Broker Recruitment Manager,
OH, IN, MI, KY
330-722-7070 x 306
Anthony@quickinsuredbrokerage.com
Summary
Over 10 years of sales experience in insurance and finance.
- Sales Specialist in Final Expense, Medicare & Retirement Planning
- Agent Training & Management
- Finance Advisor/Retirement Planning
Insurance Sales Experience
- Over 7 years of experience
- Sold insurance in over 15 states, closing business over the phone and in person
- Field experience, setting appointments via door knocking and phone calls
- 80% of business came from referrals, resulting in 50% close ratio
Agent Training & Management
- Over 3 years of experience
- Recruited and trained team of 10-captive agents to market Life & Health/Medicare products to Union Workers across Ohio
- Conducted multiple weekly training sessions to enhance agent’s product knowledge and sales tactics
- Performed ride-alongs for first 2 weeks before agents were released on own to ensure agent success
- Assist agents on new ideas to generate business & expand their own team
Financial Advisor Experience
- Over 2 years of experience
- Licensed banker for Citizens Bank dealing solely with investments and retirement planning
- Made calls and conducted meetings with current clients in database to have their accounts reviewed and plan for retirement
Advice typically resulted in sales including 401K (new & rollover), Jumbo CD’s, mutual funds, stocks/bonds, life insurance, and long-term care solutions all based on investors risk tolerance