Experience

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  State farm

  Oct 2004 - Aug 2010

  • Responsible for the training of Agents, Team Members and Agent Interns through office visits along with individual, group and virtual meetings. • Territory included New Jersey, Connecticut, NYC (including all boroughs) and Long Island.• Training focused on techniques of cross selling financial services products, product knowledge and compliance and integrating these sales techniques into their daily sales process and service routines. • Financial services products included term, whole life, universal life and variable universal life insurance, fixed and variable annuities, mutual funds, long term care, education funding, health insurance, retirement planning and small business retirement plans.• Developed financial services curriculum for State Farm Agents, Agent Interns and staff including the sales cycle, best practices, team training, mutual funds, life insurance and bank products. (Available on request)• Worked within the Learning and Development team as a Subject Matter Expert to bring about substantial growth and change in the training of our Agents in practical results driven sales initiatives. • Presented “Lunch and Learn” seminars to State Farm employees to both educate and drive life and retirement business to their agents. Show less

  • Agent

    Aug 2009 - Aug 2010

  • Agent Intern

    Jan 2008 - Jul 2009

  • Financial Services Trainer

    Oct 2004 - Dec 2007
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  Bcg advisors

  Feb 2011 - now

  Vp personal lines

  Car & Home InsuranceCommercial InsuranceLife Insurance