Managing General Agent Resume Example
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MANAGING GENERAL AGENT
Professional Summary
Innovative, energetic, field coordinator with a proven track record of stellar sales in employee benefits and financial services. Strong communicator and presenter, solid negotiation skills as well as sound interpersonal skills, with the ability to influence and craft unified messages across different audience types. Executive presence with a history of overachieving sales targets while successfully generating new business and building relationships. Consultative, trusted advisor to both clients and colleagues, strong relationships with leaders and members in the business, educational and faith-based communities.
Work History
Always Best Care - Managing General AgentBrentwood , TN01/2015 - Current
- Establish, increase targeted opportunities, design, execute marketing strategy to close sales in the group, association, and individual employee benefits space.
- Acquire and maintain client, prospect and referral elationships, authentically project the agency as the broker of choice.
- Securing introductions with decision makers structuring, staffing and scheduling the enrollment process, and driving production.
- Substantially grow, maintain pipeline of viable prospective new client prospects and opportunities.
- Managed a financial services group focusing on the K-12, college, and governmental markets.
- Broad-ranging authority and accountability for all aspects of sales, service, marketing, and agency development.
- Increased overall sales by 60% by getting access to previously off limits secure locations, Federal Prisons, Airports, VA hospitals.
- Designed and executed strategic marketing plans to build relationships with school districts and unions to help clients with comprehensive financial plans and retirement options.
- Effectivly engage prospects with detailed in-person, web-based and telephone presentations, proposals, and consultations.
- Increased annual production 43%.
- Ensure adherence to product suitability and a fiduciary standard to create a client focused environment, and improve client experience.
- Organize, attend, coordinate marketing and informational workshops, conferences locally and regionally.
Planet Fitness - Agency DirectorEast Providence , RI04/2013 - 05/2015
- Accountable for growth and extended vision of AIG's group and individual employee benefits business by recruiting, training, managing quality agents/agencies, and business partners.
- Built and increased the B2B sales and service strategy to maximize AIG's presence as the "Go To" resource for members of the National Federation of Independent Business (NFIB).
- Increased sales of employee benefit platforms including 401k, life and health insurance 33%.
- Consistently exceeded quarterly plan, production ranked #1 in Michigan, #09 in USA.
Martin Automotive Group - Area ManagerOntario , CA11/2007 - 05/2013
- Managed a financial services group focusing on the K-12, college, and governmental markets.
- Broad-ranging authority and accountability for all aspects of sales, service, marketing, and agency development.
- Increased overall sales by 60% by getting access to previously off limits secure locations, Federal Prisons, Airports, VA hospitals.
- Designed and executed strategic marketing plans to build relationships with school districts and unions to help clients with comprehensive financial plans, voluntary benefits and retirement options.
- Attended, sponsored local, regional, national, American Federation of Government Employees (AFGE), National Treasury Employees Union (NTEU) social, political and networking events with travel locally and nationwide.
American Insurance - Sales ManagerCity , STATE09/2004 - 11/2007
- Created and executed strategies to target new markets by leveraging and growing relationships and referrals.
- Organized recurring promotional events and interacted with community, increased production by 60%.
- Brokered opportunities for growth within small business, self employed market, collaborated with sales teams to increase sales. Resulted in immediate and sustained increase in production.
Skills
- Group/one-on-one presentation and effective engagement
- Developing, acquiring, maimtaining lasting business relationships
- Personable and persuasive communication skills, written and verbal
- Strong evaluator of talent, and market opportunities
- Ability to analyze, learn, and understand situations quickly and holistically and focus on the activities that matter the most
- Ability to meet and exceed sales metrics for emails, calls, meetings, and demonstrations
- Highly proficient in MS Office Suite, CRM systems, Salesforce
- Leveraging digital marketing platforms including social media, online, APP and web-based advertising, marketing
- B2B sales and marketing
- Account acquisition an maintenance
Education
University of PhoenixCity, StateMBA: Business Administration And Management
Western Michigan UniversityCity, StateBachelor of Science: Criminal Justice
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Resume Overview
School Attended
- University of Phoenix
- Western Michigan University
Job Titles Held:
- Managing General Agent
- Agency Director
- Area Manager
- Sales Manager
Degrees
- MBA : Business Administration And Management
Bachelor of Science : Criminal Justice
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