Agency Owner

• Identify key talent and foster an environment of active engagement and performance in order to achieve Hub Objectives and Key Results• Guide and support Sales Agents to maximize their potential in the areas of productivity and culture contributions.• Create and nurture a collaborative environment that delivers a world class employee and client experience.• Assess the strengths and weaknesses of the Sales Team and manage the Sales Agent program accordingly.• Using performance metrics to drive appropriate activity• Conducting weekly coaching sessions of agents to increase motivation and productivity• Identifying and developing talent for advancement opportunities• Driving and reinforcing the right outcomes that are consistent with promoting an understanding of individual, Hub and company compliance requirements, ethical standards, business practices.

• Take incoming calls for Medicare insurance plans• Identify the shoppers needs for sales recommendations• Gather and relay information while speaking with individuals over the phone• Obtain certifications from carriers• Work required platform hours• Create and maintain pipeline for future sales• Meet goal requirements for sales, conversion, attrition and hours• Knowledge and understanding of CMS • Understanding Compliance scoring to achieve a high-quality presentation

• Worked with Centers of Influence to generate leads • Made outbound calls to offer quotes• Developed marketing strategies to promote agency• Submit new business applications• Sales meetings to discuss P & L• Worked with vendors for product information and underwriting requirements

• Train and manage Licensed Sales Producers• Oversee day to day sales activities for staff• Work with dealership staff to gain customer referrals for auto/home/life insurance• Develop compensation plans for LSPs• Met with Agency Owner to review P & L• Meet with prospective customers to provide comparison of insurance coverage• Submit new business applications• Onboarding of new customers• Collect any missing documents to avoid compliance issues• Cross sell other lines of business• Send referrals to Financial Advisor

• Establish customer relationships and follow up with customers, as needed.• Work with the agent to establish and meet marketing goals.• Use a customer-focused, needs-based review process to educate customers about insurance options.• Maintain a strong work ethic with a total commitment to success each and every day.• Provide insurance for life, fire and auto to new and existing customers.• Outbound cold calling for new business.• Review coverage with insureds. • Provide quotes for insurance.• Make policy changes

• Worked remotely from home.• Research and educate members on their existing retirement plans, such as TRS, TCDRS, Social Security, deferred compensation plan, tax sheltered annuities and 401k plans• Work with not for profit, K-12, higher education and government entities to provide retirement planning solutions• Review health and life insurance need • Offer in person or phone appointments to review goals and discuss strategies • Provide educational seminars regarding various financial topics to groups• Insurance and investment sales

• Provide operational support to advisors by meeting client investment planning needs• Understand client’s goals and objectives by including their lifestyle, family, interests and passions• Investment product knowledge & trading experience with equities, mutual funds and bonds• Communicate as liaison between clients and advisors• Assist in developing, preparing and maintaining client investment portfolios and reports• Match up products and services to clients goals• Create reports and action plans for producers to ensure effective meetings• Process client paperwork to create new accounts/funding of investments