Anthony Rodriguez
Richland,WA
Summary
Seasoned Co-Administrator at Teel Insurance Services, adept in organizational expertise and strategic planning, significantly enhanced client portfolio strategies. Demonstrated exceptional decision-making and relationship development skills across multiple roles, including a pivotal position at Robert Varich Allstate Insurance Agency. Proven track record in leading teams to surpass objectives with meticulous attention to detail and robust verbal communication.
Overview
26
26
years of professional experience
Work History
Co-Administrator
Teel Insurance Services
New River, AZ
12.2007 - Current
- Associating Third Party Administrators, Insurance Management Organizations, Broker/Dealer Clearing Firms.
- Representing health insurance supplementals, life insurance, annuities, and long-term care underwriting.
- Attention to Proctor- Suitability and NAIC Standards based on guidelines and client need.
- coordinated wealth transfers to originate client portfolios and maintain strategies.
Account Executive/ Field Underwriter/ Exclusive Financial Services Representative
Robert Varich Allstate Insurance Agency
San Jose, CA
07.2004 - 12.2007
- Purchaser of securities through Allstate Financial Services, Fidelity Financial Depositories.
- Originator of retirement planning, asset management, life insurance, and client annuity contracts.
- Regional Life Insurance and Financial Services Consultant of agency-owner growth protocols.
- Conducted appreciation meetings advocating critical illness, estate planning, and business continuation planning.
1st VP Marketing / Producer Services
Liberty Group LLC / DBA Life-Time Planning LLC
Oakland, CA
02.1999 - 07.2004
- Assisted ESQ. and CEO David Hollander with agency expansion, achieving quarterly FINRA reports.
- Aided seminar bookings, organized product kits, managed booking agents, and marketing programs.
- Supervised portfolios with a focus on assets under management, targeting estate plans per CEO-ESQ.
- Securities Series #7, #66, plus CA Life & Health Insurance Licenses, procured trading concepts, and developed under CFA Lyle Johnson.
Education
Undergraduate studies - Financial Practitioner Certification
Securities Institute Of San Francisco
CA09-1999
Food Tech/Hospitality Certification - 1000-Hr. Culinary/Hospitality Program
J-Peel Institute
CA05-1985
Army Special Forces Delayed Entry Program -
12.1982
High School -
Carlmont High School
CA01.1982
Skills
- Meeting facilitation
- Organizational expertise
- Decision-making capacity
- Document control
- Troubleshooting and diagnosis
- Policy writing
- Presentation creation
- Attention to detail
- Strategic planning
- Vendor management
- Data analysis
- Verbal and written communication
- Relationship development
Timeline
Co-Administrator
Teel Insurance Services
12.2007 - Current
Account Executive/ Field Underwriter/ Exclusive Financial Services Representative
Robert Varich Allstate Insurance Agency
07.2004 - 12.2007
1st VP Marketing / Producer Services
Liberty Group LLC / DBA Life-Time Planning LLC
02.1999 - 07.2004
Undergraduate studies - Financial Practitioner Certification
Securities Institute Of San Francisco
Food Tech/Hospitality Certification - 1000-Hr. Culinary/Hospitality Program
J-Peel Institute
Army Special Forces Delayed Entry Program -
High School -
Carlmont High School