"If I had 6 hours to chop down a tree, I'd spend the first four hours sharpening the axe"
- Abraham Lincoln
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.
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.