National insurance sales leader, with significant external wholesaler experience. Excellent track record coaching and leading sales teams. Direct transformational growth through strategic insight, innovation, and cultivation of high performing organizational culture; achieving and surpassing company sales and profit goals.
Coaching Recruiting Insurance Products
Mentoring Training Insurance Strategies
Motivating Approach Talks Stage Presence
RECENT PROFESSIONAL EXPERIENCE
Covr Financial Technologies, Inc.
Head of National Sales – Hartford, Connecticut 2018 – Present
- Recruited by start-up venture-capital-backed InsurTech firm to build life and LTC insurance wholesaler sales team and ramp up sales.
- Converted 12-person support team from reactive customer service desk to proactive insurance sales consultants.
- Directed design and implementation of first-ever product and insurance-based planning strategies training program.
- 300% increase in life and LTC insurance sales in 2019.
- Led strategic prospecting discussions with banks and wirehouse firms to launch Covr’s industry-leading online insurance platform for their financial advisors.
American International Group, Inc. (AIG)
Regional Vice President / Life External Wholesaler 2013 – 2018
- Built leading sales territory with a run rate of $1,000,000 in annual target premium.
- Helped pioneer new distribution channel to shift organizational focus on growth.
- Partnered with Edward Jones and their advisors to drive insurance sales through financial planning and needs analysis solutions.
- Created and implemented on-going training program for financial advisors.
- Managed, coached and trained multiple teams to meet sales goals and company objectives, both internally and externally.