
Timeline
About me
Business Development & Marketing Professional
Education

The american college of financial services
-Certificate financial services overview
The american college of financial services
-Certificate selling/planning
Broward college
-Associate’s degree business, management, marketing, and related support services
Experience

Firstat nursing services
May 2005 - Jan 2014Care transition manager*Consistently exceeded monthly goals and awarded bonuses*Strategized and executed marketing plans for hospitals, nursing homes, outpatient care centers, doctors offices and independent living wellness centers*Identified referral sources and created marketing programs that build employer’s client base and encourage client retentionTrained home health care marketing recruits*Participated in health fairs and community events to educate prospects and capture referrals*Case managed and coordinated patient’s benefits and communicated with families to plan and organize patient’s discharge home safely*Developed and implemented a weekly plan and reconciled all marketing, tracking, and expense reports Show less

Metlife
Aug 2014 - May 2015Financial services representative*Educated and cultivated client base, prospects and serviced clients business *Informed and advocated appropriate products, including life insurance, disability insurance, long-term care insurance, annuities, and other investments to current and prospective clients*Demonstrated outstanding client service and support by continuing to assist current clients’ achieve their changing financial objective

Aig
Jun 2015 - Jan 2016Marketing directorAs Marketing Director of AIG Financial Network of South Florida, I collaborated with the Management Team, Financial Advisors and Financial Professionals in developing a marketing plan, increasing their market potential and assist in executing strategies aligned with the agency’s business plan. My goal is to encourage and inspire them to meet their objectives and goals.Additional responsibilities included:*Contributed and attained #1 sales agency in the country*Collaborated with management team, financial advisors and financial representatives in developing marketing plans, increasing their market potential and assisting in executing strategies aligned with the agency’s business plan*Managed lead generation/distribution programs to support selected target markets*Researched orphaned client marketing programs, identified cross-selling opportunities and embraced new marketing opportunities while aligning agency strategy to changes in the marketplace*Consulted with management to identify opportunities for recruiting and developing an approach to educate on the promotion and support of the agency with marketing materials*Acted as a visible and respected leader in the community attending networking events*Created and dispersed online monthly newsletter to the South Florida region Show less

Firstat nursing services
Mar 2016 - Jun 2017Strategy and client relations managerAs a Strategy and Client Relations Manager ,I educated Trust and Estate Attorney's, Elder Law Attorney's, Trust Officers, Wealth Managers, CPA's, Broker's, Physicians, Hospital Discharge Planners (Case Managers),& Families of all of the comprehensive services provided under Firstat RN Care Management Services/Firstat Nursing Services. My geographical location covers The Keys to Vero Beach. We have the ability to provide advocacy of an RN Care manager to this entire area. Presently we have RN Care Managers, also known as Aging Life Care Professionals throughout this geographical area to provide services of care management/advocacy to clients (of any age) in need. Geriatric Care Management, Mental Health (Psych/Chemical/Addictions), Special Needs (any age group), Alzheimer's/Dementia, Parkinson's and Catastrophic events.Additional responsibilities included:*Developed and strengthened professional relationships with current and prospective referral sources in targeted geographical areas while boosting referrals by 15%*Increased referral source base: Attorneys, Trust Officers, Wealth Managers and Financial Service Advisors/Representatives by 50%*Coordinated and managed industry events, community events and health fairs*Communicated effectively and educated referral sources on services and industry current events*Established and implemented a weekly plan. Reconciled all marketing, tracking, and expense reports*Initiated, created and implemented marketing projects such as sales presentation, brochures, fliers, promotional items and displays*Recruited, trained and motivated business development associate Show less

Nv realty group
May 2019 - May 2020Realtor
Oct 2018 - May 2020Director of Agent Acquisition
May 2019 - Oct 2019

Horizon care services inc.
Oct 2019 - Sept 2020Director of client relations & senior placement
Self-employed
Oct 2020 - nowCaregiverOrganized Time Management & Coordination of Schedules, Proven Problem Solving Abilities Under Pressure, Multitasking, Efficient Use of Financial Resources, Clear & Effective Communication, Interviewed & Hired Professionals, Long- Range Planning
Licenses & Certifications

215 licensed florida life, variable annuity & health representative
Florida department of financial services' bureau of licensingOct 2011
Real estate sales agent
Florida department of business and professional regulationJun 2018
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