Summary
Overview
Work History
Education
Skills
Websites
Certification
Affiliations
Certifications, Licenses, and Registrations
Timeline
Generic

Andrew Sheehan

Terrace Park,OH

Summary

Results-driven leader with a strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Knowledgeable in leveraging traditional and online recruitment strategies and pipelines to achieve growth goals. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with a focus on fostering a productive and positive team culture. Tech-savvy innovator with hands-on experience in emerging technologies and a passion for continuous improvement.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Director of Brokerage Operations

Brokerage Solutions, LLC
04.2024 - Current
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.

Field Distribution & General Agent

Self-employeed
08.2005 - Current
  • Expanded agent network by recruiting top talent, offering competitive compensation packages, and fostering a supportive work environment.
  • Analyzed financial data regularly to identify trends affecting profitability and implemented necessary adjustments for sustained success.
  • Boosted revenue growth with strategic pricing models and innovative product offerings tailored to client needs.
  • Streamlined operations by automating manual processes, reducing administrative workload and response time.
  • Developed new business opportunities by conducting market research, identifying trends, and targeting prospects within niche markets.

Regional Vice President/Head of Field Development

Ohio National Financial Services/AuguStar Financial
11.2019 - 02.2024
  • Oversaw the sales operations of the Midwest Region
  • Successfully filled critical leadership positions within tight deadlines by leveraging extensive professional networks and proactive candidate engagement tactics.
  • Managed financial performance by setting budgets, monitoring expenses, and identifying areas for improvement.
  • Increased regional sales by developing and implementing strategic sales plans.
  • Expanded the company''s presence in new territories, establishing valuable partnerships and increasing market penetration.
  • Actively participated in industry events and conferences to stay current on recruiting trends, technologies, and best practices.
  • Presented project updates during executive meetings to maintain transparency around progress towards key objectives while addressing any concerns raised by leadership stakeholders.
  • Balanced competing priorities and resource constraints to deliver optimal results within the context of project timelines and budgetary restrictions.
  • Negotiated contracts with vendors and service providers for cost-effective solutions that supported project requirements.
  • Championed a culture of innovation within the development team by encouraging experimentation with new technologies or approaches to problemsolving.

Head of Field Development

Ohio National Financial Services/AuguStar Financia
11.2019 - 06.2022
  • Presented project updates during executive meetings to maintain transparency around progress towards key objectives while addressing any concerns raised by leadership stakeholders.
  • Balanced competing priorities and resource constraints to deliver optimal results within the context of project timelines and budgetary restrictions.
  • Negotiated contracts with vendors and service providers for cost-effective solutions that supported project requirements.
  • Championed a culture of innovation within the development team by encouraging experimentation with new technologies or approaches to problemsolving.

Manager, Financial Services

Prudential Advisors
10.2017 - 04.2019
  • Reviewed resumes and employment applications and interviewed applicants to evaluate work history and other qualifications.
  • Reached hiring goals consistently through effective collaboration with hiring managers and clear communication of requirements.
  • Measured and reported on recruitment metrics to track successes and failures of recruitment efforts and identify areas for improvement.
  • Developed detailed reporting structures for key performance indicators related to recruitment activities, ensuring transparency and accountability in hiring efforts.

Partner

New York Life Insurance Company
05.2016 - 10.2017
  • Recruited candidates for multiple positions within firm including financial professional, fast-track managers, agent development manager and life specialist.
  • Worked closely with hiring managers to ensure clear communication throughout the recruitment process, fostering strong partnerships and timely decision making.
  • Optimized job postings for maximum exposure, utilizing keyword research and search engine optimization techniques.
  • Trained agents on prospecting, fact finding techniques, rapport building, presentation skills and closing techniques.
  • Trained financial professionals on prospecting, fact finding techniques, rapport building, presentation skills and closing techniques

District Manager, Agency Business Consultant

Farmers Insurance
04.2008 - 04.2014
  • Recruited agency owners to the Farmers brand.
  • Developed business plans with agency force to maintain standards of operations and growth goals.
  • Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
  • Developed and executed comprehensive training programs for agency owners, resulting in improved agency performance and customer satisfaction.
  • Collaborated with senior management on strategic planning initiatives aimed at maximizing profitability while maintaining high standards of quality across the district.
  • Enhanced company reputation through community involvement, developing partnerships with local organizations and participating in charitable events.

Education

Business Management Administration -

Indiana University
Bloomington, IN
2002

Skills

  • Strategic Planning
  • Verbal and written communication
  • People Management
  • Operations Management
  • Recruiting and Sourcing
  • Team Collaboration
  • Recruitment Strategies
  • Training and Onboarding
  • Recruitment strategy development
  • Talent Acquisition
  • Self-Motivated Work Ethic

Certification

  • Property & Casualty
  • Life & Health
  • FINRA Registered Principal - Series 6, 63 and 26
  • LUTCF Coursework
  • GAMA Member & LAMP Participant
  • NAIFA Member

Affiliations

  • NAIFA

Certifications, Licenses, and Registrations

Property & Casualty and Life & Health

FINRA Registered Principal - Series 6, 63 and 26

LUTCF Coursework

GAMA Member & LAMP Participant

NAIFA Member

Timeline

Director of Brokerage Operations

Brokerage Solutions, LLC
04.2024 - Current

Regional Vice President/Head of Field Development

Ohio National Financial Services/AuguStar Financial
11.2019 - 02.2024

Head of Field Development

Ohio National Financial Services/AuguStar Financia
11.2019 - 06.2022

Manager, Financial Services

Prudential Advisors
10.2017 - 04.2019

Partner

New York Life Insurance Company
05.2016 - 10.2017

District Manager, Agency Business Consultant

Farmers Insurance
04.2008 - 04.2014

Field Distribution & General Agent

Self-employeed
08.2005 - Current
  • Property & Casualty
  • Life & Health
  • FINRA Registered Principal - Series 6, 63 and 26
  • LUTCF Coursework
  • GAMA Member & LAMP Participant
  • NAIFA Member

Business Management Administration -

Indiana University
Andrew Sheehan