Cory Jacobi
San Antonio,TX
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance currently servicing clients in all four U.S. Time Zones. Accounting background empowers quick data collection and analysis to provide cost-effective solutions. Meets the needs of clients by helping them discover their pain points, finding common ground, and recommending suitable products to provide financial security.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Independent Insurance Broker
Family First Life
San Antonio, TX
05.2019 - Current
- Received the company Hall of Fame award for personally issuing over $400,000 in annual premium in a single year.
- Built and led a team that issue paid over $125,000 in life insurance premium in a single month.
- Analyzed client data and educated them about different types of policies and how they can protect their assets.
- Performed reviews of existing policies by tracking with a CRM to determine if changes are needed due to changing circumstances.
Regional Manager
Networth Realty of San Antonio
San Antonio, TX
01.2018 - 05.2019
- Managed a team of 10+ investment-specific realtors wholesaling an average 20-30 investment properties each month.
- Analyzed specifics of each property including terms to offer seller, repairs needed, after repair value, and potential holding costs.
- Oversaw the fast paced funding processes needed to buy and sell these properties with a same day closing date using either cash or private funding.
Mortgage Loan Originator
212 Logistics
San Antonio, TX
01.2012 - 05.2019
- Assisted investors in obtaining creative financing for acquisition and renovation loans in order to flip houses or add to rental portfolio.
- Educated clients on leveraging a down payment combined with hard-money bridge loans to invest in real estate to increase their cash-on-cash return on investment.
Senior Acquisition Associate
Networth Realty of San Antonio
San Antonio, TX
07.2011 - 01.2018
- Mentored experienced sales agents on how to source and purchase mostly off-market investment properties while personally closing 3-5 transactions per month.
- Trained new agents on how to find investors in our market to purchase our inventory of investment properties along with the proper way to sell through educating the investor on repairs needed and after repair value.
- Problem solved difficult and sensitive scenarios when purchasing homes including dealing with heirs, potential foreclosures, survey issues, liens, and clearing chain of title. This was achieved through teamwork with attorneys and title companies.
Treasury Coordinator/Tax Coordinator
Whataburger Restaurants
San Antonio, Texas
03.2010 - 07.2011
- Analyzed the import of daily bank files, cash positioning, and cash forecasting, to minimize idle funds and maximize returns on excess balances.
- Assisted Corporate Tax Manager with preparation of tax basis income projections and tax planning strategies to minimize tax liabilities.
- Prepared work papers to complete multi-state and federal income tax returns while monitoring sales and use tax department.
Baseball Coach
South Texas Sliders
San Antonio, Texas
01.2010 - 07.2011
- Led team to win the Premier Baseball Incoming Freshman World Series in my first year.
- Instructed players, both physically and mentally, to prepare for baseball at the next level.
Staff Accountant - Tax Department
Tetco
San Antonio, Texas
01.2008 - 06.2009
- Compiled and posted journal entries, financial support statements, and bank reconciliations.
- Prepared financial statements and tax returns for multiple entities and business owners' personal tax returns.
- Supported tax department with projects, problem solving and research.
Financial Advisor
Planto Roe Financial Services, Inc.
San Antonio, Texas
07.2007 - 12.2007
- Obtained Group 1, Series 6, 63, and 65 licenses
- Identified clients’ beliefs and goals while gathering financial information.
- Analyzed cash flow, assets, expenses, and tax liabilities to tailor plans to clients' individual needs.
Management Trainee Intern
Enterprise Rent-A-Car
San Antonio, Texas
05.2006 - 01.2007
- Received Summer Intern award for highest dollar volume of vehicle choice upsells.
- Learned to operate a branch just as a manager does and ran a small satelite branch alone twice a month.
- Communicated with customers and other area branches to problem solve and promote high customer satisfaction.
Education
Bachelors of Business Administration - Accounting And Corporate Finance (Dual Major)
St. Mary’s University
San Antonio, TX05.2007
Skills
- Remote Collaboration Tools: Zoom, GoToMeeting, Slack, Marco Polo, What's App, GroupMe, email, phone
- Document Sharing Tools: Microsoft Office - Excel, Word, PowerPoint, Dropbox, Google Sheets, OneDrive
- Excellent mathematic and time management skills
- Leadership and Team-work
- Outstanding communication and organizational skills
Accomplishments
- Presidential Scholarship (Academic)
- Athletic Scholarship – Baseball
- Dean’s Grant (Business Departmental Scholarship)
Activities
Member, St. Mary’s University Baseball team, (2002 – 2007)
Certification
- General Lines Agent -Life, Accident, Health and HMO. Resident state of Texas and non-resident license in 24 other states.
Timeline
Independent Insurance Broker
Family First Life
05.2019 - Current
Regional Manager
Networth Realty of San Antonio
01.2018 - 05.2019
Mortgage Loan Originator
212 Logistics
01.2012 - 05.2019
Senior Acquisition Associate
Networth Realty of San Antonio
07.2011 - 01.2018
Treasury Coordinator/Tax Coordinator
Whataburger Restaurants
03.2010 - 07.2011
Baseball Coach
South Texas Sliders
01.2010 - 07.2011
Staff Accountant - Tax Department
Tetco
01.2008 - 06.2009
Financial Advisor
Planto Roe Financial Services, Inc.
07.2007 - 12.2007
Management Trainee Intern
Enterprise Rent-A-Car
05.2006 - 01.2007
Bachelors of Business Administration - Accounting And Corporate Finance (Dual Major)
St. Mary’s University
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