Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Derek Anderson

Derek Anderson

Director of Business and Sales Development
Milton,WI

Summary

Business Development Director /Marketing Director (Hybrid/Remote) Financial Sales History: Senior Housing IL,AL,MC, Hotel,Multifamily Housing, Delaware Statutory Trusts (DSTs), 1031 Exchanges, Oil and Gas Direct Participation Programs (DPPs), Annuity, Life and Long Term Care Insurance.

Linkedin https://www.linkedin.com/in/derekcgap/

  • Driven Business Development Executive with career history in multi-state distributed businesses and proven skill in hiring, developing and retaining high-performance teams. Motivating leader with strengths in building strategic relationships to support key business initiatives. Highly skilled in change management, management transition and merger integration. Offering excellent interpersonal and communication skills and experience managing matrixed organizations.

Overview

34
34
years of professional experience

Work History

Director of Business Development

LRT Development Company
08.2018 - Current
  • Business Development – Texas/Florida/South Carolina/Rode Island (Remote)
  • Set and led video and audio calls with prospective investors, reviewed and finalized marketing materials for U.S
  • And foreign investor-financed real estate developments in RI, FL, TX, SC, NV, including senior assisted living facilities and multifamily housing.
  • Helped raise international investor equity (4m) for all projects including multifamily apartment complex and senior community located in federal opportunity zone of Hardeeville, South Carolina (Savannah, GA metropolitan area)
  • Raise capital for DST through Broker Dealer channels. Attain selling agreements with RIA/BD/Family Office.
  • Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
  • Identified, hired and trained highly qualified staff by teaching best practices, procedures, and sales strategies.
  • Closed lucrative sales deals using strong negotiation and persuasion skills.
  • Established and maintained highly effective relationships with clients and industry partners to drive growth.
  • Contributed to industry events and trade shows to showcase products and gather industry intelligence.

Insurance Broker Consultant

Anderson Financial
07.2016 - 04.2022
  • Insurance License Number: 6486457 Property and Casualty, Life and Health.
  • Conducted prospective client interviews to assess needs, policy requirements and financial resources for best plan options for individuals.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Establish a private insurance company for business owners.
  • Developed and implemented promotional strategies to increase customer base.
  • Designed presentations and marketing materials to promote insurance products.
  • Recruited top talent to maximize profitability.

Capital Growth and Protection
01.2009 - 01.2022
  • Developed comprehensive marketing plans to promote insurance products to potential clients.
  • Conducted annual reviews of existing policies to update information.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.

Registered Financial Representative

MetLife
01.2008 - 01.2009
  • Life insurance and annuities producer
  • Discussed financial options with clients and provided informed suggestions.
  • Met with members to understand goals and recommend solutions to fit specific needs.

Registered Representative

TransAmerica
01.2005 - 01.2008
  • Life insurance and annuities producer
  • Interviewed clients to better understand financial positions and assets ready for investment.
  • Reviewed community and industry markets to increase number of clients and expand overall market share.

Shoreline Concierge
01.2003 - 01.2005
  • Owner of concierge business to high-net-worth (HNW) property owners of lake and river estates.

Lear Corporation
01.1991 - 01.2003
  • Focused on communicating time sensitive issues across thirteen different auto parts manufacturing divisions' encompassing quality control issues, transportation logistics and design issues.
  • Exceptional written and oral communication skills were necessary to identify issues by collaborating with quality control directors and to manufacturing team consensus for action plan resolvent.
  • Self-motivated, with a strong sense of personal responsibility
  • Acted as a team leader in group projects, delegating tasks and providing feedback
  • Skilled at working independently and collaboratively in a team environment.

Education

B.A. - Business

University of Wisconsin Rock County , Janesville
1991

U.S. Pacific -

U.S, United States Navy, USS, Fleet Replenishment, USS ROANOKE AOR-7
1989

Grade: Fire Controlman, 3rd Class (FC3) and Ships Search and Rescue Swimmer (pilot rescue). , Roanoke (AOR-7), Wichita-class

  • Awarded Sailor of the Month 3x
  • Awarded Sailor of the Quarter
  • Awarded Meritorious Accommodation Medal
  • Certified weapons control on Nato Sea Sparrow missile system.
  • Certified weapons control (CIWS) close in weapons system.


High School Diploma -

Milton High School, Milton, WI
06.1985

Skills

  • Team Building
  • Recruiting and Hiring Oversight
  • Relationship Management
  • Distribution Channels
  • Joint Ventures
  • Strategic Planning
  • Regulatory Compliance
  • Networking
  • Critical and Creative Thinking
  • Fundraising
  • Community Relations
  • Asset Valuation
  • Prepare Sales Agreements
  • Consultative Sales Approach
  • Financial Models
  • Tradeshow Events
  • New Business Opportunities
  • Negotiation

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Director of Business Development - LRT Development Company
08.2018 - Current
Insurance Broker Consultant - Anderson Financial
07.2016 - 04.2022
- Capital Growth and Protection
01.2009 - 01.2022
Registered Financial Representative - MetLife
01.2008 - 01.2009
Registered Representative - TransAmerica
01.2005 - 01.2008
- Shoreline Concierge
01.2003 - 01.2005
- Lear Corporation
01.1991 - 01.2003
University of Wisconsin Rock County - B.A., Business
U.S, United States Navy, USS, Fleet Replenishment - U.S. Pacific,
Milton High School - High School Diploma,

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Derek AndersonDirector of Business and Sales Development