Calvin Click
Leander
Summary
Results-driven Loan and Insurance Professional with 10+ years of experience in financial services, sales, and client relationship management. Proven success in driving revenue growth, improving customer retention, and streamlining processes. Expertise in credit analysis, negotiation, and insurance solutions. Recognized for delivering exceptional client service and developing data-driven sales strategies. Holds a B.B.A. in Marketing with a focus on Global Supply Chain Management.
Overview
14
14
years of professional experience
Work History
Senior FWS Sales Representative
Farmers Insurance
04.2025 - Current
- Guide clients through employer-sponsored benefits enrollment, ensuring alignment with individual coverage needs and financial goals
- Deliver high-quality customer service, building strong client relationships and improving satisfaction and retention
- Conduct outbound sales through digital lead channels, converting online inquiries into new business opportunities
Insurance Broker
Ridge Point Insurance Group
Cedar Park, TX
04.2024 - 04.2025
- Provided tailored insurance solutions across Property, Casualty, and Life products, increasing client retention and satisfaction
- Interpreted complex policy structures and clearly communicated coverage options to clients
- Built a reputation for integrity, reliability, and strong client advocacy
- Rapidly developed industry expertise while consistently exceeding performance expectations
Director of Sales and Operations
Cherry Holler Farm
03.2021 - 06.2024
- Developed and implemented sales forecasting and budgeting strategies, improving revenue visibility and resource allocation
- Managed and expanded Book of Business through data-driven decision-making, increasing customer retention
- Established departmental sales initiatives and operational KPIs to drive business performance
- Designed and delivered standardized training programs to improve team productivity and consistency
Security System Installer
National Loss Prevention Solutions
Austin, TX
11.2020 - 03.2021
- Installed and maintained commercial security systems nationwide for enterprise clients
- Integrated advanced video management and analytics solutions, including POS integration and remote monitoring
- Coordinated with on-site leadership to ensure minimal disruption to operations
- Earned Texas Private Investigator License to support commercial security work
Loan Officer
Tresl
Austin, TX
06.2019 - 10.2019
- Managed lender relationships to improve financing efficiency and enhance client experience
- Identified refinancing opportunities, increasing loan volume and client savings
- Executed financing contracts and provided guidance on financial products
- Educated clients on refinancing strategies, improving decision-making and trust
Fleet Finance Advisor
RateGenius
Austin, TX
10.2016 - 04.2018
- Built and maintained strategic partnerships with lenders and underwriters to streamline financing processes
- Negotiated financing solutions, overcoming underwriting challenges to close deals
- Managed fleet and lease financing transactions from application through completion
- Promoted aftermarket products (GAP, service contracts), increasing revenue per client
- Ensured compliance and accuracy by managing contracts through DocuSign workflows
Lead Refinance AD
IFS
Austin, TX
09.2012 - 10.2016
- Promoted into leadership role based on strong performance and sales results
- Led and coached a team of refinance advisors, improving production and customer satisfaction
- Managed escalations and collaborated with internal teams for timely issue resolution
- Developed competitive strategies to win business against major financial institutions
- Implemented process improvements that increased efficiency and reduced turnaround time
Education
Bachelors Marketing (B.B.A) - Global Supply Chain Management
Texas Tech University
05-2011
Skills
- Client Acquisition & Retention
- Cross-selling & Upselling Strategies
- Financial Products & Risk Assessment
- Relationship Management
- Process Improvement & Operational Efficiency
- Sales Strategy & Revenue Growth
Accomplishments
- Direct sales top producer Q1 2026 ranked #2
- Direct sales top producer Q4 2025 ranked #3
- Direct sales top producer Q3 2025
Timeline
Senior FWS Sales Representative
Farmers Insurance
04.2025 - Current
Insurance Broker
Ridge Point Insurance Group
04.2024 - 04.2025
Director of Sales and Operations
Cherry Holler Farm
03.2021 - 06.2024
Security System Installer
National Loss Prevention Solutions
11.2020 - 03.2021
Loan Officer
Tresl
06.2019 - 10.2019
Fleet Finance Advisor
RateGenius
10.2016 - 04.2018
Lead Refinance AD
IFS
09.2012 - 10.2016
Bachelors Marketing (B.B.A) - Global Supply Chain Management
Texas Tech University