| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateBobBCCaylorProfessional SummaryDetail-oriented Financial Professional with over 20 years of experience. Expert in the Financial Services and Insurance industry protocols. Excellent reputation for resolving problems and improving customer satisfaction.Work HistoryPrudential Life- Financial ProfessionalAnderson SC10/2022-Present Worked closely with current clients and new prospects to help them develop a financial plan to reach their dreams and goals. Attended seminars and workshops to increase my skills within the Prudential system.Western & Southern Life - Agency ManagerGreenville, SC06/2019 -10/2022 Attended seminars, conferences, and organizational activities to maintain management expertise. Complied with FINRA and Insurance laws and funding requirements at each level of government from local to federal. Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving. Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants. Managed, trained, and motivated Financial Reps and Staff Managers to continuously improve knowledge and abilities in the Financial Services field. Upheld great standards of leadership for employees, consistently leading by example for best-in-class Financial Services work. Managed 10 team members across 2 departments, resulting in an approximate 80% increase in annual revenue year to year. EMAIL AVAILABLEPHONE NUMBER AVAILABLEAnderson, SC 29625Website, Portfolio, Profiles https://LINKEDIN LINK AVAILABLEcaylor-4aa8b314Skills Strategic Planning Financial Management Team-Building Exercises Business Leadership and Forecasting Performance Monitoring andEvaluation Deferred Compensation and DefinedContribution Plans Financial Statement Review and GoalPlanning Originality and CreativityCreative Benefit Solutions - Independent Insurance Agent Anderson, SC01/2019 - 06/2019 Called potential customers daily to expand customer base. Determined client needs and financial situations by listening to and scheduling fact-finding appointments. Explained features and benefits of policies to customers to help. Transamerica Life Insurance Company - Associate Director Greenville, SC04/2016 - 01/2019 Managed staff performance of staff by proactively addressing deficiencies and training weaknesses. Established performance goals for employees and provided feedback on methods for reaching those milestones. Set aggressive targets for employees to drive company success and strengthen motivation. Planned, created, tested, and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations. Coached staff on daily performance and conducted evaluations to constructively address concerns.Baltimore Life Co/ Fiacco & Associates - Sales Manager/Partner Greenville, SC11/2013 - 04/2016 Handled customer relations issues, enabling quick resolution and client satisfaction. Held weekly meetings with Agents to identify techniques to overcome sales obstacles. Coached employees in successful selling methods and encouraged cross-selling to drive revenue. Identified, hired and trained highly qualified staff by teaching best practices, procedures and sales strategies.Colonial Life - Agency Development ManagerGreenville, SC10/2011 - 11/2013 Attended seminars, conferences and organizational activities to maintain management expertise. Approved staff hiring, termination, promotions and department transfers. Managed staff performance of staff by proactively addressing deficiencies and training weaknesses. Complied with Insurance laws and funding requirements at each level of government from local to federal. Effectively supervised staff implementing company policies, protocols, work rules and disciplinary action.CertificationsSeries 6, 63, 26 and Life & Health Licensein SC, GA, TNEducationWright State UniversityDayton, OHAssociate of Science: Psychology andBusiness |
