I have over 20 years of experience in the financial services industry focused on needs-based selling. Prior to starting my own business, I spent 16 years with a Fortune Top 50 company in various roles. The majority of that time was spent training and coaching Agents and their teams.  

 

My training provides targeted learning solutions for experienced employees, as well as, newly hired Agents and team members. I tailor the training based on the individual needs of your Agency, whether that is achieving specific office goals or Company programs and incentives.

 

Certifications include:

• Dalton Sales Training - Needs Analysis Training

• Consultant Selling - The Brandon Group

• Trustworthy Selling - Hoopis International

• Field Sales Associate Training - State Farm

• Retirement Solutions Workshop - Kaplan

• NASD Series 6, 63

• Life and Health, Variable and LTCI Certified      

 

As a corporate employee, I was an Ambassador travel qualifier multiple times as well as SVP qualifier.

I achieved an increase in life and annuity production in my territories year over year and assisted Agents in reaching those same goals through consistent sales and coaching techniques.