Neal Q.

Experience

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  Saxon Capital, MLN, FMF

  Feb 1994 - May 2008

  Senior Account Executive - Wholesale Mortgages

  B2B Sales- Calling on business entities. Establishing and maintaining relationships with retail loan originators and bankers.Non-conforming residential mortgage products. Alternative income documentation.Generating new business then continuing that revenue stream with timely repetitive client contact to assure repeat business.* President Club Member: MLN: 2007, Avg. $8.2mm / FMF: 2004-2006, Avg. $6.6mm Saxon Capital: 2001-2003, Avg. $3.7mm

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  Lincoln Heritage Life Insurance Company

  Jan 2009 - Nov 2013

  Senior Agent

  Funeral Planning & Funding: At that emotional time, helping the family make that transition as smooth and easy as possible. The pain and the grief can be overwhelming. Our program provides money to the family within 24 hours and assures that final wishes are done properly. Making this process that much easier. Don't leave this burden onto a loved one at a time of need.* Incentive Trip Attendee: 2012.* Top 4% personal producer. National rank: 113 out of 3,000 agents. 2012: $142,967 annual volume. Show less

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  Senior Life Insurance Company

  Nov 2013 - Apr 2015

  Regional Sales Manager

  Company:Senior Life Insurance Company, based in Thomasville, Georgia, believes that work should fuel your dreams and ambitions, not prohibit them. Senior Life has a vision to be the leader in Final Expense sales in the United States. Currently selling in 44 states and growing. * Top Agency: Top 10% nationally for agency volume, 2014: $605,000 in new business with 11 agents.Product:Protecting 'seniors', the disabled, and the sick, with wholelife insurance, so that the financial and emotional burden is easier on the surviving family. Policy in place your entire life. Premiums level. Rates never increase. Fast Claim payout! Death claim payable 24 hrs after receiving death certificate. Burial and cremation funeral planning included through an exclusive merchandise partnership with Legacy Assurance. [ www.Legacy-Assurance.com ] Show less

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  The Assurance Group, West Palm Beach, FL

  Apr 2015 - Mar 2021

  Medicare Advisor

  www.AssureGrp.comSenior Market- Medicare Financial Advisor, Licensed through State of FL. Dept. of Insurance Broker of financial products through an independent marketing organization (IMO). Specialty with Medicare eligible persons - Including Medicare Advantage and Medicare Supplements. For both the under 65 yr old disabled and the aging in 65 yr target market. Explaining client's rights and options. Taking the enormous information of Part, A, B, C, and D of Medicare and reciting this back to the client in a clear, concise, and easy to understand format.Also,401(k) employee rollovers; Fixed Annuities (FIA); Ordinary Life- Universal Life & Final Expense Life Insurance. Long Term Care (LTC); Critical & Chronic Supplemental Illness Coverage.Cases placed with a brokerage of various top notch carriers. All highly rated and well known companies. Ex. Humana, Aetna, Cigna, Foresters, Mutual of Omaha, American National, Americo. Show less

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  Ican Living & Learning Center, www.Icanfl.org

  Oct 2018 - now

  Employment Specialist / Job Coach

  * Placed 8 people within the first 3 months *. An accomplishment highlighting excellence. Received 'Rookie of the Month' Recognition.Assist adults with hidden and visible disabilities to establish satisfying, independent lives through job placement, peer mentoring, and career preparation. Support and advocacy for adults living with disabilities, such that they are presented with opportunities to find dignified independence and gainful employment. Ican is a non-profit organization where we dedicate to finding employment for adults with intellectual or physical disabilities in Broward, Dade, and Palm Beach County. We place clients with the employers in accordance to their individual abilities.The Employment Specialist (ES) / Job Coach help participants learn how to do the following: identify employment goals, prepare a resume, utilize appropriate job search methods, properly complete an employment application, prepare for an interview, and most importantly, help maintain employment whether that be part-time or full-time. Once hired, ES stays in close contact with both the employer and the client communicating through text, emails phone calls, and on-site visits. ES's goal is to be there to intervene, as necessary, to resolve and coach the client over a period of time.Our approach is to focus on the client's abilities rather than the disabilities. We like to use the phrase, "definately-abled". We create a partnership between local employers, with large well known retail chains and large franchise restaurants to all businesses in between. All Ican ES team members have been vetted through a Level 2 federal background check. A four year bachelor degree is required with schooling in psychology, sociology, and/or business. Website: www.Icanfl.org Show less

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  ABI Insurance, www.AbsoluteBestins.com

  Mar 2021 - now

  Health and Life Insurance Agent, Medicare specialization

  11 year - Health and Life Licensed Agent (FL)Business brokered through the major health and life insurance carriersSeasoned and knowledgeable with Medicare Advantage Plans and Medicare Supplements