Michael Balla Email & Phone Number

­- Achieves sales more than $364M annually between life and annuities­- Manages client relations to advance referral base averaging 1:4­-Forecasts and manages pipeline via CRM Web-portal interface used by all agents­- Recruits new agents and trains them to become independent CFT’s (Certified Field Trainers) ­- Conducts weekly advance training on products and software illustrations with new recruits, existing CFT’s, and Senior Leadership­- Strategizes on taking client’s existing cash or retirement funds and re-allocating those funds into a 7702(g) position which creates retirement income tax-free for life ­- Provides mentoring and support to new colleagues while training them on the product offerings CRM management, product Illustration software, and our company philosophy, Movement or Cause – Full Living Benefits (Life Insurance You Don’t Have to Die to Use)

Fort Myers, Florida Area

­- Managed direct and indirect sales, marketing and customer databases to increase sales analytics­-Increased sales in first year by 47% over the previous year ­- Cultivated and maintained partnerships with builders, contractors, real-estate agents, investors, and interior designers creating additional business­- Developed new marketing programs to increase sales revenue­ Within 1st year opened the company’s first design center providing additional sales opportunities­- Oversaw fabrication operations and installation crews ensuring customer satisfaction­- Conducted in-home estimates for granite, flooring, and cabinet remodeling jobs

Rockville Md

­- Generated and managed $48M in life and annuities / mortgage origination­- Increased sales 27% the first year­- Cultivated relationships and produced net sales of $2.7 per agency per week (NIST, NSA, FDA)­-Participated in business networking and chamber of commerce events in the tristate area growing name recognition and presence in the industry­- Leveraged company provided CRM tool to manage and maintain customer data

Mclean, Va

­- Originated and closed an average of $42M per month (8 loans per month ranging from $600K - 1 million plus) in residential mortgage loans­- Conducted credit assessment for clients interested in improving overall financial well-being enabling them to achieve increased buying power­- Identified client needs and determined which products addressed those needs­- Expanded mortgage business via direct marketing strategy

Centreville, Va

­- Self-generated clientele through leveraging former car sales customers­- Conducted direct mail campaign converting over 1,200 former car sales customers into financial clients representing about 27% as mortgage clients­- Provided clients with advice on home equity management strategies, by re-financing their home equity allowing the client to maximize their wealth while reducing their overall tax implications­- Assessed and educated clients on credit implications and assisted with credit repair, as needed­- Built relationships with CPA’s, financial advisors, real-estate agents, and investors yielding referral- based clients­- Engineered a re-branding campaign to identify and capture high-income net worth clients which resulted in multiple 7 figure loan amounts

Fairfax, Va