Craig Boozer II
Irvine,CA
Summary
Results-driven Sales Professional with extensive experience in Customer Relationship Management and Sales Growth. Proven expertise in innovative sales techniques, advisor recruitment, and strategic planning. Proficient in simplifying complex financial concepts to develop tailored solutions that enhance customer engagement and build trust.
Overview
9
9
years of professional experience
Work History
Associate Managing Director
True Path Financial
08.2025 - Current
- Assessed candidate qualifications through in-depth interviews, ensuring cultural fit.
- Attracted top talent by developing targeted recruitment strategies across departments.
- Enhanced employee performance by designing and delivering effective training programs.
- Improved compliance with industry regulations through development of insurance policies.
Training and Development Specialist
True Path Financial
08.2023 - 08.2025
- Successfully onboarded new advisors, ensuring comprehensive understanding of product offerings.
- Trained advisors in industry-specific language, enhancing communication with clients and colleagues.
- Provided expert guidance to advisors, fostering confidence and competence in financial services roles.
- Facilitated ongoing training sessions, promoting continuous professional development and knowledge retention.
- Assisted in the development of training materials tailored to the needs of new advisors.
- Conducted assessments to evaluate advisor understanding and readiness for client interactions.
- Collaborated with management to refine onboarding processes and improve advisor integration.
Financial Services Specialist
True Path Financial
01.2018 - 08.2025
- Established a robust client portfolio exceeding 300 clients through dedicated networking efforts.
- Cultivated personal connections to enhance business development and client engagement strategies.
- Successfully marketed and sold life insurance products, addressing diverse client needs and financial goals.
- Promoted disability insurance solutions, emphasizing benefits for income protection and security.
- Advised clients on annuity products, guiding them toward effective retirement planning options.
- Conducted thorough market research to identify potential clients and tailor sales approaches accordingly.
- Maintained strong client relationships, ensuring ongoing support and satisfaction with services offered.
Sales Associate / Fabricator
Cage’d UTV
01.2017 - 01.2018
- Enhanced structural integrity of custom off-road cages through precise fabrication assistance.
- Boosted sales by engaging customers and effectively explaining product features.
- Collaborated with clients and technicians to customize off-road solutions for specific vehicles.
Education
Bachelor’s - Economics
Arizona State University
01-2017
Associate’s - Economics
Riverside Community College
01-2015
Skills
- Proficient in sales strategies and insurance products
- Effective interpersonal communication
- Strong attention to detail
- Proficient in collaborative work
- Delivering exceptional care
- Relationship building
- Sales team training
- On-Board Sales
- Sales strategy
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Client retention
Accomplishments
- Presidents Club Qualifier 2019,2020,2021,2022,2023
- MDRT Producer 2021,2022,2023
- True Path Financial Lives Leader 2023
- BUILD Platinum Qualifier 2023
Timeline
Associate Managing Director
True Path Financial
08.2025 - Current
Training and Development Specialist
True Path Financial
08.2023 - 08.2025
Financial Services Specialist
True Path Financial
01.2018 - 08.2025
Sales Associate / Fabricator
Cage’d UTV
01.2017 - 01.2018
Bachelor’s - Economics
Arizona State University
Associate’s - Economics
Riverside Community College
Million Dollar Round Table Member
Recognized as a Million Dollar Round Table (MDRT) qualifier, demonstrating top-tier performance and client-focused excellence in financial services and insurance