Brian Mckellar ★ Email & Phone Number

Santa Maria, California, United States

Salt Lake City, Ut, Us

Casper, Wyoming, Us

I'm over sales, finances &business consulting. Check out our website at NetAngel.com

Columbus, Ga, Us

Conducts focused recruitment sourcing/candidate identification and outreach tactics utilizing a variety of strategies; ATS, social media tools (LinkedIn), web based tools (research, ZoomInfo, etc.) and ebased tools (targeted email marketing campaigns, cold and warm calls, etc.). Establishes contacts with in community through membership and participation in activities of professional societies.Consults with managers to determine projected needs of short term and longer workforce planning and recruitment needs.Develops and maintains relationships with training institutions, colleges, universities, and other key school affiliated programs and placement officers, and services to build the pipeline of candidates.Provide consistent and constructive feedback to my team; train, develop or identify the associate's or District mgrs. training and resource needs; establish priorities, schedule daily work and monitor the quality and quantity of work performed by the region and the individuals within the region. Assist with developing the regions annual budget, and ensure that operations are managed within authorized budget limits, while maintaining cost control, labor efficiency, materials efficiency, service quality, and appropriate staffing levels.Monitor sales patterns and other (such as recruiting) key performance indicators (KPI); develops and maintains metrics by analyzing sales and performance statistics; provides sales research reports and presentations responsive to senior and executive management needsAuthorize forms for license applications, appointments, and terminations sent to state insurance departments; research licensing/contracting questions posed by the field force; provide guidance on preparation of legal agreements and/or bridging and switching agreements

Columbus, Ga, Us

As District Sales Coordinator, my job is to train, recruit and guide associates in their efforts to obtain new business clients, educate their employees on voluntary benefits, enroll their employee population, and service their claim needs.PROFESSIONAL SKILLSExperience in managing customer accounts; up to 100 business.Knowledge of customer service techniques. Familiarity with data analysis skills and CRM programs.Ability to identify customer needs. Ability to negotiate and close sales. Ability to build customer loyalty. JOB EXPERIENCE Contacted customers to explain about products. Maintained existing customers. Customized products to suit individual customer needs. Developed marketing strategies to compete with other companies. Generated list of prospective clients. Followed bookkeeping procedures.

Job Responsibilities:Provides service to clients' changing insurance needs by selling life, health, and disability insurance.Job Duties:•Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.•Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.•Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.•Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.•Obtains underwriting approval by completing application for coverage.•Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.•Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.•Provides death benefits by delivering policy proceeds; reassessing client needs.•Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.•Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.Skills and Qualifications:Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis------------------------------------

Bachelor Of Science (Bs), Math, Education

Education record

Education record