Adam Swetlik
Woodstock,GA
Summary
Accomplished Independent Insurance Agent, adept in client-first sales and effective communication, sold $7-$8M in insurance products. Licensed in 20+ states, demonstrate exceptional financial acumen and insurance knowledge, surpassing sales targets through strategic client outreach and relationship building. Maintains a strong focus on customer satisfaction and professional development. Successful and seasoned Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Broker
10.2010 - Current
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service. Have sold roughly $7-$8M is supplemental, life and annuities in the Federal Employee space.
- Developed and maintained professional relationships with other industry professionals. Continued CE accrediting as well all Annuity Training and hold $2 M $2 M E and O coverage
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
Education
Bachelor of Arts - Marketing
University of South Florida
Tampa, FLSkills
- Client First Sales Perspective
- Good communicator in person and over the phone
- Insurance product knowledge
- Goal-oriented mindset
- Policy analysis
- Financial Acumen
- Licensed in 20 States
Accomplishments
From 2010, my 1st year as an Insurance Agent, I was # 1 in my company 7 of the next 10 years and was 2nd the other 3 years.
in 2019 I was #1 with my primary company I was also #3 in my secondary company. Since 2010 I have made every TOP Agent sale trip and in a few years multiple trips.
I am current in all CE training and state licensing, along with my E&O coverage.
Have trained 4 other Agents to Top Agent status
Certification
Certified to sell Health, Life and FIA products
Timeline
Independent Insurance Agent
Broker
10.2010 - Current
Bachelor of Arts - Marketing
University of South Florida
Certified to sell Health, Life and FIA products
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