CARY COFER IV
Summary
Results-driven sales and client relationship professional with a strong background in financial services and insurance. Proven ability to build long-term client relationships, identify customer needs, and deliver tailored solutions that drive retention and business growth. Trusted advisor with strong communication skills and a consistent track record of client satisfaction. Licensed in Life & Health, Property & Casualty, and Series 6.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Agent
Farmers Insurance
01.2019 - Current
- Built a book of business from the ground up through relationship-driven sales, networking, and referrals
- Developed and maintained loyal client base through consistent outreach and personalized service, enhancing overall client satisfaction
- Conduct in-depth consultations to assess client needs and recommend tailored coverage solutions
- Manage policies across multiple lines including Home, Auto, Life, and Business Insurance
- Strengthened client retention through proactive communication and regular policy reviews, ensuring optimal coverage and client trust
- Generated new business through active community involvement and established referral networks, expanding market reach
Senior Annuities Specialist
Genworth Financial
06.2017 - 01.2019
- Cultivated client relationships through ongoing support for life and annuity products
- Served as trusted resource, guiding clients in making informed financial decisions
- Addressed client concerns efficiently, enhancing satisfaction and retention
- Processed financial transactions and policy updates with accuracy and compliance
- Collaborated with internal teams to ensure seamless service delivery
Agency Approved Candidate (Sales)
09.2014 - 05.2017
- Sold a full range of insurance products including Home, Auto, Life, and Commercial policies
- Identified client needs and delivered tailored solutions to improve coverage and satisfaction
- Developed and maintained client relationships through personalized consultations and annual reviews
- Managed Commercial/Business Liability accounts as primary contact
- Completed intensive training focused on sales, client development, and business operations
Senior Field Services Technician
Siemens Government Services Inc.
01.2003 - 08.2013
- Cultivated trusted relationships with government clients, TSA personnel, and vendors to enhance collaboration
- Delivered reliable service in high-security, high-stakes environments
- Managed urgent service calls with professionalism and responsiveness
- Coordinated projects and streamlined communication to achieve timely and successful project outcomes
Education
High School Diploma -
North Fulton High School
Atlanta, GACentral Virginia Community College
Skills
- Client Relationship Management
- Consultative Sales
- Account Retention & Growth
- Financial Products (Annuities, Life Insurance)
- Needs-Based Selling
- Cross-Selling & Upselling
- Customer Service Excellence
- Compliance & Documentation
- Relationship-driven sales approach
- Strong communication and interpersonal skills
- Ability to build trust and long-term client loyalty
- Detail-oriented with strong follow-through
- Adaptable across sales and technical environments
Community Service
Director of Baseball Operations, Baseball Program, Timberlake Dixie Youth, Lynchburg, VA.
- Served on the board for several years, contributing to leadership, planning, and program development.
- Led operations for a multi-team youth baseball program including scheduling, volunteers, and league coordination.
- Increased community participation through relationship-building with families, local organizations, and sponsors.
- Organized events and fundraising efforts to support league growth and sustainability.
- Recruited and coordinated volunteers and coaches to ensure a positive experience for players and families.
Certification
- Series 6 Securities License
- Life & Health Insurance License
- Property & Casualty Insurance License
Timeline
Insurance Agent
Farmers Insurance
01.2019 - Current
Senior Annuities Specialist
Genworth Financial
06.2017 - 01.2019
Agency Approved Candidate (Sales)
09.2014 - 05.2017
Senior Field Services Technician
Siemens Government Services Inc.
01.2003 - 08.2013
High School Diploma -
North Fulton High School
Central Virginia Community College