David Hamilton
Norman
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Client Acquisition Specialist
Independant
01.2019 - Current
Client Acquisition through:
* Research of prospective clients in multiple states
* Cold calling and referral of current clients
* Working at business and ag business locations
* Developed relationships and determined planning needs
* Coordinated with professional team in setting initial meetings
* Worked in high level planning that included estate and business planning
Client Acquisition Agent
Legacy Planning Partners
03.2004 - 01.2019
Effectively acquired target clients through:
* Research and hands on acquisition
* Initial contact in person
* Determined client needs in business and generational planning
* Developed relationships and set initial meetings with a skilled team of professionals
* Succeeded in closing business and doing needed follow up with those clients as the business and family needs evolved.
* Performed at extremely high level of sales
Education
BBA - Marketing With Minors in Management & Finance
East Central University
Ada, OK12.1980
Skills
* Client acquisition and development
Series 7 securities license
Fully licensed in insurance (multiple states)
Certification
- Licensed Insurance & Financial Planning - Series 7 since 2005
- Worked with high level planning such as Premium financed life insurance situation and legal team providing generational planning
Additional Information
* I am looking for an independent, flexible role. I am open to applying my abilities to a new industry and team, if acceptable opportunity presents itself.
* Working with a team in which I can specialize in client acquisition would be my preference. (Team members do what they do best as close to 100% of the team as is possible)
* Staying in my experienced field would be acceptable if I can find the right team fit.
Timeline
Client Acquisition Specialist
Independant
01.2019 - Current
Client Acquisition Agent
Legacy Planning Partners
03.2004 - 01.2019
BBA - Marketing With Minors in Management & Finance
East Central University