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Work Background
Globe Life American Income Division: Williams OrganizationGeneral Agent
Jul. 2024
Globe LifeLife Insurance Agent
Mar. 2024American Income Life Division-RemoteUnion owned life insurance company. No cold calls, leads provided. Remote work with on the job training. Commision sales so no cap on earning.
Globe Life American Income Division: Moore OrganizationAgent/Recruiter
Mar. 2024United StatesRecruit, train and mentor agents, advise interested parties of life insurance options.
Coordinated Benefits GroupAccount Executive
Jul. 2019Jacksonville, Florida
Coordinated Benefits GroupBenefits Specialist with Coordinated Benefits Group, a partner of Acentria/FRP
Jul. 2019The truth is that the role of a benefits adviser is drastically changing, it is no longer about providing reactive solutions, with an operational mindset. It is about educating your clients on how they can think differently and getting them to understand that their healthcare investment is a capital allocation strategy. Its about finding out the true cost of an organizations benefit plan and using your knowledge of the marketplace to create leverage in each area of an organizations health insurance supply chain. All the while acting as their vendor manager and direct representation. The typical legacy approach to benefits is being pushed out and I intend to be a consultant that provides my clients with the most up to date solutions and strategies necessary to maximize their overall return on their healthcare investment!
www.gram-promos.comOwner
Apr. 2012 - Jul. 2019Jacksonville, Florida Area• Consulted with small businesses to develop branding and marketing strategies • Reduced overhead by 37% by negotiating preferred rates with large vendors • Increased client’s ROI by tracking marketing dollars spent and proposing more targeted/efficient uses of that capital • Expanded profitability through the development of social networking streams
BB&TVP, Manager
Feb. 2008 - Apr. 2012Financial Center Leader (Manager/Business Banker), Vice President • Sterling Award winner for outstanding sales management • Ranked top 5% for all branches in profitability every year • Net new (accounts opened minus accounts closed) 9.92 versus goal of 3 • Bundling (opening accounts with at least 2 other products) 90.36% versus goal of 60% and industry average of 62.10% • Chosen by the Senior Vice President of Marketing to develop and implement a coaching/mentoring program for young Associates
Mercantile BankVP, Manager
Jan. 2006 - Jan. 2008Branch Manager/Small Business Banker • Managed branch of 6 employees to #2 ranking out of 14 branches (a 9 branch improvement) • Designed (from scratch, as none were in place) and presented comprehensive banking solutions to large groups • Led all branches in Business Banking account increase, 32% over objective
Compass BankBank Manager
Jan. 2001 - Jan. 2003Branch Manager • #1 Branch in the District and the Region for consumer product sales • Expanded business accounts by 8% over objective • Increased market share by 1.4 share points – objective was .85 share points • Conducted financial seminars for current and prospective customers (only manager to do so).
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