Tara joined the Greenville General Office as Managing Partner in October of 2022.
Tara started her career with New York Life as an agent in December 2010 in the Westchester General Office in New York. As an agent, Tara achieved council status 8 times in her career and was a Premier Centurion agent 4 times.
Tara got into the Business Solutions Market in 2011 and by early 2012, Tara had become one of a select few to achieve the status of a worksite mentor in only 6 months. Tara was a top case writer at New York Life and in 2017 finished in the top 15 Established case rate leaders in the country. Tara achieved MDRT status in her last year as an agent in 2019.
In January 2019, Tara and her husband, Sean, moved to South Florida and after 9 years in the field, she decided to change her career path and become a Partner with New York Life in November of 2019. After mentoring, coaching, and developing agents in the Business Solutions market her entire career in the field, it was a natural switch to do the same for her team as a Partner. Tara was the top recruiter in the South Florida GO for 2020 and 2021 and was awarded the woman partner with the most appointments in the country in 2020. Tara also earned the View from The Top award in 2020.
The Greenville General Office achieved the award of Management Development in 2023 and Tara was one of the Managing Partners honored with the prestigious Round Table Award.
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Ray oversees all business processing and administrative operations at the Greenville General Office. In this role, Ray leads a team responsible for ensuring the efficient handling of new business, policy servicing, and day-to-day office operations. He and his staff work closely with agents to support the end-to-end business cycle—from licensing and registration to case submission, underwriting coordination, and policy delivery.
Ray plays a critical role in maintaining compliance standards by ensuring agents are properly licensed and registered to conduct business across multiple states. He also partners with internal teams and home office resources to troubleshoot issues, streamline processes, and enhance the overall agent experience.
With a strong focus on accuracy and timeliness, Ray and his team help ensure that business is processed correctly and that agents are compensated appropriately and on schedule. His leadership emphasizes operational excellence, clear communication, and a service-first approach, enabling agents to focus on client relationships while having confidence in the support infrastructure behind them.
Council is awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.
MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.