Professional Talent

Work Experience

The Rose Insurance Consulting, Kingwood, TX 

January 2017- Present

Current Contracts:

–          Allstate Insurance

• Personal Financial Representative- POS sales to P&C clients.

Prior Contracts:

–          Elite Marketing Group, Houston, TX

• Advise and ensure Voya advisors stay compliant, on administrative, training, and processing requirements.  Market product and sales concepts to advisors to identify life insurance leads to add to client’s portfolio.  Consult with advisors as a Brokerage Manager to manage agent’s expectations on production goals. 

–          Diversified Brokerage (DBS), Minneapolis, MN

• Build relationships and educate advisors on life insurance planning options, and products.  Recruited new advisors and provide business plans to identify new opportunities for client’s portfolios.

–          Insurance Designers of America, Augusta, GA

• Provided technology and educational support to implement new services to the firm.

–          Rockgate Financial, Dallas TX

• Acted as a Brokerage Manager for wholesalers, provided sales support, case designs, and product knowledge.

John Hancock, Boston, MA                                                                                    

September 2013 – November 2016

National Account and Distribution Manager

–          Built existing relationships and grew business initiatives with advanced market and high net worth planning.

–          Added 4 new investment firms to business

–          Increased sales for Signator offices by 15%

–          Increased sales at CMG national level by 12%

–          Increased brokerage accounts by 25% and production by 15%

–          Added 6 new LPL and AIG advisors to the team

American General Life Insurance, Houston, TX 

September 2009 – April 2013

Strategic Account Manager

–          Led a team and built relationships between AG and Independent Direct Markets.

–          Produced 52 million in sales

–          YOY growth of 8-12% consecutively

–          Placement ratio improvement by 25%

–          Produced 5 million new life sales growth and 4.7 million in health sales

Protective Life Insurance, San Francisco, CA                           

January 2007 – September 2009

Assistant Vice President, Marketing and Sales

–          Increased sales under producing national accounts and maintained growth in existing markets.

–          Developed an infrastructure between sales and operations to improve business processes and strategic growth.

–          Produced 30 million in sales

–          Executed 12% growth of term sales and 30% on permanent products

Licenses and Skills

–          Life and Health License in TX, IL, and IN

–          Annuity Certified in TX

–          FINRA Registered Rep:

• Series 6
• Series 63