Andy Bunce, Mba, Clu Email & Phone Number

Oklahoma City, Oklahoma, United States

With a STRONG base of Advisors and Clients to anchor our growth, we are building the next generation of Financial Advisors to serve the States of Oklahoma, Kansas, Northwest Arkansas and Southwest Missouri! Please read below. If any of this speaks to your heart, please feel free to contact me at (405) 509-0598 or abunce@sfcinc.net.IS THIS YOU?* You are currently "Vocationally Disturbed" and NEED a new career challenge.* You value honesty and Integrity or it's NOT worth… Show more With a STRONG base of Advisors and Clients to anchor our growth, we are building the next generation of Financial Advisors to serve the States of Oklahoma, Kansas, Northwest Arkansas and Southwest Missouri! Please read below. If any of this speaks to your heart, please feel free to contact me at (405) 509-0598 or abunce@sfcinc.net.IS THIS YOU?* You are currently "Vocationally Disturbed" and NEED a new career challenge.* You value honesty and Integrity or it's NOT worth doing.* You have always DREAMED of starting a practice/business - and NOW may be the time.* You have a PASSION to serve others and to see them succeed.* You want to know the "why" as well as the "how" in the work you do.* You are FINISHED with pushing products in a transactional process to customers. *You are ready to build through a professional consultative process that builds a long-term clientele.* You have a career vision for yourself. You are just not entirely sure how you will get there.* You have a history/understanding of the importance of proper financial programs and products for individuals and businesses.* You want to join an organization that will allow you to build a practice for yourself, but not by yourself.* You are tired of working harder than anyone else in your organization without being recognized or paid fairly for your efforts.* You want to affiliate with an organization that values respect, development and performance.SFC BY THE NUMBERS:* The Firm has been established and serving Advisors and their Clients for 30+ Years.* Relationships with 100+ Advisors in the 4-State Regional Area serving thousands of clients nationally.* A Management Team with a Combined 130+ Years of Industry Experience in Advisor Development and Successful Client Acquisition and Service. Show less

Oklahoma City, Oklahoma, United States

Nature's Key is one of the largest Edibles producers/wholesalers in Oklahoma. 18 Month Results Included:* Built a Statewide Sales Organization (from Scratch) that grew from $0 to $150K of Monthly Revenues.* Replaced and Hired 70% of all company employees. (Currently 20 full-time)* Installed New Fulfillment and Sales Activity/Inventory Systems.* Created a Sales Co-op Network with Outside Products for NK's Distribution Channel.*Built, Designed and Operationalized a "White… Show more Nature's Key is one of the largest Edibles producers/wholesalers in Oklahoma. 18 Month Results Included:* Built a Statewide Sales Organization (from Scratch) that grew from $0 to $150K of Monthly Revenues.* Replaced and Hired 70% of all company employees. (Currently 20 full-time)* Installed New Fulfillment and Sales Activity/Inventory Systems.* Created a Sales Co-op Network with Outside Products for NK's Distribution Channel.*Built, Designed and Operationalized a "White Label" Division for Out of Sate CBD Sales.*Responsible for the Costing and Pricing of all New and Existing Products. Show less

Oklahoma City, Oklahoma Area

As The President of The Alchemy Group and a Licensee for Culture Index Inc. Andy worked with Business Owners, CEOs and Sales Executives. Over a 2-year period, Andy consulted with 30+ management teams and profiled 1000+ employees/individuals. Engagements included:*Lagging Sales results.*Stagnant Top-Line Revenues.*Unexplained Spikes in Employee Turnover.*Shrinking Bottom-Line Profits.*Identification, Recruiting and Selection of New Executives and… Show more As The President of The Alchemy Group and a Licensee for Culture Index Inc. Andy worked with Business Owners, CEOs and Sales Executives. Over a 2-year period, Andy consulted with 30+ management teams and profiled 1000+ employees/individuals. Engagements included:*Lagging Sales results.*Stagnant Top-Line Revenues.*Unexplained Spikes in Employee Turnover.*Shrinking Bottom-Line Profits.*Identification, Recruiting and Selection of New Executives and Employees.*Identification and Analysis of Strengths, Weaknesses and Traits of Current Management Teams for Greater Effectiveness and Efficiency.*Developed Sales Plans for Organizations based on the Goals/Constraints of the Organization.*Evaluation of Scalability to meet future goals (Infrastructure & Expansion). Show less

Indianapolis, Indiana Area

5 Year Results:Worked in all 3 Regions and 35 of the 42 Agencies of the Company. Lead Recruiter for 10 New General Agencies (out of 18 hired) from 2014-2018.Regions Managed finished 1st in Total and Quality Recruits 2014-2017. Regions Managed finished 1st in New Agent Production 3 out of 4 years. Through Raises and Bonuses – Increased Personal Income by 80% in 3 years.Duties and Responsibilities:General Agency Coaching and Consulting on Agent Recruiting… Show more 5 Year Results:Worked in all 3 Regions and 35 of the 42 Agencies of the Company. Lead Recruiter for 10 New General Agencies (out of 18 hired) from 2014-2018.Regions Managed finished 1st in Total and Quality Recruits 2014-2017. Regions Managed finished 1st in New Agent Production 3 out of 4 years. Through Raises and Bonuses – Increased Personal Income by 80% in 3 years.Duties and Responsibilities:General Agency Coaching and Consulting on Agent Recruiting, Supervision and Production.Directed new General Agent On-Boarding ProcessField/Home Office Liaison for Recruiting, Development and Field Underwriting.Created and implemented a scratch Agency “5-year Franchise Model. Show less

Oklahoma City, Oklahoma Area

2-year Agency Production Results:Recruited 49 New Career Agents. Finished + 17 in Overall Net Field Force Gain (58 to 75).Doubled New Agent Core Commissions ($340K - $680K). Earned the Silver Bowl Award in 2012Earned the Crystal Achievement Award in 2012.Agency #12 out of 87 in the country in 2012 (Highest commissions for new Agents, Recruiting and Overall Agency Production in the 100+ year history of the Agency).Duties and Responsibilities:Designed and… Show more 2-year Agency Production Results:Recruited 49 New Career Agents. Finished + 17 in Overall Net Field Force Gain (58 to 75).Doubled New Agent Core Commissions ($340K - $680K). Earned the Silver Bowl Award in 2012Earned the Crystal Achievement Award in 2012.Agency #12 out of 87 in the country in 2012 (Highest commissions for new Agents, Recruiting and Overall Agency Production in the 100+ year history of the Agency).Duties and Responsibilities:Designed and Implemented the Agency new Agent Selection and Recruiting Process.Personally Sourced 18 of the Agency’s 49 recruits in a two-year period.Designed and Implemented the Agency’s new Agent “4-year Phase” Training and Development Program.Personally Coached 20+ new Agents over a two-year time frame.Served as the Agency Disability Specialist (2011). Show less

Downers Grove, Il

Regional Managing Director, State Farm Channel, Great Lakes Region; Downers Grove, IL 2008.Regional Sales Organization included: 9 Wholesalers, 5 Internal Wholesalers and a Regional Operations Manager.Managed the Great Lakes and Heartland Zones of State Farm which comprised: 9 states, 10 VPA Groups, 100+ Agency Field Offices and 2200 State Farm Agents.Regional Premium Production increased 20%.Regional Managing Director, Great Lakes Region; Downers Grove, IL 2005 –… Show more Regional Managing Director, State Farm Channel, Great Lakes Region; Downers Grove, IL 2008.Regional Sales Organization included: 9 Wholesalers, 5 Internal Wholesalers and a Regional Operations Manager.Managed the Great Lakes and Heartland Zones of State Farm which comprised: 9 states, 10 VPA Groups, 100+ Agency Field Offices and 2200 State Farm Agents.Regional Premium Production increased 20%.Regional Managing Director, Great Lakes Region; Downers Grove, IL 2005 – 2007.Rebuilt, recruited and realigned the 5 State Regional Sales Organization which included: 7 Wholesalers, 2 Internal Wholesalers, 2 Sales Operations Specialists and a Regional Operations Manager.Managed all Wholesaling Channels which included: BGAs, NFP, Independents, LPL, A.G. Edwards, Merrill Lynch, Wachovia and State Farm.2006-2007 Regional Production Results:Total Regional premium production in all channels increased 73% ($7.7 million to $13.3 million).State Farm Channel Annual Premium Production increased 84% ($2.5million to $4.6 Million). Show less

Greater Chicago Area

Management Council Qualifier (2004).# 13 Sales Manager (1-4 yrs.) in company (2004).MML GA Bench Member.2003-2004 Combined Unit Recruiting, Production and Results:Increased New Life, Annuity, Long-Term Care and Disability commissions by over 350%.23 New Recruits.70% 2 Year Retention.Placed 3 Agents in the Top 20 of All New Agents Nationwide (over 1000 New Agents).

Greater Chicago Area

Managing Director for the #1 General Agency in the company:Increased new financial representative premium production by 300% in the calendar year 2001.Sales unit ranked in the Top 10 nationally.Supervised and Coached 20 financial representatives and managed an agency development staff of 8 members.Assistant Managing Partner, Oklahoma & NW Arkansas Group: Tulsa, OK . 10/95-11/00Managed all recruiting, training and supervision:#1 Ranked Sales Manager in production for… Show more Managing Director for the #1 General Agency in the company:Increased new financial representative premium production by 300% in the calendar year 2001.Sales unit ranked in the Top 10 nationally.Supervised and Coached 20 financial representatives and managed an agency development staff of 8 members.Assistant Managing Partner, Oklahoma & NW Arkansas Group: Tulsa, OK . 10/95-11/00Managed all recruiting, training and supervision:#1 Ranked Sales Manager in production for the Southern Region for 3 consecutive years and Top 5 Nationally Ranked Sales Manager in recruiting for 4 consecutive years.Increased sales unit by a 4-year compounded annual growth of 48% in recruiting, 102% in products sold and 126% in unit revenue.Supervised and Coached 12 financial representatives and had daily interaction with 5 agency staff members. Training Consultant, Home Office: Milwaukee, WI. 05/93-10/95Responsible for the implementation and delivery of field sales force training and management development activities for the Southern Region of the U.S.: Consulted in 60+ of the 102 General Agencies in the U.S. conducting training sessions on the company’s Personal Planning Analysis sales process and software and the equity product rollout. Sponsored, Facilitated and Trained in approximately 8 Home Office Schools per year (subjects included sales skills, product development and agency management development).Financial Representative: Washington, D.C. 08/88-05/93Responsible for personal production as well as entry-level management: Earned company Bronze, Silver, Gold and Ruby Sales Awards and National Quality Award. Recruited on 2 college campuses yielding 6 college interns and 5 full-time financial representatives. Show less

Master Of Business Administration (Mba), Finance

Activities and Societies: President - MBA Association Payed 100% of College Costs. Graduate Assistant: MBA Dean’s Office - Recruiter (We.

Bachelor Of Science (B.S.), Marketing Degree With An Emphasis In Computer Science And Vocal Music

Payed 100% of all college costs. Vocal Music Scholarship, Resident Assistant, Taco Johns, Sold Advertising/Billboards, Started and ran.

General Studies, Football, Basketball, Vocal Music, Drama

Activities and Societies: Football, Basketball, Vocal Music, Drama Started working at 13. Mowed yards, shoveled snow, flipped burgers.