Bob Sherry
Port St Lucie,Florida
Summary
Friendly Agent experienced processing large volumes of client calls per day. In-depth knowledge of productivity software. Diligent and understanding individual recognized for maintaining low call time and offering exceptional customer service. Accomplished Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and to develop loyal customer relationships. Driven Agent with 26-year career in financial services agency ownership. Adept at maximizing growth through client acquisition, sales, account service and retention.
Overview
27
27
years of professional experience
Work History
Agent / Registered Financial Representative
Bob Sherry /Allstate Financial Services
Port St Lucie, Florida
12.2008 - 06.2021
- Managed client finances and overall business direction through solutions-oriented problem-solving.
- Worked with clients with life, long-term care and annuity accounts to increase profitability and account longevity.
- Handled incoming payments and arranged for guaranteed, sustainable income for clients.
- Collaborated with 16 team members to resolve issues and identify appropriate areas needing further improvement.
- Always maintained broker dealer suitability guidelines to insure appropriateness for client's personal circumstances.
- Career Highlights - Achieved MDRT, New York Life's President's Council & Prudential's Executive Council.
Auto Salesman
Coggin Automotive Group
Ft Pierce , Florida
09.2006 - 11.2008
- Maintained in-depth knowledge of vehicles, market conditions and customer buying preferences.
- Managed over 50 outbound calls per day.
- Completed sales contracts, purchase documentation, registration paperwork and dealership records.
- Negotiated purchase prices and explained sales, warranty and optional products.
- Prepared purchased vehicles and completed final delivery checks.
Agent / Financial Registered Representative
Bob Sherry - New York Life
Vero Beach, Florida
08.1994 - 09.2006
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Achieved Executive council 4 years and President's Council 1 year.
- Maintained 50 outbound calls per day
Education
Bachelor of Arts - Business Administration
Georgia State University
Atlanta, GA05.1978
Associate of Arts - Business Administration
DeKalb Community College
Atlanta GA05.1974
Skills
- Client servicing
- Selling techniques
- Financial reviews
- Payment plans
- Product recommendations
- Compliance adherence
- Workplace training
- Compliance requirements
- Investor relations
Timeline
Agent / Registered Financial Representative
Bob Sherry /Allstate Financial Services
12.2008 - 06.2021
Auto Salesman
Coggin Automotive Group
09.2006 - 11.2008
Agent / Financial Registered Representative
Bob Sherry - New York Life
08.1994 - 09.2006
Bachelor of Arts - Business Administration
Georgia State University
Associate of Arts - Business Administration
DeKalb Community College