Summary
Overview
Work History
Education
Skills
Certification
Internships
Timeline
Generic

Andrew Insley, CFP ®

Lewes,DE

Summary

Accomplished manager with extensive expertise in insurance sales and financial advising. Specializes in personal lines insurance, life insurance, and annuity products. Demonstrates strong leadership and team development skills. Excels in client service, marketing, and sales strategy. Passionate about fostering growth and innovation. Keen focus on advancing organizational success through effective meeting facilitation and networking.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Sales Executive

Relation Insurance
08.2021 - Current
  • Manage life insurance sales, achieving consistent client growth and enhancing team productivity.
  • Lead training programs for agents, improving skills and boosting performance with multiple agents in my team achieving top marks.
  • Execute marketing strategies, increasing brand visibility and client engagement.
  • Deliver exceptional service, fostering client loyalty and generating referrals.

Financial Advisor

07.2020 - Current
  • Open investment accounts, including IRAs and 529 Plans, enhancing client financial stability.
  • Lead educational seminars, fostering community engagement in financial literacy.
  • Collaborate with colleges to promote financial wellness, increasing community awareness by holding seminars and teaching events.
  • Analyze client financial profiles to create tailored investment strategies, focusing on IRAs, 529 Plans, and individual accounts for optimal portfolio growth.

Associate Agent

Insley Insurance
08.2012 - 08.2021
  • Sold diverse insurance products, specializing in life insurance and annuities.
  • Managed back office tasks, generating detailed sales and service reports, finding new hires, interviewing, yearly reviews for employees and trainings.
  • Led daily growth-focused meetings, training new and existing agents.
  • Serviced personal lines insurance accounts, ensuring client satisfaction.

Education

Bachelor of Science - FINANCE, FINANCIAL PLANNING, ECONOMICS

University of Delaware
Newark, Delaware

MBA -

Western Governors University

Skills

  • Financial Advising
  • Leadership
  • Time Management
  • Meeting Facilitation
  • Team Development
  • Networking
  • Sales Strategy
  • Customer Retention
  • Risk Assessment
  • Financial Planning
  • Seminars
  • Training New Hires
  • Interviewing
  • Investment Strategies
  • Sales and market development
  • Sales funnel management
  • Business development and planning

Certification

Certified Financial Planner, Series 66 License, Property and Casualty Insurance, Life and Health Insurance, SIE License, and Series 7 License

Internships

INTERN                                                                          Jul 2017 - Sep 2017

Nationwide

Worked as a consultant to push for

organic growth by selling financial products.

INTERN                                                                          Jul 2018 - Sep 2018

Nationwide

Created a Scorecard to track

productivity within the retirement plan division of Nationwide

INTERN                                                                         Jun 2019 - Sep 2019

Bank of America

Worked in a client facing role to assist in expanding account openings.

Timeline

Sales Executive

Relation Insurance
08.2021 - Current

Financial Advisor

07.2020 - Current

Associate Agent

Insley Insurance
08.2012 - 08.2021

Bachelor of Science - FINANCE, FINANCIAL PLANNING, ECONOMICS

University of Delaware

MBA -

Western Governors University

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Andrew Insley, CFP ®