Anthony Spencer

• Forecasted sales and established processes to achieve sales objectives and related metrics.
• Developed and implemented effective sales strategies and led nationwide sales team members to achieve sales targets.
• Collaborated with company partners to implement continuous improvements and exceed team goals.

• Consulted with General Office management to meet Production and Recruiting goals

• Coached agents on prospecting and sales processes

• Participated with agents in field appointments and networking events

• Facilitated and presented in Recruiting seminars

• Developed a strong command of New York Life’s life insurance products and sales processes

• Coordinated case development and design support

• Delivered sales presentations to both agents and clients

• Collaborated with Internal partners, competition, and advanced planning teams to manufacture and close large cases

• Built and Delivered presentations using PowerPoint

•Utilized CRM and Excel to track and drive results

• Made proactive sales calls on a daily basis with existing representatives to strengthen relationships and uncover selling opportunities

• Collaborated with External Consultants to develop and execute an appropriate business plan to maximize territorial sales

• Utilized CRM and Excel to track and drive results

• Assisted clients in achieving their financial goals by presenting a diverse suite of insurance and investment products