God, family, and friends
ANDREW C.
Birmingham,AL
Summary
Highly motivated, passionate, results-oriented sales and management professional with over 12 years experience in the financial services/insurance industry. Proven record of performance and ability to excel in a fast-paced and challenging sales environment. Continuous high-level achievement in sales, training, and personal development.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
AAA of Alabama
01.2017 - 10.2024
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 250%.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients.
Licensed Banker
Wells Fargo
01.2014 - 12.2016
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
Financial Representative
Mass Mutual of Alabama
12.2013 - 12.2016
- I provide total financial needs analysis through a network of experienced professionals with expertise in: Retirement analysis programs, Estate strategies, Employee benefit and retention strategies, Business continuation strategies, Trust services
Financial Representative
Northwestern Mutual
09.2011 - 12.2013
- Assist clients in financial security planning, Responsible for generating my own referrals, Generated over $100,000 insurance premium in first year
Senior Loan Officer
Network Funding, LP
03.2010 - 09.2011
- Developed relationships in a new market through networking with realtors, bankers, business clubs, and other related sources to increase sales volume, Followed up with internet leads to generate business, Met with potential clients to present financial options to accomplish their overall goals, Worked directly with mortgage processors to provide all necessary documents and information needed to close and fund mortgage loans
Senior Mortgage Specialist
Louisiana Mortgage Associates
10.2006 - 03.2010
- Increased sales volume through networking with realtors, bankers, business clubs, and other related sources, Consistently ranked in the top 10% of all loan officers, Broke company record for number of loans closed in a month
Branch Manager
First NLC Financial Services
08.2003 - 10.2006
- Developed a sales team for a start-up branch that ranked in the top percentile nationwide for two consecutive years, Managed loan officers and processors to increase loan volume by 250%
Education
Bachelor of Science in Commerce & Business Administration - Financial Management
The University of Alabama
Tuscaloosa, ALSkills
- Service referrals
- Client servicing
- Service connections
- Financial reviews
Accomplishments
Was #1 agent in production outside of California during my time with AAA, Averaged 300 sales per year.
Certification
- Federal and State Mortgage License in Alabama and Louisiana
- Insurance Licensed
- Securities Licensed
- Series 6 & 63
References
Professional and Personal References available upon request
Golf, tennis
Member of UTSA for 4 years with Pinetree Country Club. Golf is what I enjoy doing, but my number one enjoy is coaching my sons sports.
Interests
Timeline
Life Insurance Agent
AAA of Alabama
01.2017 - 10.2024
Licensed Banker
Wells Fargo
01.2014 - 12.2016
Financial Representative
Mass Mutual of Alabama
12.2013 - 12.2016
Financial Representative
Northwestern Mutual
09.2011 - 12.2013
Senior Loan Officer
Network Funding, LP
03.2010 - 09.2011
Senior Mortgage Specialist
Louisiana Mortgage Associates
10.2006 - 03.2010
Branch Manager
First NLC Financial Services
08.2003 - 10.2006
Bachelor of Science in Commerce & Business Administration - Financial Management
The University of Alabama