Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Christopher Mills

Port Richey,FL

Summary

Proactive and goal-oriented professional with over 12 years experience in the financial and insurance industry, including seven years in supervisory and sales coaching roles. Proven success in driving sales growth through strategic business development and building long-term relationships. Recognized for exceptional time management and problem-solving skills, along with strong adaptability to new challenges. Committed to leveraging these strengths to foster organizational growth and achieve outstanding results.

Overview

17
17
years of professional experience
1
1
Certification

Work History

PAA Core Auto Agent/Mentor(Multi-Product Sales)

Progressive Insurance
07.2023 - Current
  • Assisting customers by providing a personalized quoting experience tailored to their specific needs using all of the available tools and resources at Progressive
  • As part of the AQX program, trained on 13 partner carrier platforms well above the department average in monthly sales metrics
  • Consistent in leading with sales results and team engagement since joining Progressive
  • Trained in PGR Renters & Homesite product, PSP certified, AQX/QRP trained, licensed in all 50 States and DC
  • Since June 2025 mentored 12 associates with positive feedback received and notable performance improvement


Progressive Accomplishments & Recognition:


  • March 2024- 2nd place in the Contreras DRG Sales Contest
  • March 2024- Ranked #4 by sales and #8 overall on all metrics for Top Consultant Production out of 500 Sales Reps in the Hilda Young Sales Group
  • April 2024- Winner of the David T Contreras CRS Sales Ops Contest
  • August 2024- First Sales Consultant featured and interviewed in the West Zone Warriors Connection site. Recognized for being a leader amongst fellow consultants
  • September 2024- Star Award for reaching stretch goal of 150 Sales in the month. Average of 10 sales per day
  • October 2024- Inducted into the Annual Pinnacle Sales Club(top 25% in sales org) and highest level Executive Suite
  • November 2024- Nominated and selected from team Gallo Gladiators to Keith Simpson's(manager sales ops process) Recognition Corner
  • January 2025- Year 2024 Performance Evaluation Rating of 4.0 Outstanding in all categories
  • February 2025- Leading team for current monthly results in QRP AQX% rate as well as Conversion rate(35.64%). Number 1 out of 16 sales agents in both metrics
  • June 2025- Became one of the first PAA Core Auto official mentors
  • October 2025- Nominated and selected to Keith Simpson's (manager sales MPS) QTRLY Recognition Corner Recognized as a top performer and leader within the PAA Department
  • Numerous documented customer complements as well as other Star Awards
  • Companywide Top Performer Rating 2024- Mar, Apr, May, Sept. Rising Star in August & December
  • PAA Core Auto Rising Star 2025- Jan, Feb. Top 10% in Department

Independent Contractor/Driver

Uber Technologies Inc.
01.2021 - 12.2022
  • Ranked top 10% within Tampa Bay Area. Evaluated on activity level, earnings, and customer experience. Over 3,000 rides and 99% customer satisfaction rating

Senior Investment Planner

Northwestern Mutual
09.2021 - 09.2021
  • While in hiring process, original role of Assistant Director of Compliance applied for locally was closed by HQ. While in a temporary status, acquired Florida 2-15 Life & Health Insurance License

Producing Branch Manager

TD Ameritrade Holding Corp.
02.2018 - 09.2019
  • Successfully led branch with high standards and client-first focus through complex merger from Scottrade to TD Ameritrade. Maintained high CSI scores, positive net new assets, and increased assets into managed portfolio program by 25%
  • Generated and analyzed reports within Salesforce CRM software to efficiently and effectively manage practice book of 600 clients and over $500mm in assets
  • Utilized Money Guide Pro to partner with individual clients as well as families on developing a plan to achieve their unique financial goals
  • Created referrals while fostering strong partnerships with RIA's and TDA specialty teams. Over 70% conversion rate in annuities, fixed income, wealth management, and active trader support
  • President's Club winner for sales and client development
  • Branch office closed September 2019 due to corporate restructuring and multi-firm merger

Branch Manager

Scottrade
03.2014 - 02.2018
  • Responsible for managing and operating all aspects of branch office and sales team. Ensured daily branch operations followed regulatory guidelines which resulted in annual compliance audit scores ranking in top five percent of company
  • Featured in a "Sharpen the Saw" interview viewed by 500 branches to discuss how to lead by example and coach a team for success. As a team, increased managed assets by 88 percent on average quarter over quarter for four quarters in a row
  • Facilitated weekly mini-region conference calls discussing best practices surrounding motivating and coaching associates with a focus on sales
  • Designated as a training branch in the region to mentor and assist in the onboarding of new managers coming to Scottrade

Senior Investment Consultant

Scottrade
07.2012 - 03.2014
  • Championed firm's vision and demonstrated leadership through a rapidly changing business model. Pivoting from strictly providing service and financial education to add banking, sales, investment guidance, and relationship management
  • Consistently in the top 10% of company campaigns and initiatives
  • Presented more than 40 seminars covering all topics available at Scottrade with attendance reaching more than 20 clients. Significant positive feedback
  • Early adopter of sales being first introduced to associates. One of two consultants chosen to plan and lead a workshop for the region to discuss sales techniques, best practices and "Sales the Scottrade Way"
  • Continuous focus on self-development and education. Became local area's SME on most topics, tools, and programs within the organization

Investment Consultant

Scottrade
09.2009 - 07.2012
  • Assisted in the opening and set up of new branch office in an affluent area. Provided client account services, placed non-solicited trades, as well as provided investment education from beginner to advanced topics
  • Member of the elite 900 customer service club each quarter. Average 9 out of 10 or better customer service score
  • Part of the Oracle CRM Committee. One of the few associates given the responsibility to test and provide input on Scottrade's first CRM system

Branch Intern

Scottrade
08.2008 - 09.2009

Education

Bachelor of Science - Finance

University of South Florida
Tampa, FL
08.2009

Skills

  • Self-motivated professional
  • Sales strategy development
  • Process improvement and implementation
  • Goal setting and Key performance indicators
  • CRM - Salesforce
  • Product training, service and sales
  • Complaint resolution
  • Multi-line personal insurance sales/education
  • Associate development and mentorship, strong team builder
  • Managing, supervising and training high level sales teams

Certification

Current- Florida 2-20 Property and Casualty General Lines Agent License


Expired-FINRA Series 7, 9, 10, 63, 66 licenses and SIE. Florida 2-15 Life & Health Insurance License

Timeline

PAA Core Auto Agent/Mentor(Multi-Product Sales)

Progressive Insurance
07.2023 - Current

Senior Investment Planner

Northwestern Mutual
09.2021 - 09.2021

Independent Contractor/Driver

Uber Technologies Inc.
01.2021 - 12.2022

Producing Branch Manager

TD Ameritrade Holding Corp.
02.2018 - 09.2019

Branch Manager

Scottrade
03.2014 - 02.2018

Senior Investment Consultant

Scottrade
07.2012 - 03.2014

Investment Consultant

Scottrade
09.2009 - 07.2012

Branch Intern

Scottrade
08.2008 - 09.2009

Bachelor of Science - Finance

University of South Florida