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Title Sales Manager, investment Advisor -Vice President, licensed insu
Target Location US-TN-Union City
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Insurance SpecialistStreet Address  W. Blount Ave.Ste. Street Address
Knoxville TN Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEOBJECTIVESeeking an opportunity with a strong, well-respected company. Also, to partner alongside other experienced insurance/finance professionals to help me continue to expand my knowledge of our industry. Most importantly to assist business owners, their employees and families to properly construct the most comprehensive yet cost effective risk management plan to fit their needs.EDUCATION
EXPERIENCEUniversity of MemphisAugust, 1995  May, 2000January, 2020  presentFounder/Owner  Peak Advisor SolutionsJanuary, 2019  January, 2020Commercial Lines Representative  Great Ridge Insurance ServicesApril, 2012  January, 2019Territory Sales Manager  Enrollment Specialist  BCBS/USABLE Life-1998  2009 I was and intern then became a Senior Vice President, Investment Advisor with Morgan Keegan and Co.-2009-2012 I held the same position at Wells Fargo Advisors.KEY SKILLS
COMMUNICATIONClient Transparency, Customer Service, Employee Management, Plan Design, Persistent but ProfessionalYou will get to know there is no prospect to BIG for me to call. The word NO has never scared me even though I have planned my presentation for a yes or at least a shot to get in front of them. My diligence and patience will make them a client.LEADERSHIPI attend Sevier Heights here in Knoxville and been on several Mission Trips with them. I have coached youth sports for years and currently have several volunteer rolls at CityView Condominiums where I currently live.REFERENCESAvailable upon request.

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