David Duncan
Knoxville,TN
Summary
Dynamic financial professional with over 15 years of experience in sales, operations, and team leadership across the insurance, automotive, legal, and retail sectors. Advises clients at New York Life on customized financial strategies, including comprehensive life and health insurance solutions. Demonstrates success in driving revenue growth, fostering team development, and managing client relationships effectively. Seeks to enhance strategic, financial, and leadership skills through the prestigious Haslam MBA program.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Professional (Agent)
New York Life Insurance Co
Knoxville, TN
01.2025 - Current
- Advise clients on long-term financial security through customized life and health insurance solutions
- Conduct needs-based analysis to align plans with personal goals
- Build a daily pipeline of 20+ leads through networking and outreach
- Conduct needs-based assessments, analyze financial goals, and present comprehensive plans aligned with client objectives
- Build and maintain a pipeline of prospective clients through cold outreach, networking, and referrals
- Surpassed monthly sales targets through strategic marketing initiatives
Automotive Detailing Manager
Enterprise Rent-A-Car
Clarksville, TN
10.2020 - 08.2024
- Managed team of 10+ in daily operations, logistics, and customer service
- Improved reporting accuracy via automation; boosted productivity by 25%
- Promoted to Manager within first year; awarded Employee of the Month 4x
Assistant Manager - Senior Sales Manager
Verizon Wireless - (Authorized Retailer)
Nashville, TN
02.2008 - 06.2020
- Elevated to Manager within 2 years of working full time
- Oversaw three retail locations and led 4+ team members at a time
- Recognized as “Salesman of the Year” four times for top performance
- Developed sales and merchandising strategies to increase revenue
- Became Apple Certified and became the lead sales associate on Apple products
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service
Legal Mentorship
Larry Hagar JD. LLC.
Nashville, TN
04.2015 - 12.2016
- Learned how to operate in a legal capacity, the day-to-day operations of a law office in the field of Criminal, Civil, and Estate law
- Was required to aid my mentor and assist in researching legal precedents and Nashville Metro codes for city council votes
- Ran and won his political campaign for the Nashville City Council while still working at the law office
- Took on a political and legal advisory role by suggesting which policies to support and which to be against, mainly informing him of his choices in summaries
- Made many legal and political connections within the Nashville capital community through meetings, and prepared myself for a future career as an attorney
- Evaluated programs and monitored implementation and compliance with regulations to achieve objectives
- Took a break from other work to focus on pursuing my passion by working in the legal field, but continued working at Verizon after the mentorship
Customer Service Associate
Publix Super Market
Lebanon, TN
04.2014 - 09.2014
- Promoted from cashier to Customer Service Desk after two months—role typically reserved for long-tenured employees
- Trained new team members on operations and customer service procedures
- Delivered exceptional service, resolving product and inventory inquiries with speed and professionalism
- Left position to return to university; relocation prevented continued employment due to lack of nearby store
Education
MBA - Finance
Haslam School of Business - University of Tennessee
Knoxville05-2027
Bachelor of Arts - Pre-Law/History
The University of Tennessee
Knoxville, TN05-2024
High School Diploma - field of Law and Criminology
Mount Juliet High School
Mt. Juliet, TN05-2013
Skills
- Sales & Business Development
- Closing & Negotiation, Financial Needs Analysis, Client Education
- Leadership & Management
- Staff Supervision, Team Leadership, Time Management
- Training and Problem Solving
- Expert Customer Service and Positive Attitude
- Problem-solving skills
Accomplishments
- Graduated in the top 5% of my high school class and have achieved Dean's List three times while at University
- Member of Alpha Gamma Rho Fraternity where I served as Vice-Recruitment Chair
- Received Honors from The Daughters of The American Revolution and The American Legion
- Volunteered for five Nashville based elected officials (State Senators, Congressmen, City Council)
- Gold Prize – Tennessee Film Competition (Director & Editor)
- 3x Class President, President of 3 Clubs (High School)
- Youth Leadership Recognition: Boys’ State, DAR, American Legion "Boy's State"
- Elected UT Student Government Representative (SGA)
- Over 100+ Community Service Hours
Affiliations
- Daughters of The American Revolution
- The American Legion
- National Association of Insurance Commissioners
- Haslam Business School Investment Center
- American Bar Association
Certification
- Life Insurance Producer License
- Health Insurance Producer License
- Apple Certified since 2011
- Certified Drone FAA License
- Ordained Minister by the Universal Life Church
- Achieved Honorary Doctorate of Divinity Degree by the ULC
Languages
German
Professional Working
Spanish
Limited Working
Timeline
Financial Professional (Agent)
New York Life Insurance Co
01.2025 - Current
Automotive Detailing Manager
Enterprise Rent-A-Car
10.2020 - 08.2024
Legal Mentorship
Larry Hagar JD. LLC.
04.2015 - 12.2016
Customer Service Associate
Publix Super Market
04.2014 - 09.2014
Assistant Manager - Senior Sales Manager
Verizon Wireless - (Authorized Retailer)
02.2008 - 06.2020
Bachelor of Arts - Pre-Law/History
The University of Tennessee
High School Diploma - field of Law and Criminology
Mount Juliet High School
MBA - Finance
Haslam School of Business - University of Tennessee