Experience

• 

  Mony mutual of new york

  Sept 1982 - Sept 1993

  Recruiter/registered representative/licensed insurance agent
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  Farmers insurance

  Sept 1993 - May 2004

  District manager/life marketing specialist
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  New york life insurance company

  May 2004 - now

  As the Director of Development for the New York Life East Bay General Office, I provide training, mentoring, coaching, and skills mastery to agents. I am responsible for the implementation and facilitation of training initiatives, procedures and directives. My core functions include:1. Oversee training and development for all Agents2. Conduct sales training and licensing classes to develop new and experienced Agents3. Mentor Agents in Company financial solutions design, sales and prospecting techniques, and sales activity training.4. Implementation and teach New York Life Curriculum 5. Advice and consult with management peers and the Managing Partner on recruiting and retention efforts. Show less As a Partner at New York Life, My overall objective was the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. This included recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company continues to maintain and enhance its reputation as the “The Company You Keep®.” Show less

  • Director of Development

    Nov 2007 - now

  • Partner

    May 2004 - Nov 2007