Hi, I’m
CARLOS BASTARDO
Culver,In
Summary
30 YEARS OF SUCCESS INSPIRING TEAMS AND BOOSTING PERFORMANCE THROUGH MARKET-FOCUSSED INSURANCE SALES & FINANCIAL SERVICES!
CAREER SUMMARY
Passionate and results-driven sales and marketing leader with the ability to balance strategic decisions and financial discipline with a hands-on approach to leadership – resulting in strong ROI, employee and customer satisfaction.
Strategic leader, engaging communicator and exceptional developer of highly effective sales strategies with extensive experience in developing both personal and executive level commercial business relationships.
Strong expertise in sales and marketing of Insurance & Financial products. Innovative thinker, who understands business beyond the numbers, and possesses instinctive ability to drive sales strategy, surpass sales goals and develop strategic partnerships.
Highly adept at arranging and managing training & development activities, creating a step-by-step development plan, and implementing a comprehensive coaching plan for the sales agents.
A highly motivated and disciplined and will not stop until the job is done!
Overview
33
years of professional experience
1
Certification
Work History
American Insurance Broker’s LLC
CEO
10.2007 - Current
Job overview
- Full and complete responsibility managing and building Independent Insurance Brokerage and Financial Services firm, for over 30 years.
- Personally managed and trained over 10,000 agents via in-person and virtual platforms.
- Design and Implementation of agent training and development websites and sales manuals.
- Recruiting proficiency using popular job boards and social media marketing.
- Proficient computer skills with website building and social media marketing experience.
- Licensed in 26 states with over 15 years experience of virtual sales.
- Web Marketing, Advertisement design and SEO generation Successfully designed and launched websites (www.aibins.net) & (www.aibadvisor.com). Serves as national recruiter and sales trainer as well as personal producer within the top 3% Expertly developed and managed training tools, materials, and coaching metrics for sales team to maximize each individual sales agent’s strength
- Conduct and train both individual sales as well as worksite management Licensed in 26 states (Life , Health, Medicare Supplement, MAPD, Work Site, Annuities, IUL's and Financial Planning) selling to individuals and groups over phone via web conferencing and face to face.
- Received National awards for sales achievement and agency management Within 1 year of being with organization, I helped our division become #1 in sales nationwide and we consistently stay there every week
- 2014 direct results led to over $800,000 in A/V.
- Reviewed and executed confidential documents, contracts and disclosures.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Prepared and presented contracts and other legal documents to clients.
- Client education proficiency.
- Developed new business and managed new and existing clients.
USA Benefit Group
Regional Sales Manager
10.2003 - 10.2007
Job overview
- Successfully trained, managed and developed sales agents for life, health and supplemental sales
- Conducted and trained both individual sales as well as worksite management
- Led and managed team of 50 sales agents
- 1 million dollar producer in 2009.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships
- Developed and maintained positive relationships with clients in assigned sales territories
- Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation
- Finalized sales contracts with high-value customers
- Developed sales strategy based on research of consumer buying trends and market conditions
- Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts
- Executed successful promotional events and trade shows
- Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems
- Directed sales support staff in administrative tasks to help sales reps close deals
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits
Security Pro’s Inc
President
05.1998 - 10.2003
Job overview
- Contributions: Hired, trained and developed over 150 sales agents for fortune 500 security alarm distributorship (ADT)
- Developed marketing and sales materials as well as implementation for alarm products
- CCTV, Alarm and GPS certifications for installation and sales
- Complete financial and management responsibilities for company
- Produced over $1 million in sales annually
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership
- Cultivated strong relationships with external partners to foster collaboration and maximize resources
- Reduced operational costs through strategic cost management initiatives
- Monitored financial performance and implemented measures to enforce compliance with budgetary standards
- Prepared annual budget forecasts and monitored performance to meet organizational objectives
- Established innovative policies to improve organizational performance and increase customer satisfaction
- Mitigated regulatory risks by overseeing adherence to insurance and safety regulations
- Spearheaded development and implementation of distributed organizational structure to increase efficiency
- Hired and managed employees to maximize productivity while training staff on best practices and protocols
Wireless Security & Alarms, Inc
Sales Manager
08.1995 - 05.1998
Job overview
- Developed marketing and sales materials as well as implementation for alarm products
- Hired, trained and developed over 50 sales agents for local security alarm distributorship
- Achieved top sales agent awards for being number sales agent as well as manager.
- Handled customer relations issues, enabling quick resolution, and client satisfaction
- Resolved customer issues quickly to close deals and boost client satisfaction
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training
- Met with clients, delivering presentations, and educating on product and service features and offerings
- Established and cultivated solid business relationships with new or existing customers
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies
- Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities
Combined Insurance Company of America
District Manager
05.1993 - 08.1995
Job overview
- Hired, trained and motivated over 20 sales representatives for sales of supplemental insurance
- Ranked 2nd in nation only after 3 months
- Managed over $1 million of annual customer renewals
- Started out in door to door sales as field representative and was promoted to DM after 4 months
- Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team
- Modeled best practices for sales and customer service
- Coordinated with other district managers to actualize performance improvement strategies
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations
- Exceeded sales targets with well-developed sales strategy and empowering team coaching
- Generated financial and operational reports to assist management with business strategy
- Established territory boundaries and distribution routes to maximize service quality
- Defined clear targets and objectives and communicated to other team members
- Evaluated employee performance and conveyed constructive feedback to improve skills
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
Unites States Army
Medical Specialist
11.1990 - 04.1993
Job overview
- Top 3% qualifier for medical training.
- Examined, assessed and prescribed healthcare solutions for soldiers in field, clinic & hospital setting
- Expert Filed Medical Badge, Sharpshooter and National EMT certifications
- National Defense Ribbon holder
- Honorable discharge
Education
Indiana University of South Bend, South Bend
Bachelor of Science from Business Administration
08.1997
Oregon-Davis H.S, Hamlet
High School Diploma
05.1990
Skills
- Customer Needs Assessments
- Life, Health & P&C Licensed
- Estate Planning Certification
- CRM Tracking
Accomplishments
- Managed & Trained over 10,000 agents and managers nationwide
- Personal Producer consistently ranked in the top 3%
- Licensed in 26 States
- National Award Winner
- $1,000,000+ in annualized premium production each year
Certification
- Life & Health Insurance License
- Annuity Certified
- P&C License
- LTC Certified
- LIMRA - AML Certified
- MAPD Certification
Timeline
CEO
American Insurance Broker’s LLC
10.2007 - Current
Regional Sales Manager
USA Benefit Group
10.2003 - 10.2007
President
Security Pro’s Inc
05.1998 - 10.2003
Sales Manager
Wireless Security & Alarms, Inc
08.1995 - 05.1998
District Manager
Combined Insurance Company of America
05.1993 - 08.1995
Medical Specialist
Unites States Army
11.1990 - 04.1993
Indiana University of South Bend
Bachelor of Science from Business Administration
Oregon-Davis H.S
High School Diploma
- Life & Health Insurance License
- Annuity Certified
- P&C License
- LTC Certified
- LIMRA - AML Certified
- MAPD Certification
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