Vice President National Accounts
Ash Brokerage is an insurance Brokerage General Agency (BGA). No, that doesn t mean we trade stocks and bonds on Wall Street. We work with financial professionals who are certified to sell insurance, such as licensed advisors, financial planners or registered investment advisors. Those advisors come to us with the information about their clients; we do all the processing and leverage our relationships with insurance companies in order to find the product that best fits your needs.
Driven senior financial services professional with extensive knowledge of financial products and distribution. Possess a strong aptitude in presenting platforms conceptually and in a consultative fashion and educating others to do the same. Demonstrated ability to lead and galvanize people while garnering resources to achieve specific goals. Skilled at utilizing broad and deep knowledge of financial products to add value to financial advisor’s practice. Core strengths • Consultative sales approach • Client focused • Process driven • Results oriented Specialties: 1. Sales and sales management 2. Territory management 3. Consultative presentations 4. Financial Advisor practice management The insurance industry is more than just a line of work for me, I got into this business for very personal reasons. I know what it is like to have a family member I depend on pass away when I was a teenager, and I have first-hand knowledge of not only the pain that comes with the loss of life, but also the struggle that follows because that loved one did not engage in planning with the proper insurance coverage.
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