Lee Mcgraw

Lee Mcgraw Email and Phone Number

Senior Financial Advisor @ Allied Elite Financial
333 E Wetmore Rd,
Lee Mcgraw's Location
Carrollton, Georgia, United States, United States
About Lee Mcgraw

I have been in the insurance industry for over 24 years. Throughout my career I have served my clients in may ways. My passion is delivering information and education to my client to allow them to make their own decisions on how to best achieve their financial goals. With that knowledge in mind, I commit to my client to do everything in my power to assist them in that process in whatever capacity they choose.My goal and greatest satisfaction comes when a client states that they are more comfortable and confident about their financial future because of their experience with me.

Lee Mcgraw's Current Company Details
Allied Elite Financial

Allied Elite Financial

View
Senior Financial Advisor
333 E Wetmore Rd,
Employees:
32
Lee Mcgraw Work Experience Details
  • Allied Elite Financial
    Senior Financial Advisor
    Allied Elite Financial
    Carrollton, Ga, Us
  • Advisors Elite
    Senior Financial Advisor
    Advisors Elite May 2023 - Present
    Providing retirement services including: education, planning, and execution to ensure clients reach their retirement goals and objectives.
  • White Line Llc
    Principal Consultant
    White Line Llc Jul 2014 - Feb 2023
    Atlanta Metropolitan Area
    Manage and direct all aspects of multi-product insurance agency. Recruited, trained, and Founded and managed all aspects of multi-line insurance agency. Achieved $1,000,000 organization status with multiple carriers in less than two years. Grew sales at over 25% annually. Received multiple national carrier recognitions and awards on annual basis.
  • Aflac
    Broker Development Coordinator
    Aflac Jun 2012 - Jul 2014
    Atlanta, Georgia, United States
    Recruited to return to Aflac in 2012 to initiate Aflac Broker Program. Assisted in designing and implementing broker program. Routinely presented and trained professional sales force in new market introduction. Assisted Salesforce in developing a custom sales CRM solution. Achieved 124% of quote in first year of broker program.
  • Allstate Benefits
    Regional Sales Manager
    Allstate Benefits Jun 2009 - Jun 2012
    Jacksonville, Florida, United States
    Lead broker sales in assigned territory of independent brokers increasing consistent monthly producers. Achieved top 10 sales manager status in 1st-full year. Consistently exceeded all sales forecasts and goals by more than 30%. Introduced new innovative marketing strategies to grow market penetration in excess of 10% annually.
  • Aflac
    Regional Sales Coordinator
    Aflac Jan 2000 - Jun 2009
    Atlanta, Georgia, United States
    Recruited and lead high producing sales organization. Grew average monthly producers by at least 25% annually. Consistently exceeded all sales forecasts by more than 40% achieving $1,000,000 District status in 3rd year. Set company record of 402% of quota. Promoted minimum of 10% of sales force annually to advanced roles. Identified and developed new sales channels increasing annual sales by more than 20%.

Lee Mcgraw Skills

Leadership Process Scheduler Budgeting Project Management Sales Operations Team Building Business Development Public Speaking Customer Service Sales And Marketing Leadership Contract Negotiation Sales Management Sales

Frequently Asked Questions about Lee Mcgraw

What company does Lee Mcgraw work for?

Lee Mcgraw works for Allied Elite Financial

What is Lee Mcgraw's role at the current company?

Lee Mcgraw's current role is Senior Financial Advisor.

What schools did Lee Mcgraw attend?

Lee Mcgraw attended Kennesaw State University - Michael J. Coles College Of Business, Kennesaw State University - Michael J. Coles College Of Business.

What skills is Lee Mcgraw known for?

Lee Mcgraw has skills like Leadership, Process Scheduler, Budgeting, Project Management, Sales Operations, Team Building, Business Development, Public Speaking, Customer Service, Sales And Marketing Leadership, Contract Negotiation, Sales Management.

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