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Work Background
Prudential LifeFinancial Professional
Oct. 2022 - Aug. 2024United States, Anderson• Worked closely with current clients and new prospects to help them develop a financial plan to reach their dreams and goals.
• Attended seminars and workshops to increase my skills within the Prudential system
Western & Southern Financial GroupAgency Manager
Jun. 2019 - Oct. 2022United States, Greenville● Managed 10 team members across 2 departments, resulting in an approximate 80% increase in annual revenue year to year.
● Complied with FINRA and Insurance laws and funding requirements at each level of government from local to federal.
● Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving.
● Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants.
● Managed, trained, and motivated Financial Reps and Staff Managers to continuously improve knowledge and abilities in the Financial Services field.
TransamericaAssociate Director
Apr. 2016 - Jan. 2019United States, Greeneville● Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
● Established performance goals for employees and provided feedback on methods for reaching those milestones.
● Set aggressive targets for employees to drive company success and strengthen motivation.
● Planned, created, tested, and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
● Coached staff on daily performance and conducted evaluations to constructively address concerns
Baltimore LifeSales Manager
Nov. 2013 - Apr. 2016United States, Greeneville● Handled customer relations issues, enabling quick resolution and client satisfaction.
● Held weekly meetings with Agents to identify techniques to overcome sales obstacles.
● Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
● Identified, hired and trained highly qualified staff by teaching best practices, procedures and sales strategies
Colonial LifeAgency Development Manager
Oct. 2011 - Nov. 2013United States● Attended seminars, conferences and organizational activities to maintain management expertise.
● Approved staff hiring, termination, promotions and department transfers.
● Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
● Complied with Insurance laws and funding requirements at each level of government from local to federal.
● Effectively supervised staff implementing company policies, protocols, work rules and disciplinary action.
Creative Benefit SolutionsIndependent Insurance Agent
Jan. 2002 - Dec. 2007United States, Anderson● Called potential customers daily to expand customer base.
● Determined client needs and financial situations by listening to and
scheduling fact-finding appointments.
● Explained features and benefits of policies to customers to help.
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