Transamerica Agency Network, Inc. - North Central/Eastern Indiana, S. Michigan, W. Ohio Territories since 2009
District Manager
W&S Financial Group Aug 2008 - Nov 2009
Insurance Professional
Education:
Ball State University 2004 - 2008
Bachelors of Science - Marketing/Management, Marketing - Advertising - Sales
Skills:
Leadership Estate Planning Team Building Fixed Annuities Insurance Retirement Planning Account Management Sales Financial Planning Iras Critical Illness Variable Annuities Equity Indexed Annuities Sales Management Life Insurance Mutual Funds Universal Life Multi Generational Wealth Transfer Strategic Financial Planning Marketing Leadership Development Time Management Long Term Care Disability Insurance Indexed Universal Life Social Media Marketing Strategic Thinking Small Business Management 401K Rollovers Coaching Term Life Insurance Marketing Strategy Retirement Life and Health Insurance Licenses Recruiting Employee Benefits Executive Coaching Whole Life
Interests:
Writing Working Sports Health Children Environment Education Friends I Enjoy Spending Time With My Family Both Playing and Watching My Friends and Working Playing Guitar I Love Sports I Love Golfing Social Services My 2 Kids Economic Empowerment Watching Movies Playing Basketball I Enjoy Family
Awards:
Chairmans Award Transamerica Agency Network Achievement from obtaining consistent levels of staff premium placements, agency premium increase, in-house brokerage sales, and first year premium retention. Leadership Team Award GAMA International An award given to front-line and first-in-line managers in our industry Silver Level Award Transamerica Agency Network Silver Level Achievement Award winner as a Sales Manager. Gold Level Award Transamerica Agency Network Gold Level Achievement Award winner as a Senior Agent
Certifications:
Series 65 - Investment Adviser Law - Investment Adviser Representative Series 26 - Investment Company Contracts Limited Principal Series 6 - Investment Company/Variable Contracts Products Limited Representative Series 63 - Uniform Securities Agent State Law Life, Annuity & Health Insurance Financial Industry Regulatory Authority (Finra), License Crd# 6725603 North American Securities Administrators Association (Nasaa), License 6725603 Indiana Department of Insurance, License 609726 Series 6 - Investment Company/Variable Contracts Products Limited Representative