Summary
Overview
Work History
Education
Skills
Timeline
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Adam Shea

Chesterfield,MO

Summary

Accomplished Field Director at Bankers Life and Casualty with a proven track record of developing high-performing managers and achieving the highest team production rates for seven consecutive years. Demonstrates expertise in client account management and sales team training, utilizing strong communication skills and an extensive personal network to consistently exceed financial goals. Aiming to leverage strategic insight as the Managing Director of St. Louis to further elevate client and company success in a dynamic financial landscape.

Overview

25
25
years of professional experience

Work History

Registered Investment Advisor

Bankers Life Securities
Saint Louis, MO
10.2010 - Current
  • Recommended strategies to clients to help achieve financial goals
  • Implemented financial plans and insurance strategies specifically tailored to client's financial goals
  • Provided financial advice and guidance to clients regarding their investments
  • Developed and implemented investment strategies for individual clients based on their risk tolerance, time horizon, and long-term goals
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability
  • Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning

Field Director

Bankers Life and Casualty
Saint Louis, MO
08.2010 - Current
  • Developed two long-term Field Managers, including one who qualified for the Emerging Leaders Program in 2024. Both Field Managers out produced all other office Field Directors (3) and Field Managers (3) in 2024
  • Top Field Director (USV) team in the branch (3051) in 2018, 2019, 2020, 2021, 2022, 2023, & 2024
  • Successfully ran the office satellite (3051B) for 14 months, during which time I had the top producing agent, in either the main branch or satellite, 4 of the top 10 agents in 3051/3051B, with average agent production, 50% higher than the agents in the main branch
  • My team has consistently SNA'd the highest percentage of new agents in the branch. In 2024 alone, we had 6 of the 11 new agents to reach SNA
  • Developed the only series 7 licensed manager or agent in the branch

Financial Advisor

Merrill Lynch
Saint Louis, MO
10.2003 - 05.2009
  • Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance
  • Grew assets under management through referrals and new business opportunities
  • Actively participated in marketing initiatives aimed at increasing brand awareness within the community
  • Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy

Professional Baseball Player

River City Rascals
Saint Louis, MO
05.2002 - 08.2002

Professional Baseball Player

Chico Heat
Chico, CA
05.2001 - 07.2001

Professional Baseball Player

Valley Vipers
Scottsdale, AZ
06.2000 - 01.2001

Education

Bachelor of Arts - Marketing

Saint Louis University
St. Louis, MO
12-2001

High School Diploma -

Desmet Jesuit High School
St Louis, MO
05-1996

Skills

  • Series 7, Series 66, and Life and Health licensed
  • Sales Team Trainings
  • Effective Sales Closing
  • Strong Communication Skills
  • Client Account Management
  • Established Personal Network
  • Extensive Knowledge of Sales Processes
  • Effective Sales Presentations
  • Swift Problem Resolution

Timeline

Registered Investment Advisor

Bankers Life Securities
10.2010 - Current

Field Director

Bankers Life and Casualty
08.2010 - Current

Financial Advisor

Merrill Lynch
10.2003 - 05.2009

Professional Baseball Player

River City Rascals
05.2002 - 08.2002

Professional Baseball Player

Chico Heat
05.2001 - 07.2001

Professional Baseball Player

Valley Vipers
06.2000 - 01.2001

Bachelor of Arts - Marketing

Saint Louis University

High School Diploma -

Desmet Jesuit High School

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Adam Shea