Experience

• 

  Shaw industries

  May 2000 - Jul 2001

  Account manager
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  Brokers international

  Jan 2001 - Mar 2019

  I started at Brokers International, Ltd. in 2001 as a marketer. Since then I’ve become the Team Supervisor for one of our top annuity carriers, and the Suitability Specialist. As Team Supervisor, I am in charge of our calling campaigns and email blasts; resolving any issues with contracting or commissions; and helping financial professionals with product training and case design. In my role as Suitability Specialist, I review business suitability forms and talk to financial professionals about cases they’re working on to let them know if they need any additional documentation. We hold training meetings called Marketing Solutions on our campus, and I present at those each month. Show less

  • Director - Annuity New Business

    Sept 2017 - Mar 2019

  • Director Risk Management

    Nov 2016 - Sept 2017

  • Team Supervisor | Suitability Specialist

    Jan 2001 - Nov 2016
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  Tnbc - the national benefit corp

  Aug 2019 - Jul 2021

  Director of annuity marketing

  Manage annuity sales team working with financial professionals in product training, case design, recruiting and marketing. Responsible for designing and implementing calling campaigns, email marketing pieces and webinars. Manage carrier relationships with annuity partners. Work with financial professionals in product training, case design, product placement, escalated situations and commissions. Work with internal new business team in communication with financial professionals or annuity carriers to help issue the business. Responsible for hiring, training and overall growth of the department. Show less

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  Eagle life insurance company

  Aug 2021 - now

  Manage relationships and communication with COIs, gatekeepers, and program managers at bank and broker dealer firms. Support external account managers by performing relationship management and communication work on their behalf. Assist the launch of new partners and new products with Eagle Life. I help financial professionals in NC, SC & Western VA grow their business and understand how our Eagle Life annuity products can help their clients plan for retirement.

  • Internal Account Manager

    Sept 2024 - now

  • Internal Wholesaler

    Aug 2021 - Sept 2024