External Wholesaler and Dedicated Life Consultant
Lifetrends
Sales Director
Aig Jan 2016 - Jul 2018
Regional Life Specialist Edward Jones Distribution
Edward Jones Jan 2013 - Dec 2015
Senior Field Based Insurance Specialist
1St Global Jul 2011 - Feb 2013
Annuity and Insurance Planning Consultant
Education:
Austin Community College
Skills:
Series 7 Series 24 Life and Health Insurance Licenses Business Development Disability Insurance Employee Benefits Financial Advisory Financial Planners Relationship Management Management Life Insurance Insurance Fixed Annuities Sales Strategy Training Financial Services
Insurance Specialist at Edward Jones, Insurance Specialist at Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work:
Edward Jones - region 193, 117 since Jan 2013
Insurance Specialist
Dallas Area Broker Dealer - Dallas, Texas Jul 2011 - Feb 2013
Annuity and Insurance Planning Consultant
NFP Nov 2003 - Jun 2011
Director, Life Insurance Training
NFP Aug 2006 - Mar 2008
Business Development Manager
NFP Jan 2005 - Aug 2006
Rep Support
Education:
Undisclosed
Skills:
Series 7 Series 24 Life & Health Insurance Licenses
Mar 2008 to 2000 Director, Life Insurance TrainingNational Financial Partners, Inc
Nov 2003 to 2000National Financial Partners, Inc
Aug 2006 to Mar 2008 Business Development ManagerNational Financial Partners, Inc
Apr 2005 to Aug 2006 Representative Support and Resolution SpecialistNational Financial Partners, Inc
Nov 2003 to Apr 2005 Direct Business Accounts SpecialistExtraco Banks Temple, TX Jul 2003 to Nov 2003 New Accounts Specialist/ TellerAFLAC Waco, TX May 2002 to Jul 2003 Life Insurance Agent
Education:
Austin Community College 2008 to 2010 Associates in Economics
Julie Vybiral, Thomas Hein, Sarah Gibson, Jared Jones, Chris Neill, Miki Misic, Shelly Knoes, Melissa Amyx, Tamryn Graham, Leslie Whicker, Megan Wilson