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Candidate's Name
P.O. Box 350245 Toledo, OH 43635PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLECAREER PROFILEAn experienced and results-oriented sales leader with vast financial skills and drive, I am high energy with excellent communication skills and a proven track record of developing client relationships to mutual benefit.AREAS OF EXPERTISE Strategic planning Creating and delivering effective presentations Developing sales plans Creating strong client relationships Using technology Real estate licensed OH FINRA Series 7, Life/ Health and Property/Casualty Insurance Certified (OH, MI, FL)PROFESSIONAL EXPERIENCECandidate's Name Agency, LLCPrincipal (2015 present) Allstate captive agent through 2021 Manage internal and external sales and sales team Financial planning and wealth management through Wholehan Marketing Life insurance and annuity sales Real estate agent through Keller Williams Maintain existing client relationships Develop new accountsBattery Wholesale, Toledo OHVice President Sales (2013 2015) Manage all outside sales Maintain existing client relationships Develop new accounts Grow external commercial and retail relationships Establish relationships with government entities Previous ExperienceReal Estate Agent Toledo OH(2011- present) Part-time commercial, residential, and multifamily real estate sales. Licensed in Ohio.Multi-financial Securities, Toledo OHFinancial Planner (2011 2012) Focused on wealth management, estate planning and business succession planning Attracted and educated new customers Developed relationships with existing clients Managed accountsCharter One Bank, Toledo OHLoan Officer (2009 2011) Analyzed potential loan markets Developed and maintained referral networks for prospective loans. Marketed bank services and products to individuals and firms Promoted bank services to meet customers' needs Developed and managed annual sales and marketing plan to meet bank targets Monitored and collected all information, including supporting documents to estimate credit worthiness and calculate risk Reviewed loan agreements to ensure completion and accuracy Conferenced with underwriters to aid in resolving mortgage application problems Handled customer complaints and took appropriate action to resolve them Set credit policies, credit lines, procedures and standards in conjunction with senior managers Protected bank image and customer privacy Interviewed, hired, trained and supervised loan employees Stayed abreast of new types of loans and other financial services and products in order to better meet customers' needsSelected Achievements: 2009 generated $24 million in new businessFifth Third Bank, Toledo OHMortgage Loan Officer (2002 2009) Attracted new mortgage loan applications by developing relationships within the community Educated customers on various loan and credit options, as well as service terms Analyzed applicants' financial status and approved loans by examining applications and supporting documents, estimating credit worthiness and calculating risk Worked with clients to identify, target, and achieve their financial goals Selected Achievements: 2005 Presidents Circle Award winner for top producer Cavista Corporation, Sylvania OHMortgage Department (1999 2002)Closetmaid, Chicago ILInside Sales (1997 1999)EDUCATION BS, Business Administration, 1996, The Ohio State University SPECIAL SKILLS & ACTIVITIES Real Estate License (Indiana, Ohio 12/10) Toledo Rotary Proficient in Microsoft Excel, PowerPoint, Word Member Toledo Board of Realtors Toledo Club Squash Committee - helped raise funds and awareness for the community organizationsREFERENCES Available upon request. |
