Tandem Insurance
Personal lines, commercial insurance, employee benefits and financial planning
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1997 - Present
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Employee Benefit Marketing Producer
- Conduct group meetings and follow-up with employees to assist in employee understanding of the benefits presented.
- Perform service after the sale; assist clients with disability and accident claims.
- Use proven processes and accepted accountability to enable positive results.
- Prospect for voluntary employee-paid product sales.
- Forecast, manage and grow sales office.
- Sell benefits to field operations
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National 1st Fidelity
Insurance products and financial services
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1987 - 1997
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Regional Marketing Director
Managed 3-state territory: Colorado, New Mexico and Utah.
- Recruited agents to sell individual Major Medical and Voluntary benefits.
- Tasked with recruiting 15 new agents a week in first year; averaged 16 recruits per week. One of only seven mangers nationally to succeed. Consistently made yearly quota in new agent recruits. Hired, trained, mentored sales teams.
- Assisted in the sale and closing of a 5,000-person hospital account.
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National Cryton Engineering
Mechanical Products for Oilfield Production.
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1982 - 1987
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Sales Engineer
- Sold pressure pumping units.
- Designed and sold sensing equipment.
- Sold seismic equipment to oil companies and petroleum engineers.
- Increased units sales by 32%.
- Partnered with engineers to insure proper fitting equipment. Results provided greater profitability for both the client and NCE.
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