Everything you need to know about us …
DIRECTOR OF ADVANCED MARKETS
Jeff is a Securities Licensed Financial Professional with 8 years experience in the Financial Industry. He is a true producer with a “lead from the front” mentality. His primary expertise is Fixed Indexed Annuities and IUL’s. He prides himself in teaching new and experience agents’ knowledge of Advanced Markets sales.” Jeff looks forward to growing the Advanced Market of Advantage One Brokers
DIRECTOR OF AGENCY DEVELOPMENT
Lexie comes to us with six years of marketing experience and over two years in the insurance industry space. She has scaled her skills to be proven as an asset to our team as she has been instrumental in bringing over 2,000 agents over a 30-day period. Lexie will be helping to grow and build ADV1 as she stands in our culture and model.
VICE PRESIDENT OF SALES
NATIONAL SALES DIRECTOR
Jonathan joins our executive team with 10 plus years of experience as a personal producer in writing over 2 million in annual life premium as a mortgage protection specialist. Jonathan is also one of the industry’s top agent developers; coaching, training and helping a countless number of agents earn a six figure a year income in our industry. He has spent thousands of hours on the phone and out in the field helping his agents achieve unparalleled success. We are very pleased and excited to add all of his experience as a personal producer and as a trainer to our executive team.
DIRECTOR OF HEALTH MARKETS
Jessica brings 8 years of experience to Advantage One Brokers. She spent her first 6 years solely as a top life producer, and transitioned her focus to the Medicare and Health Markets two years ago where she has also garnered great success in leading from the front. As a student of systems, she is excited to bring her knowledge and support in developing our Health Market.
CHIEF TECHNOLOGY OFFICER
Neil joins our team with a history of creating digital solutions for a variety of industries. Before he started the journey in the tech world Neil was a multi sport athlete. His favorite sport was tennis where he was a top ranked USTA player. The dedication and work ethic learned from being a competitive athlete gave him the tools needed to pursue the business world. Working in the insurance marketing industry Neil has vast knowledge on the technology needed to keep us growing and up to date with the best systems and procedures so we can ensure the best for our agents and clients alike.
DIRECTOR OF SENIOR MARKETS
Sam Chand moved to America with his family in 1979, from Punjab India. Adjusting to a new way of life and learning American societal trends, Sam Chand was fascinated with Marketing and Market Development Research. It didn’t take long before Sam was convinced he wanted to make his mark doing something that had not only a high revenue stream, but also an opportunity to help people in the process. Sam Chand is an industry leader in Final Expense and a senior market specialist. Sam Joined our organization in 2017. He is an American success story. Sam has an immigrant background and recently became a US Citizen in 2019. He has a passion for helping people which helped accelerated rise to success. Sam Chand has won countless awards from carriers, agencies, and IMO’s and has been awarded multiple carrier trips in the process. He has been licensed since 2009 and has written over 5.000 final expense policies. Over the years he has worked multiple lead systems and gained tremendous experience when working with the senior market. We are proud of his addition to our executive team.
Sam Chand – “I came into this industry by accident but stayed by choice.”
DIRECTOR OF CONTRACTING
As Director of Contracting for Advantage One Brokers, Becky Hare ensures the expedient appointing of hundreds of Producers with numerous carriers each month. Being a Licensed Agent herself, she understands the importance of getting Producers contracted and writing business as quickly and accurately as possible. Prior to joining the Insurance space in 2009, she managed in a variety of industries including dental, retail, and even owned an operations support company for 13 years. In her spare time, Becky enjoys spending time with her family and sailing wherever the tradewinds are blowing!
CHIEF OPERATIONS OFFICER
Wesley has been working with Advantage One Brokers since late 2019 and was hired into his new role in March of 2021. He specializes in developing and implementing agent systems, processes, and organizational design for Advantage One Brokers agents and managers. Prior to Advantage One, he was a top manager for his practice company where he finished out his career with them as the number four agency manager; at the time of his promotion, he was the youngest agency manager in the history of that company. Wesley has been in the insurance industry since 2014, where he started as a part-time agent while working as a full-time Restaurant Manager. He is a football fan of the University of Tennessee: Vols, his alma-mater, who has been breaking his heart for the past 20 or so years. You can catch him in Nashville, TN with his Great Dane, Mango. Yee-haw!
CHIEF FINANCIAL OFFICER
John has been in the life insurance industry for 12 years. Before finding the industry, John spent his days bringing carts in at Costco from the parking lot. He simply got tired of minimum wage and knew he was worth more. John’s accolades include: always being a top 5 producer, F&G Power Producer, and traveling the world every year for free from carrier trips! He is dubbed the “insurance man” among all of his clients and is a master of referral sales because of it. John has always averaged over $300,000 of net income working 15/20 hours a week before stepping into his new role here at Advantage One Brokers. He is passionate about helping families change their financial future through his career. John is happily married with 4 beautiful children and resides in Folsom, CA.
CHIEF EXECUTIVE OFFICER
Christopher Curry joins our leadership team with a long track record of success in personal production and agency development. Working as a sales agent in the field for 7 years on both the captive and independent side of insurance before creating Advantage One Brokers in 2014. Christopher’s firm grasp on what individual agents and our personal clients want from a product and relationship gives our executive team an edge on helping develop proprietary products and services for our Agent’s advantage. Continuing with our tradition of leading from the front, Christopher has been one of the top individual Marketers in the country for the past 10 years. He has been the lead recruiter of some of the top Independent Marketing Organizations in the country by utilizing his proprietary lead systems we use today. We are thankful to be able to add his leadership and experience to our executive team.
National Advanced Markets Specialist
Dr. Edward Burns, after an honorable career as a Marine, found another home in entrepreneurship. Combating struggles associated with serving two tours in Iraq and homelessness after military retirement, Dr. Edward Burns started his own cleaning service company with only $34.41 to his name. His work ethic and perseverance led him to success. As a result, this business scaled enough to be sold to a private equity firm, thereby, making him the first multi-millionaire in his family.
Dr. Burns integrated immediately into the Advantage One Brokers family and leverages his over two decades of experience at training high performers. His positivity radiates in every interaction and we are proud that he chose to call our organization home. He exemplifies dedication through his personalized training and is a great value-added to Advantage One Brokers. We are happy to have him on the team and look forward to the great things he will accomplish.
Spencer has been providing financial security to people around the Sacramento area for over eight years. He believes in putting others first and maintaining the utmost level of professionalism, whether it is with his clients or agents. He brings the highest degree of experience by listening to people’s needs and working diligently with them to implement a plan that meets their concerns. Spencer’s specialty focuses on Mortgage Protection which includes personal life insurance, disability income replacement, and annuities.
He has achieved several honors and awards during these years and used his platform to help train others to reach the same level of success. People would describe Spencer as transparent, helpful and hard working. He married his high school sweetheart and has two young boys. When he is not working, you’ll find Spencer volunteering through his church or out boating on Folsom Lake with his friends and family.
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