I am reliable, honest, and hard working. I have been a Sales leader with a record of achievement. I am an energetic people person who excels at resolving concerns while creating a feeling of trust. I am an expert in all Insurance and Financial Services products. I type 60 words per minute, I am an expert in all Microsoft applications, I am fluent in Russian, and have a fluent understanding of Spanish. I am a husband, and Father to four beautiful children. I am looking for a company with strong morals, and a long history of providing excellent financial products to the market. I have banked with Chase for my business and personal and have been very impressed with the products and the people. I am looking for a career in Financial Services with opportunities to advance into management. I have all insurance licenses, along with Series 6 & 63. I am currently taking my Series 7 exam prep classes.
I am interested in:
Volleyball, Swimming, Scuba Diving, Fishing
Sep 2006 - Present
Sam Smith State Farm Agency
Selected as Agent and Owner of the Sam Smith State Farm Office in September 2006. One of the youngest Agents in the whole San Francisco Bay area. Averaged 185,000 in net commissions the last five years. Led a team of sales professionals in accomplishing specific, sales goals. Annual Sales of over 2 million dollars in Premiums. Five years in a row managing an agency with over two thousand policy transactions annually. Sales leader with a record of achievement, in conceptualizing and managing a successful Insurance and Financial Services Agency. Performed well in a very complex and competitive environement. Managed customer relations, and customer satisfaction for over one thousand households, while also managing the following responsibilites:
Professional Experience as State Farm Agent
- Sales Development And Management
- Oversaw all Marketing & Name Branding, Market Positioning
- Budget Planning and Oversight.
- Sales Growth and Profitability
- New Business Development
- Client Cultivation and Retention
- Sales and Marketing Campaigns
- Staff Management and Human Resource Manager
- Annually created and maintained a business plan.
Apr 2004 - May 2006
Life & Health Specialist
Selected by Ben Sartin to be his Life and Health Specialist. Despite having no experience with insurance, I increased his life and health production by over 25%. I Averaged six life applications per month with an average premium of $66.00. Qualifying Ben Sartin for Travel with State Farm. I took this job in preparation for becoming a State Farm Agent which I accomplished in large part because my success in this job.
Aug 2001 - Apr 2004
I bought, owned and managed Twigs Inc. in Sunnyside Wa, I spearheaded the growth and expansion of the business. Researched, identified, and secured new business development opportunites by opening new stores in Zillah and Yakima which increased sales by 400% over a three year period. The chain sold art supplies, scrapbooking, photography supplies, frames, and custom framing, using the top custom frame lines such as Larsen Juhl, Studio Moulding, and others. Managed all hiring for the company and created a team that increased customer satisfaction, sales, and revenue. Managed new product marketing, and sales. Sold the business for a profit in 2005.
Feb 1998 - Aug 1998
Selected from within the company to be part of a special team, who provided outsourcing for banks to process loans. We succeeded in bringing millions of dollars worth of new revenue to the corporation and created a new department within the corporation. Human Resourses Manager stated, "You were slated for future advancement within the company." I left this job to persue my education.