Tim Adkisson, Cfp, Clu, Chfc Email & Phone Number

Bellevue, WA

Bellevue, WA

I work with a team of Financial Professionals that advise both clients and insurance producers on products that solve problems for AAA WA members and insureds. Our team focuses on Life insurance, Annuities, Disability Insurance, and Retirement Planning.

Bellevue, WA

• Led national sales team in the distribution of Symetra’s limited benefit medical product including crafting and communicating marketing plans, creating and implementing sales strategies, setting sales goals, monitoring.
• Successfully grew the company’s block of limited benefit medical insurance by 90%.
• Efficiently managed a multi-million dollar budget, consistently keeping expenses within expectations.
• Managed six external wholesalers traveling extensively throughout the country to assist and coach them on growing their sales.
• Built and launched a new internal team of three wholesalers which was instrumental in retaining existing business with the previous year’s retention rate over 90%.
• Coordinated with Corporate Marketing, Community Relations, Compliance and other departments to carryout departmental and companywide initiatives

Bellevue, WA

• Worked closely with assigned key limited benefit medical agents in developing and carrying out sales strategies and production campaigns, conducted joint sales calls on important clients, assisted in the implementation.
• Advocated on behalf of one key relationship to the underwriting department helping to rehabilitate the loss ratio on their book of business and facilitating the growth of their book by 30%.
• Sponsored a key relationships product innovation to senior management resulting in launch of new product features which better addressed their marketplace.
• Launched a strategic partnership between Symetra, a key relationship, one of their clients and the American Cancer Societies' "Light the Night" in their community cementing the relationship and resulting in 5 years of.

Bellevue, WA

• Managed 5 of the division’s 9 external wholesalers in the distribution of Symetra’s limited benefit medical product creating and implementing territory sales plans, monitoring and coaching performance, working with key.
• Coached and trained 5 new external wholesalers to build production in the division.

Bellevue, WA

Distributed Symetra’s limited benefit medical product to agents and brokers in 7 western states educating producers on the product and its market, conducting joint sales calls, providing enrollment support, provided continuing education seminars and acting as liaison to home office departments including underwriting and administration.

Redmond, WA

Distributed Symetra's individual life and disability insurance, annuities, mutual funds, pension plan and group insurance through multi-line agents in Western Washington and Alaska conducting joint sales calls, providing enrollment support, provided continuing education seminars and acting as liaison to home office departments including underwriting and.

Redmond, WA

• Distributed SAFECO Life’s individual life and disability insurance, annuities, mutual funds, pension plan and group insurance through multi-line agents in Western Washington and Alaska conducting joint sales calls.
• Top Individual Life Producer 2002
• Top Individual Life Producer 2003

Redmond, WA

• Reintroduced SAFECO Life’s pension business to California and Oregon agents and brokers after a 7 year absence, managed relationships with key Third Party Administrators, conducting joint sales calls, providing.
• Pension Manager of the Year 2000