Steven Burgus

Steven Burgus Email and Phone Number

Principle and Partner @ Stoneway Financial Services
Beaverton, OR, US
Steven Burgus's Location
Beaverton, Oregon, United States, United States
Steven Burgus's Contact Details

Steven Burgus work email

Steven Burgus personal email

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About Steven Burgus

Award winning insurance sales manager and sales professional. Achieve Global and Portland State University certified facilitator/training manager and experienced pension plan administrator with two professional designations, Certified Retirement Counselor (CRC) and Certified Retirement Administrator (CRA), from the International Foundation for Retirement Education (InFRE).• 6+ years as Owner/Manager of insurance agencies selling Medicare insurance, Property and Casuality insurance and various type of Life insurance specializing in sales to Seniors. • 8+ years successful experience selling Medicare insurance, Property and Casuality insurance and Life insurance specializing in sales to Seniors. • Awarded “Agent of the year, 2006” by AAA Oregon/Idaho Insurance Agency for standing sales performance during first year with that agency.• 3+ years successful sales experience with a national business forms and printing company. Increased sales in my territory by over 60%. • 7+ years successful sales/marketing experience with a regional actuarial consulting firm selling and administrating qualified employee benefit plans. • 15+ years designing and developing performance-based training programs in three different and diverse industries.• 6+ years managing training and development programs, including assessment of training needs, Instructional design and delivery of performance-based training. • Demonstrated ability to work effectively with executive managers, managers and staff.• Graduate of both the Training and Development Graduate Certificate Program in Training and the Graduate Certificate Program in Training Management offered by Portland State University.• Certified AchieveGlobal (Zenger Miller) facilitator.• Excellent computer skills including the ability to quickly learn complex new programs and successfully teach staff to master these new programs.Specialties: Sales of insurance, employee benefit plans and development of and sales of specialized training programs. Program Management/Administration, Defined Benefit and 401(k) plan administration, team building and management, Excellent computer skills including the ability to quickly learn complex new programs and successfully teach staff to master these new programs.

Steven Burgus's Current Company Details
Stoneway Financial Services

Stoneway Financial Services

View
Principle and Partner
Beaverton, OR, US
Website:
stonewayfs.com
Employees:
10
Steven Burgus Work Experience Details
  • Stoneway Financial Services
    Principle And Partner
    Stoneway Financial Services
    Beaverton, Or, Us
  • Stoneway Financial Services
    Principle/Partner
    Stoneway Financial Services Nov 2011 - Present
    Sandy, Or
    • Develop Property & Casualty division for Stoneway Insurance.• Market and sell Property & Casualty and Commercial Insurance policies representing various insurance companies.• Market and sell Medicare Supplement Insurance plans representing United Health Care, Healthnet, Providence and Mutual of Omaha • Market and sell Final Expense and other Life Insurance policies representing various insurance companies.• Market and sell Indexed Annuities products representing various insurance companies.
  • Burgus And Associates
    Owner
    Burgus And Associates Dec 2009 - Aug 2012
    Beaverton, Oregon
    • Developed successful marketing plan for my agency, supervised and trained two high achieving producers. • Marketed and sold Medicare Advantage and Medicare Supplement insurance plans representing UnitedHealthCare and various other Medicare Supplement insurance companies.• Marketed and sold Property, Casualty and Commercial Insurance representing various insurance companies.• Marketed and sold Final Expense Life Insurance to Seniors representing various Life insurance companies.
  • First Tech Credit Union
    Insurance Agent
    First Tech Credit Union Jul 2007 - Dec 2009
    • Represented 20+ insurance companies selling Personal and Commercial lines as well as Life and Health policies.• Averaged 40+ policies sold per month.
  • Aaa Oregon/Idaho
    Insurance And Membership Sales
    Aaa Oregon/Idaho Jul 2006 - Jul 2007
    • Marketed and sold Personal Lines insurance products representing five insurance companies.• Marketed and sold AAA auto club memberships averaging 100+ memberships sold per month.• Awarded “Agent of the year, 2006” by AAA Oregon/Idaho Insurance Agency for outstanding sales performance during first year with that agency.
  • American Family Insurance
    Owner/Manager
    American Family Insurance Jun 2003 - Jul 2006
    • Marketed and sold American Family Insurance Products through my agency.• Increased the size of my agency from a start up agency to over 1200 policies in force.• Managed and trained four Customer Service Representatives/Producers.
  • Oregon Public Employees Retirement System
    Manager, Training And Staff Development
    Oregon Public Employees Retirement System Mar 1995 - Apr 2003
    • Designed, developed and delivered all management, supervisory, and staff development training programs for the agency, including all Microsoft Office computer training programs.• Consulted with executive managers, managers, and supervisors in the design of training and staff development opportunities to achieve the objectives of our ongoing reengineering program.• Prepared and administered the agency’s $150,000 training budget, including legislative proposals.
  • Scott, Tellier & Co., Inc.
    Employee Benefits Consultant
    Scott, Tellier & Co., Inc. Aug 1988 - Mar 1995
    • Marketed and sold qualified employee benefit plans for a regional actuarial consulting firm.• Consulted with clients and their professional advisors to determine their organization’s needs and developed qualified employee benefit plans to meet client needs.• Developed and presented seminars to professional advisors on employee benefit related topics to market our services.

Steven Burgus Skills

Team Building Insurance Customer Service Public Speaking Strategic Planning Microsoft Office Event Planning Outlook Marketing Management Microsoft Excel Teaching Research Program Management Leadership Microsoft Word Sales Recruiting Process Improvement Training Customer Relations Problem Solving Excel Writing Word

Steven Burgus Education Details

Frequently Asked Questions about Steven Burgus

What company does Steven Burgus work for?

Steven Burgus works for Stoneway Financial Services

What is Steven Burgus's role at the current company?

Steven Burgus's current role is Principle and Partner.

What is Steven Burgus's email address?

Steven Burgus's email address is st****@****ast.net

What schools did Steven Burgus attend?

Steven Burgus attended Portland State University, Arizona State University.

What skills is Steven Burgus known for?

Steven Burgus has skills like Team Building, Insurance, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Event Planning, Outlook, Marketing, Management, Microsoft Excel, Teaching.

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