David Payne
Altamont,UT
Summary
Results-driven professional in sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excels at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Agent
Policy Scout
South Jordan, UT
09.2022 - Current
- Qualified customers for life insurance by assessing their needs and recommending suitable policies.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Led team meetings to enhance collaboration and productivity.
- Achieved top agent status consistently, earning the MVP award for consecutive months.
Loan Officer
Magnolia Bank
San Juan Capistrano, CA
04.2015 - 07.2022
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
- Trained new hires in collaboration with the Regional Manager.
- Ranked 7th in the nation for funding $20 million in loans at Magnolia Bank.
Mortgage Banker
Bridge View Bank
Irvine, CA
03.2012 - 12.2014
- Managed client interactions from initial contact through loan funding.
- Reviewed loan files for completeness prior to submission to underwriting department.
- Maintained accurate records of mortgage loans in company database system.
- Supported Sales Manager in onboarding new hires and implementing new procedures.
- Funded $1-$2 million in mortgage loans per month.
Sales Manager
Prestige Financial Services
Ontario, CA
02.2008 - 02.2012
- Recruited and trained 30 sales representatives, enhancing team capabilities.
- Executed marketing campaigns to drive sales growth.
- Developed and implemented a new marketing concept to mitigate losses.
- Fostered a positive culture while inspiring sales representatives to achieve and surpass their targets.
Education
Bachelor of Science - History
Whittier College
Whittier, CASkills
- Client assessment
- Customer follow-up
- Licensed insurance agent
- Life insurance
- Quotes and sales
- Referral pipeline maintenance
- Revenue generation
- Customer service-focused
Affiliations
I enjoy spending time with my family, whether on the lake, on the golf course, at a Utah Hockey Club game, or watching my grandsons sporting events.
Accomplishments
I have received the MVP for multiple months at Policy Scout and have been in the top ten on the sales board at many differnt companies throughout my career.
Certification
- Life Insurance License
References
References available upon request.
Timeline
Insurance Agent
Policy Scout
09.2022 - Current
Loan Officer
Magnolia Bank
04.2015 - 07.2022
Mortgage Banker
Bridge View Bank
03.2012 - 12.2014
Sales Manager
Prestige Financial Services
02.2008 - 02.2012
- Life Insurance License
Bachelor of Science - History
Whittier College
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