Dave Robitaille Email & Phone Number

Charlotte, North Carolina, United States

Charlotte Metro

*Top sales rep 2018 & 2019 and assists in closing sales as needed.* Develops branch-level sales plans and forecasts. Ensures effective control of sales results to be certain that the achievement of sales objectives are within designated weekly budgets.* Plans and conducts on-going training for sales personnel in customer service skills, selling technique and safety policies and procedures.*Determines work procedures, prepares work schedules, and expedites workflow. Tracks hourly, daily, weekly, sales efficiencies of each salesperson.* Develops, implements and maintains performance standards, measurements, and corrective devices through which approved plans and goals are accomplished within the sales organization.* Ensures recruiting, interviewing and staffing of personnel are conducted to efficiently staff the sales function. Evaluates staff performance, makes salary recommendations and administers disciplinary actions consistent with company policy.

Charlotte, North Carolina Area

*Life and Property & Casualty Sales & Service*Increased client base by 38% in 1st year. Lead sources include company generated leads, outside marketing, community events and referrals due to strong relationship building* Managed day to day activities including payments, insurance reviews, amending policies while adhering to federal and state insurance guidelines.* Expert at developing client rapport and building long term relationships.

Redmond, Wa / Charlotte Nc

* Provide supplemental insurance benefits for union members and their families.* 1990-1994 - Worked with AIL as a GA.* 1992 - CHAIRMAN's CLUB (4 consecutive months of net ALP with 90% retention)* 1993 - TOP 10 Agent Nationwide.* 1994 - TOP 5 General Agent in ALTIG/ALTIG INTERNATIONAL.* Hired and trained agents for offices in Roanoke, VA, Chattanooga TN & Asheville, NC.* Worked with unions and their leaders to supplement benefit plans that complemented their existing benefit packages.* Managed team of 2-3 agents, developed business plans and met weekly for coaching and development.

Bellevue, Wa

* Originated loans and worked with first time home buyers in the greater Seattle market.* First Charter in Washington State. This groundbreaking opportunity utilized my extensive bankingcareer and my sales ability to get company off the ground.!* Developed relationships with title reps, real estate agents, accountants & private bankers.

Redmond / Mercer Island / Bellevue

* Averaged 2.3 million in volume per month (2008-2012).* Managed pipeline while serving 3-5 retail branches.* Consistently in top 10% nationwide 2007-2012.* Worked with private client group (2009-2012).

Greater Seattle Area

* Manage pipeline of company principal; including pricing, shopping, and processing loans.* Provide comprehensive insurance analysis for union labor presidents and their members.* Managed team of 5-7 agents reviewing weekly goals along with providing coaching anddevelopment.

Greater Seattle Area

* Managed sales team of 3-5 for New England Financial / Met Life.* Focused on high net worth clients with insurance and financial planning.* Insurance programs concentrated on disability & long term care along with variable annuities.

Bellevue, Wa

* Partnered with 5-7 Exclusive Allstate Agents (EA) providing life, disability and long term care insurance for existing P&C clients.* Provided basic estate planning with variable life, annuities and mutual funds.* Qualified in top 15%, 1997-2000 for company trips to Hawaii, San Diego & Nappa Valley.

Bachelor Of Science (Bs), Marketing / Finance

Associate Of Science (A.S.), Business Administration And Management, General