Prospecting all lines of insurance to International Schools for their Expatriates
Advising International Schools to help them limit their exposures including presenting KR&E, D&O, and Cyber insurance plans
Working with brokers to provide international insurance solutions to schools in Asia
Account Executive/Direct Writer
Sentry Insurance
01.2022 - Current
Growing and managing my book of business that is currently $3.25 MM in premium
Generating over 500 leads by cold calling and cold canvassing into industrial parks and launching marketing campaigns
Experienced Risk Manager specializing in customized Commercial Insurance for the manufacturing, printing, distribution, food processing, and equipment/auto/motor sport dealer industries
Commercial Broker
Constructive Insurance LLC
01.2018 - 12.2021
Top producer on team with over $1.6MM in premium sold in 2021
Led all agents in sales by over 65% in total sales dollars sold
Developed partnership with Constructive Loans that I have parlayed into a profitable book of business
Partnered with MGAs to have a smooth & profitable process in place
Sales Manager
Pethealth Inc
06.2014 - 12.2017
Motivated our insurance call center which comprised of insurance agents that sell pet insurance
Managed a sales team to exceed targets by coaching and training to get the best out of their skillset and hit goals previously not achieved
Earned over 85% of my income on commissions from premium sold
Global Sales Director
Zacks Investment Research
01.1999 - 05.2017
Prospected, presented, and closed sales of Zacks' data platform to Buy-Side prospects: Portfolio Managers & Analyst
Averaged 145% of Quota which was the result of my outbound call activity and Web Demos over 150 Cold Calls Daily to prospects
Clients included Fortune 500 Companies such as Coca-Cola, Yahoo, Anheuser-Busch, and Chicago Tribune and media outlets
Education
Bachelor of Science - Financial Services
SAN DIEGO STATE UNIVERSITY
San Diego, CA
Additional Information
CLCS Designation
FINRA Series Six & Series 63 Licenses
Licensed in 25 States as a P&C and L&H Insurance Producer