William Pendleton Email & Phone Number

Ft Myers, Port Charlotte Area

Tampa, Fl

• Leveraged product portfolio of AAA Life & Auto Club South; expanded market size to increase the production by 233% in 2011• Assisted in hiring and onboarding of 30 new agents in 60 locations in 2009-2010 • Developed and implemented new training materials and strategies to support Life program redesign in 2011• Conducted formal training courses in field and classroom setting to standardize product and sales methodologies; responsible for 75% of training under new director in classroom and 100% in field • Mentored and provided support to Life & Health team; drove 3 of 9 agents to achieve Sales Excellence & President’s Circle • Assisted Director of Life & Health to nurture partnerships and negotiate with insurance carriers to expand product offerings • Collaborated directly with IE to drive and monitor production of Life Agents • Created production reports using Hard Metrics and POC on a weekly basis to inform AE, IM, and Agents of their production performance

• Specialized in Senior and Pre/Post Retirement area for Life Insurance, Long Term Care, Final Expense, Health & Medicare Supplements, Income & Assets, and Annuities• Achieved Presidents Club status and ranked 22nd of 900 Agents within Ameri-Life• Promoted to Assistant Branch Manager and provided training to 30+ new agents• Registered and licensed with 12 providers including MetLife and United Health Care

• Responsible for the promotion and development of a wholesale flooring company• Increased sales by over 50% resulting in $2 M increase by hiring, training, and retaining employees • Identified and implemented strategy, marketing, and showroom layout • Collaborated with dealers, architects, interior designers, contractors, and property owners to drive sales

• Defined and built client base of small and large business for auto glass replacement of fleet vehicles and insurance referrals • Delivered activities and services within time constraints and under budget • Achieved 10% production growth, ranking 2nd of 140 branches in production increase in 2002

• Owned and developed private agency to promote multi-line products from State Farm including: Auto, Home, Life, and Health Insurance• Provided financial security and guidance to over 5,000 households• Increased production annually to achieve Top 10 Agency in the Indiana Region • Hired and trained specialty licensed agents to market products to aggressively accelerate agency profitability and marketing penetration in a saturated market• Provided leadership and gave continuous feedback regarding employee performance; created motivational incentive using trips, awards, and bonuses

• Responsible for a full range of agency operations including: recruiting, training, marketing, and personal growth with hands-on development of 21 Agents and over 60 staff members • Trained, mentored, and motivated winning team to achieve #6 ranking in the Area Agency Division out of 44 Divisions • Supported and implemented corporate policies and programs within time constraints and under budget• Provided strategic direction by hiring and developing 4 agents, 3 of whom achieved Top 100 Agency Trainees out of 1,100 nationwide • Demonstrated financial skills for effective forecasting, budgeting, and negotiation for both new and veteran agents and staff • Responsible for the market penetration in a controlled growth environment • Qualified for The Five Star Manager Award, the highest management level

• Originated start up agency to achieve #1 Agency out of 540 in the Indiana Region • Oversaw team of 4 specialized staff members to support growth of agency • One of the first agencies to implement computer equipment which eliminated paper forms and applications • Implemented strategic planning and tactical marketing through various media vehicles including print, radio, television, and community networking • Promoted to District Agency Manager

M.S., Industrial Technology/Education

B.S., Industrial Technology/Education

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