Chris Bor Clu®, Chfc® Cfp® Email & Phone Number

Spokane, WA, US

Spokane, WA

Responsible for assisting financial professionals in delivering life insurance, annuities, long termcare/linked benefits, and disability insurance products to fit their clients’ needs. He designs andimplements estate planning, supplemental retirement, and business insurance cases throughunderwriting..

Western US

• Managed 65 General Agency’s across 14 states in the west. Personally recruited 33 of the agencies over the past 10 years
• Averaged 15% year over year growth in the region. Growth came from new general agents and revitalized existing nonproductive General Agencies
• Had 3 new General Agencies of the Year and the top Agent of the year from personally recruited General agencies. Several Top 10 Agencies throughout my tenure
• Conducted hundreds of training classes to the agencies on product, sales concepts and general advisor training i.e. sales process to include, prospecting, fact finding etc.
• Worked with General Agencies on developing their SOP (standard operating procedures)
• Facilitated Annual Business Planning utilizing the One Page Business Plan®Securities offered through Securities America, Inc., a member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc..

San Francisco Bay Area

• Recruited experienced insurance and financial advisors to the unique Lenox model which focused on high-net-worth clients and businesses
• Responsible for joint sales calls, case design, business and marketing plan development
• Prepared agents to participate in the Lenox high net worth prospects carve out disability enrollments.
• Lenox Advisors is an affiliate of a Mass Mutual agency, Fifth Avenue Financial of New York, NY
• Sales Manager for Mass Mutual in the Lenox model

Walnut Creek, CA

• Finished #19 in the country for all sales managers in 2011 and #25 in 2010
• Responsible for recruiting, training and developing experienced, inexperienced advisors and independent brokers
• Managed 18 individual advisors and over 50 independent brokers
• Created and facilitated all new agent training and business planning
• Utilized the Cassara Clinic Model to develop agents

Pleasanton, CA

• Top 25 Partner in 2006 and qualified for the Managing Partner Meeting
• Invited and attended New York Life Managing Partner training program for eligible top Partners at NYL
• Agency manager for M.A.P (Macro Asset Perspective), a New York Life propriety advanced selling system for select NYL agents and managers
• Performed client seminars, conducted training, case development and field work on the M.A.P sales system
• Completed Kinder Bros’ management training programs

San Jose And Sacramento, CA

• DBA: Integrated Financial Group
• Utilized the Benchmark Consulting Team selling model
• Managed four sales teams, responsible for managing all aspect of the sales team which included a Senior and Junior producer and admin staff
• Responsible for all recruiting and training for the teams
• Created own training and recruiting materials
• Utilized the LEAP sales and training system and became a Certified Trainer / Advisor

Los Angeles, San Jose, San Francisco, CA

• College Unit Director – recruit, train and develop college students for the College Agent Internship program
• Agency Recruiter and Trainer
• Worked with a Top of Table Advisor managing all annual service needs to drive new sales and referrals. Worked on advance sales for high-net-worth clients and business owners
• Received the Broze award for 1st years agents
• Wrote 33 life polices in first 6 months in the business.

B.S., Finance

Mba, Business Administration

Education record