Dave Satele
Herriman,UT
Summary
Top-notch Regional Vice President with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Regional Vice President
Primerica
11.2018 - Current
- Led team of district managers, ensuring consistent communication and collaboration for overall business success.
- Managed financial performance by setting budgets, monitoring expenses, and identifying areas for improvement.
- Increased regional sales by developing and implementing strategic sales plans.
- Developed innovative solutions for complex client needs, securing long-term contracts and driving revenue growth.
- Life Insurance Producer Licensed
- Passed Securities Essential Industries for Securities Licenses
- Series 6 Licensed
- Series 63 Licensed
- Successfully recruited average of 34 new recruits per month to expand agency.
- Led team that consistently sold average of 25 life insurance policies per month.
- Licensed 65 new life insurance agents prior to signing broker contract.
- Transferred 25 licensed agents to my broker mentor before transitioning to broker role.
Team Leader
United States Army Reserve
03.2007 - 06.2019
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Built strong relationships with customers through positive attitude and attentive response.
- Set performance expectations for team, monitoring progress towards goals and providing constructive feedback as needed.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
Tele-Health Coordinator
Kili of Samoa – Tripler Army Medical Center TBI Clinic
04.2015 - 08.2017
- HIPAA certified to access and handle patients' personally identifiable information.
- Completed Cyber Awareness Training.
- Scheduled and managed patient appointments with Tripler Army Medical Center in Hawaii, including informing and reminding patients of their appointments.
- Proficient in utilizing Video Tele-Conference (VTC) systems and troubleshooting issues as needed.
- Collaborated with care providers and patients to address concerns when providers were unavailable.
- Recruited patients to utilize Traumatic Brain Injury (TBI) Clinic.
- Coordinated with VA to address local patients' concerns and facilitate visits to local VA psychologist for prescriptions.
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering collaborative work environment.
Survey Helper
American Samoa Tele-Communication Authority
01.2014 - 06.2014
- Successfully consolidated all data, to ensure correct calculations for future company projects
- Averaged 60 Doors on Door to Door for Fiber Optic Expansion Objectives
- Successfully subscribed new customers to the ASCTA Fiber-Optic Promotion.
- Increased team productivity by assisting with equipment setup, calibration, and maintenance.
- Contributed to successful survey projects through precise data collection and analysis.
- Displayed adaptability when faced with unforeseen challenges or changes in project scope, devising creative solutions to maintain progress toward goals.
Education
High School Diploma -
Tafuna High School
Tafuna, American Samoa06.2007
Skills
- Strong leadership skills
- Sales management
- Client Engagement
- Staff Leadership
- Strategic Decision-Making
- Operational planning
- Operations Management
- Expertise in Life Insurance operations
Accomplishments
- Supervised team of 65 Life Insurance Licensed Agents
- Supervised team over 300 New Recruits
- Achieved Regional Vice President through effectively Recruiting and Licensing New Agents & Selling over 30 New Life Insurance Policies Monthly
- Achieved Agency 5 Start Rating on Google Maps by introducing CRM for client notes and follow tasks.
Clearance
U.S Federal Government Secret Security Clearance
References
Available upon request.
Certification
- Series 6 Licensed - Since 10/2021
- Series 63 Licensed - Since 12/2021
- Life Insurance Producer License - Since 12/2018
Timeline
Regional Vice President
Primerica
11.2018 - Current
Tele-Health Coordinator
Kili of Samoa – Tripler Army Medical Center TBI Clinic
04.2015 - 08.2017
Survey Helper
American Samoa Tele-Communication Authority
01.2014 - 06.2014
Team Leader
United States Army Reserve
03.2007 - 06.2019
High School Diploma -
Tafuna High School