Experience

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  Transamerica life insurance company

  Jan 2008 - Jan 2010

  Internal annuity wholesaler

  • Top 10% of wholesalers chosen to attend Transamerica’s RVP University• Set new record for increase in VA premiums• Consistent leader in call metrics competitions and sales skill presentations

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  Jackson national life

  Nov 2010 - Jan 2018

  • Collaborated on annuity cases in the Independent Planner, Bank & Wirehouse channels• Consulted on hundreds of successfully closed annuity cases totaling more than $100,000,000• Presented over 100 seminars, including CE, CPE, industry conferences and client events• Recognized as the most requested speaker at wholesaler hosted events• Developed annuity business with wholesalers, annuity specialists, CPAs, attorneys, trustees and other centers of influence within the assigned territory. Show less

  • Regional Vice President

    Jan 2014 - Jan 2018

  • Director, Advanced Markets

    Nov 2010 - Dec 2014
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  Jackson

  Jan 2019 - Feb 2020

  Director, advanced markets

  • Provide field-based support to advisors, wholesalers, outside legal/tax advisors and clients• Identify annuity sales opportunities via in-person meetings, calls, WebEx and sales presentations• Act as subject matter expert in estate, legacy, trust, wealth transfer and tax-savings strategies• Partner with key decision makers and centers of influence driving sales in the territory• Strategize, sell, implement, onboard and support new and existing annuity business

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  Midland national life insurance company

  Feb 2020 - now

  Regional vice president