Summary
Overview
Work History
Education
Skills
Timeline
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Derek Johnson, CLFP

St Louis,MO

Summary

Motivated Producer focused on forging long-term relationships through superior communication, persistence, and customer service.

Overview

16
16
years of professional experience

Work History

Partner

10-4 Financing
Tulsa, OK
10.2011 - Current
  • Managed group of 3-6 employees.
  • Oversaw firm's day-to-day administrative operations and provided guidance to support staff.
  • Worked directly with marketing partner managing Google ads, social media, and SEO.
  • Maintained company budget based on market conditions/projections.
  • Research and vetted lending partners within transportation industry.


Independant Producer

Amador Hill Insurance
Saint Louis, Missouri
08.2019 - Current
  • Developed channels for customer prospecting.
  • Focused on owner operator, drive-home, and young authority coverages.

Vendor Sales Manager

Maxim Commercial Capital
Los Angeles, California
10.2017 - 05.2019
  • Handled customer relations issues, enabling quick resolution and client satisfaction.
  • Advanced relationships with vendors and found new prospects by identifying needs and offering appropriate services.
  • Maintained pipeline from submission to approval through closing.
  • Traveled 25% of the time to support market presence.

Investment Analyst

Jennings Investment Advisors
Wilson, Wyoming
02.2010 - 05.2010
  • Internship assisting portfolio management.
  • Conducted detailed investment analysis, calculations and reports.
  • Developed spreadsheet models for diverse projects and analysis.
  • Created and maintained precise and accurate models, charts and reports.


Education

Bachelor of Arts - Finance

Oral Roberts University
Tulsa, OK

CLFP Foundation
Northbrook, IL
2020

Skills

  • Prospecting
  • Managing
  • Marketing
  • Customer Service

Timeline

Independant Producer

Amador Hill Insurance
08.2019 - Current

Vendor Sales Manager

Maxim Commercial Capital
10.2017 - 05.2019

Partner

10-4 Financing
10.2011 - Current

Investment Analyst

Jennings Investment Advisors
02.2010 - 05.2010

Bachelor of Arts - Finance

Oral Roberts University

CLFP Foundation
Derek Johnson, CLFP