Dan M. Email & Phone Number

Sacramento, California, Us

Woodland Hills, Ca, Us

Deliver Farmers product knowledge, sales processes, operations, underwriting and technology via agency visits, classroom, and web conference for new and existing Agents. Develop business, marketing and sales plans and assist with implementation of the Plans for Growth and Profitability. Recruit new Agents, producers and client service personnel. Produce reports for over 50 Agents and District Manager to review production and areas for growth. Create and distribute District newsletters for multiple Districts.

Leader for mid-sized Commercial Insurance Agency. Transitioned business from single owner to being sold to Multi-National Corp. Responsible for P&L, sales, marketing, accounting, underwriting, hiring, training and mentoring. Lead point of contact for all MGAs and Carriers. Met and exceeded goals to reach staff and/or office bonus every month. Proactively reached out and got the Agency appointed with Carriers to find more comprehensive products that better suited the needs of our clients. Led Agency in total transformation from paper and file process to a paperless, virtual workflow using EPIC Agency Management System, which allowed for smooth transition to working from home for all employees beginning in March 2020. • Grew top line revenue from $10 million to $11.5 million in 2 years• Grew bottom line by 7.5% year over year through increased sales, aggressive cost cutting and role realignment

Kansas City, Mo, Us

Manage multiple retail tax offices, including sales, marketing, recruiting, hiring, coaching and mentoring of tax associates, receptionists and bookkeeping staff. Achieved Max Revenue, Client Growth and Service targets in 2018. Responsible for all P&L, supplies, and staffing hours. Extensive community involvement via local events and relationship building. Prepare personal and business tax returns for clients.

Kansas City, Mo, Us

Block Advisors is an exciting and new brand dedicated to servicing the total tax and business services needs of our complex clients. While we are a full service tax firm, we focus on those clients who have more advanced tax situations, such as business owners, estates, trusts, fiduciaries, and corporations. We not only do tax preparation, but also advanced tax planning, bookkeeping & accounting services and full IRS representation. I'm fortunate to lead a delightful, service-oriented team of professionals, who love what we do and live tax! I'm responsible for all aspects of the busy office, including talent recruiting and hiring, coaching and mentoring associates, marketing, networking, preparing returns, setting expectations and, most importantly, providing exemplary service to our clients.

Act as CTEC Registered and Bonded Tax Preparer to produce Personal and Business tax returns. Use knowledge and experience to consult with businesses on growth, profitability, marketing, sales, personnel, and all areas of running a successful business.

Springfield, Il, Us

Responsible for consulting, development and onboarding of all agents in the San Diego District in California. Work with Exclusive Agents and Employee Agents to develop a successful book of business consisting of Auto, Home, and Life policies, as well as Annuity and Retirement accounts. Assist with all areas of the business, including marketing, sales, staffing, and operations. Provide extensive goal setting and business planning assistance for growth of book and direction of business. Company's focus is the Educator market, but will expand and work on opportunities outside of primary market.

Use financial experience to provide over 3500 clients with education, guidance and counseling in all areas of their financial life, including investments, retirement planning, debt counseling, spending plans, tax issues, college funding, mortgages, small business planning, credit restoration and other financial issues. Within weeks raised productivity by establishing a standardized method to reduce time notating accounts. Provide objective, professional advice to help people manage their debt, and make the best decisions possible to build wealth and financial stability.

Charlotte, Nc, Us

Build and manage a team of field Insurance Consultants based in Greater Sacramento Area. Recruit and hire new team members. Train and coach in all aspects of prospecting, selling and closing for Home and Auto sales as well as referrals to Life and Mortgage divisions. Developed marketing opportunities including use of Farmer’s Market, direct mail and networking. Interact successfully with other departments and all levels of Senior Management.

Bachelor Of Arts (Ba), Psychology

Aerospace, Aeronautical And Astronautical/Space Engineering

Education record