Bankers Life & Casualty
NASD Series 7 Licensed, Ohio Life Health & Annuity License
Bankers Life & Casualty is a captive firm focused on the needs of seniors. As an Agency Field Trainer, responsible for training and developing new agents, mostly inexperienced in the insurance industry. Trained on sales techniques and insurance products, including health products such as Medicare Supplement insurance, Long-Term Care insurance, and Critical Illness insurance.
As the only financial adviser internally, was responsible for reviewing and discussing investment options via joint-work with agents. Sold more than $1 Million annually in indexed-annuity sales.