Colton Moore
Amarillo,TX
Summary
At Symmetry Financial Group, I leveraged my strong negotiation skills and goal-oriented mindset to enhance client financial security, achieving a notable improvement in sales closing ratios. My proficiency in CRM software and innovative organizational systems significantly boosted operational efficiency, showcasing my resilience and commitment to excellence.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Life Insurance Broker
Symmetry Financial Group
10.2023 - Current
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.
- Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency in daily operations.
- Improved sales closing ratio by refining presentation skills and addressing potential objections proactively during consultations.
Education
Bachelors of Interdisciplinary Studies - General Studies
University of Arizona
Tucson, AZ05.2024
Associate of Science - Science, Technology, And Society
Cisco Junior College
Cisco, TX05.2022
Skills
- Goal-oriented mindset
- Strong negotiation
- Resilience and persistence
- Financial Planning
- CRM software proficiency
- Appointment Scheduling
- Performance Tracking
- Dependable and Hardworking
- Feeding livestock
- Livestock Handling
Certification
- Annuity Certification
- Debt Free Life Certification
- Advanced Markets Certification
- Licensed Insurance Broker in Kansas, Texas, Arizona, Oklahoma, and Alabama
Additional Information
Throughout my entire college career, I played baseball and learned firsthand the value of hard work and preparation. I’m accustomed to investing extra hours to achieve my goals. Teamwork has been a constant in my life, and baseball has taught me how to lead effectively while managing my own responsibilities.
Timeline
Life Insurance Broker
Symmetry Financial Group
10.2023 - Current
Bachelors of Interdisciplinary Studies - General Studies
University of Arizona
Associate of Science - Science, Technology, And Society
Cisco Junior College
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