Bryan Price
Royal Oak,MI
Summary
Proven Financial Representative with a track record of enhancing client portfolios at Lifetime Financial Growth. Excelled in relationship building and sales expertise, boosting client base by 30% through strategic networking and effective communication. Skilled in customer service and critical thinking, adept at identifying lucrative opportunities and delivering exceptional results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Representative
Lifetime Financial Growth
04.2024 - Current
- Meet with customers to assess needs, financial status, and eligibility.
- Build strong relationships with clients through transparent communication and trust-building activities.
- Prospect own clients through phone calls, e-mail, LinkedIn, and networking events.
- Submit and manage policies through Guardian Insurance.
Owner
Northstar Life LLC
08.2023 - 04.2024
- Owner of LLC, created to operate business under new DBA.
- Became licensed in Life and Health Insurance in Michigan.
- Created Systems and operations to carry over to brokerage.
Mortgage Banker
Rocket Mortgage
08.2021 - 08.2023
- Cold-called current clients to identify opportunities for a position into a better mortgage.
- Evaluated client financial positions and identified most appropriate banking products.
- Worked with underwriters to fix application problems and resolve issues.
- Assisted new clients into home purchasing.
Insurance Agent
Acrisure
10.2019 - 08.2021
- Built strong relationships with clients through consistent communication and customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Grew and managed own book of business for High- Net worth individuals
Insurance Agent
Elder Agency Insurance
11.2017 - 10.2019
- Grew organic book of business through commercial, personal, and life insurance accounts.
- Cold called, emailed, texted, and volunteered to networking events to establish clientele.
- Identified cross-selling opportunities to mitigate risk to insureds.
- Managed and serviced own book of business.
Education
No Degree - Finance And Risk Management
Northern Michigan University
Marquette, MI12.2026
Skills
- Customer Service
- Relationship Building
- Sales expertise
- Time Management
- Attention to Detail
- Multitasking Abilities
- Critical Thinking
- Excellent Communication
- Organizational Skills
- Active Listening
- Selling techniques
Certification
- Licensed MI Life and Health Producer
Timeline
Financial Representative
Lifetime Financial Growth
04.2024 - Current
Owner
Northstar Life LLC
08.2023 - 04.2024
Mortgage Banker
Rocket Mortgage
08.2021 - 08.2023
Insurance Agent
Acrisure
10.2019 - 08.2021
Insurance Agent
Elder Agency Insurance
11.2017 - 10.2019
No Degree - Finance And Risk Management
Northern Michigan University
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