I am a licensed agent with Taylor Insurance and Financial Services, a full service financial services practice located in Pasadena, California. I am accomplished in delivering solutions that can help enable clients to realize their financial goals as well as making sure that their families and assets are protected. As a broker with access to quality products in the marketplace, I provide solutions that address asset protection, income strategies, tax reduction programs, estate planning and insurances. I work with professionals and business owners. My clients are in a wide range of industries.
Prior to entering the insurance and financial services industry, I enjoyed a successful career in marketing and advertising. I spent 16 years as a regional and national account executive for Valpak, a national print and internet advertising firm and achieved $7.7M in annual revenues placing me #2 in the country. I built key relationships with high-level executives that secured regional and national accounts and created successful marketing campaigns that led to the rapid growth of the Los Angeles division. I was also a Key Club (top 5%) producer for several years.
Prior to my success at Valpak, I was ranked as a top account executive at PennySaver, growing revenue from $50,000 to $432,000 over 4 years.
I hold an AA degree in Liberal Arts and attended Cal Poly San Luis Obispo studying Biology towards my BS.
As an active member of the community, I have coached youth soccer teams and played in several soccer leagues over the years. I enjoyed an early career as a dog trainer, working with celebrities and entertainment executives. I am currently active in German Shepherd and Doberman dog rescue.
* Susan Oliver is not registered with SagePoint Financial, Inc.
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