Bruce Shelton
Pike Road ,AL
Summary
Driven professional with a proven track record at P4P Financial Services LLC, excelling in strategic planning and customer relationship building. Demonstrated success in enhancing partner relations and achieving client outcomes through effective marketing knowledge and talent recruitment. Skilled in fostering lasting business relationships and staying ahead of industry trends to secure competitive advantages.
Overview
22
22
years of professional experience
Work History
Partner
P4P Financial Services LLC
03.2018 - Current
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Monitored partner performance and provided feedback on areas of improvement.
- Developed and implemented strategies to enhance partner relations.
Advisor
New York Life Insurance Co
12.2012 - 09.2020
- Coordinated work or project dedicated to raise awareness of need, applying strong project, and team leadership to enhance success.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Produced detailed reports outlining key issues and proposed solutions.
- Anticipated responses and prepared clear and articulate answers.
- Built and maintained relationships with clients to provide ongoing support.
Agent
ALFA Insurance Company
07.2002 - 01.2010
- Informed clients of policies and procedures.
- Advised customers about new products and assisted customers in determining best [Type] product for needs.
- Obtained client information by answering telephone calls.
- Resolved caller issues quickly and thoroughly.
Education
No Degree - Liberal Arts And General Studies
Southern Union State Community College
Wadley, ALSkills
- Talent Recruitment
- Strategic Planning
- Marketing knowledge
- Recruitment and hiring
- Customer Relationship Building
Timeline
Partner
P4P Financial Services LLC
03.2018 - Current
Advisor
New York Life Insurance Co
12.2012 - 09.2020
Agent
ALFA Insurance Company
07.2002 - 01.2010
No Degree - Liberal Arts And General Studies
Southern Union State Community College
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