Alex Taber
Tulsa,OK
Summary
Alex Taber leads a national team of Life Insurance agents and develops marketing strategies as well as trains agents in sales and communication skills. He is knowledgeable in software creating illustrations and presentations for agents to become top producers in the industry. He was a former blue collar worker who's always had a passion for helping people win. He's built a team and trained them as well as partnered with other leaders in the financial industry and built a multiple 6 figure business in financial services. He has helped train social media marketing to organizations, increasing their profits and gaining more clientele. He has given motivational sales training in front of over 30,000 agents.
Overview
18
18
years of professional experience
Work History
Estate Planning Professional
Legacy Army Financial Group
Frisco, TX
06.2024 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Utilized various software and tools to streamline processes and optimize performance.
- Created visuals such as charts, slideshows, and infographics to support presentations.
- Edited existing PowerPoint slides for clarity and consistency.
- Developed and delivered public speaking presentations to large and small audiences.
- Organized workshops and seminars for corporate clients on a variety of topics.
- Coached individuals in the development of their own public speaking skills.
Life Insurance Agent
Legacy Army Financial Group
Frisco, Texas
01.2024 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Created reports on sales activities, customer feedback, and other relevant data.
- Maintained records of client information, including policies and payment history.
- Educated clients on various types of life insurance policies available in the market.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Resolved customer issues in a timely manner, while providing excellent customer service.
- Prepared quotes for prospective customers based on their individual needs.
- Participated in team meetings to discuss strategies for increasing sales performance.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Developed marketing strategies to compete with other individuals, or companies selling insurance.
Life Insurance Agent
People Helping People.
Addison, TX
10.2021 - 12.2023
- Provided personalized service to clients by phone, email, or in-person meetings.
- Maintained records of client information, including policies and payment history.
- Educated clients on various types of life insurance policies available in the market.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Provided onsite support during events to ensure smooth operations.
- Developed and delivered public speaking presentations to large and small audiences.
- Organized workshops and seminars for corporate clients on a variety of topics.
- Coached individuals in the development of their own public speaking skills.
- Created customized presentations tailored to specific audiences and events.
- Developed and implemented successful social media campaigns to support company objectives.
Parts Manager
Deep South Equipment
Tulsa, Oklahoma
05.2016 - 10.2021
- Developed and maintained positive working relationships with vendors.
- Organized and monitored inventory levels of parts, tools, and supplies.
- Prepared documents for ordering parts, supplies, and equipment.
- Coordinated delivery schedules for incoming orders.
- Resolved customer inquiries related to part availability or quality issues.
- Trained new staff members on proper parts handling techniques.
- Monitored stock levels regularly to avoid backorders or shortages.
- Collaborated with other departments to ensure timely deliveries.
- Performed scheduled inventory audits per to verify accuracy and product availability.
Service Technician
Southern Material Handling
Tulsa, OK
03.2013 - 05.2016
- Provided technical support to customers over the phone and in person.
- Maintained accurate records of service calls, repairs, and parts used.
- Diagnosed problems and determined solutions for various customer issues.
- Performed onsite repair of equipment at customer locations.
- Installed new systems according to manufacturer specifications.
- Conducted preventive maintenance on a variety of machines and systems.
- Provided training on the safe usage of equipment when needed.
- Responded quickly to emergency calls from clients needing immediate assistance.
- Followed all safety protocols while performing work in potentially hazardous environments.
- Followed established safety rules, OSHA guidelines, and company safety policies and procedures.
Parts to Service Liaison
Myers Duren Harley Davidson
Tulsa, OK
02.2009 - 03.2016
- Assisted technicians in navigating the organization's website to locate parts or services they need
- Collaborated with other departments within the organization to ensure prompt resolution of customer issues.
- Coordinated activities between internal teams and external vendors for successful delivery of services.
- Organized and monitored inventory levels of parts, tools, and supplies.
- Coordinated delivery schedules for incoming orders.
- Conducted monthly audits of inventory control systems.
- Monitored stock levels regularly to avoid backorders or shortages.
- Communicated with vendors regarding supply orders and delivery timelines.
Sales Associate
Joe Marina Honda
Tulsa, OK
09.2006 - 02.2009
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices, and services.
- Built relationships with customers to encourage repeat business.
- Conducted inventories on a regular basis to track stock levels.
- Demonstrated product features and benefits for customers' needs.
- Upsold additional items based on customer interests and needs.
- Attended weekly team meetings to review performance goals and objectives.
Education
Associate of Applied Business - Business
Tulsa Community College
Tulsa, OK01-2008
Skills
- Team building
- Communication
- Problem Resolution
- Relationship Building
- Troubleshooting
- Social Media Promotion
- Self Motivation
- Professionalism
- Decision-Making
- Public Speaking
- Coaching and Mentoring
- MS Office
- Microsoft Word
- Basic Math
- Time Management
- Leadership
Timeline
Estate Planning Professional
Legacy Army Financial Group
06.2024 - Current
Life Insurance Agent
Legacy Army Financial Group
01.2024 - Current
Life Insurance Agent
People Helping People.
10.2021 - 12.2023
Parts Manager
Deep South Equipment
05.2016 - 10.2021
Service Technician
Southern Material Handling
03.2013 - 05.2016
Parts to Service Liaison
Myers Duren Harley Davidson
02.2009 - 03.2016
Sales Associate
Joe Marina Honda
09.2006 - 02.2009
Associate of Applied Business - Business
Tulsa Community College
Similar Profiles
Mavis WilkersonMavis Wilkerson
Requisition Manager/Certified Tax Preparer at Legacy Financial GroupRequisition Manager/Certified Tax Preparer at Legacy Financial Group
Pakisha DowlingPakisha Dowling
Insurance Broker at Legacy Financial GroupInsurance Broker at Legacy Financial Group
Ashley JohnsonAshley Johnson
Insurance Consultant at Legacy Financial GroupInsurance Consultant at Legacy Financial Group