Summary
Overview
Work History
Education
Skills
Timeline
Generic
Devon Freeman

Devon Freeman

Lafayette,IN

Summary

Seasoned Director of Expansion at Megan Wood Financial, adept in partnership development and effective communication, I've significantly contributed to organizational growth and agent training. With a proven track record in competitive analysis and fostering client relations, my leadership has consistently driven team success and enhanced client acquisition strategies.

Overview

9
9
years of professional experience

Work History

Director of Expansion

Megan Wood Financial
Lafayette, IN
05.2022 - Current
  • I am in charge of finding new talent, recruiting and onboarding them, as well as getting them licensed by the state if they do not have current license(s).
  • I also train the agents, both in the office and in the field. That includes back office, application process, questionarres, etc to ensure they are confident for field work.
  • I also design and implement weekly in office trainings and meetings for office staff and agents. We also have a weekly Zoom meeting for non-local agents as well.

Key Leader

National Agents Alliance
Burlington , NC
05.2022 - Current
  • I help individuals and families with finding the right products to fit their needs, whether that is Life Insurance, Health Insurance, or a retirement plan.
  • Each family is different, as well as each product is different, so it takes some work to do a correct interview with client and match with not only a good product, but also a fit for their financial situation.
  • I currently hold Life, Health, and Accidental Death & Dismemberment License in Indiana and Tennessee, and in school to obtain a Series 65 license

District Leader

PRIMERICA FINANCIAL SERVICES LIMITED
Indianapolis, IN
03.2016 - 05.2022
  • I began my career getting a Life insurance license here to help family and friends as well as referrals to get proper coverage for them and their families
  • Also was tasked with recruiting any and everyone I could to join me in the crusade to help people get properly covered.
  • I began as an individual representative and over the course of my time with Primerica, I built a team of 5 people

Education

GED -

Frankfort Senior High School
Frankfort, IN
05-2006

Skills

  • Partnership development
  • Competitive analysis
  • Organizational growth
  • International expansion
  • Operations management
  • Product launches
  • Customer acquisition
  • Client relations
  • Effective communication
  • Client retention
  • Full-cycle sales process
  • Strategic planning
  • Cold calling
  • Sales program coordination
  • Financial records analysis
  • Problem-solving aptitude
  • Self motivation
  • Multitasking capacity
  • Time management
  • Performance evaluations
  • Direct sales
  • Advertising campaigns
  • Continuous improvement
  • Attention to detail
  • Interdepartmental collaboration
  • Consultative and relationship selling
  • Sales training
  • New hire onboarding
  • Active listening
  • Training development
  • Customer service
  • Reliability
  • Sales plan implementation
  • Sales records management
  • Verbal and written communication
  • Interpersonal skills
  • Ongoing Improvement
  • Teamwork and collaboration
  • Team motivation
  • Professional demeanor
  • Decision-making
  • Sales reporting
  • Sales processes
  • Lead generation
  • Data confidentiality
  • Presentations and public speaking
  • Employee retention
  • Sales projections
  • Solution selling
  • Sales strategy
  • Analytical problem solver

Timeline

Director of Expansion

Megan Wood Financial
05.2022 - Current

Key Leader

National Agents Alliance
05.2022 - Current

District Leader

PRIMERICA FINANCIAL SERVICES LIMITED
03.2016 - 05.2022

GED -

Frankfort Senior High School

Similar Profiles

CREATE PROFILE
Devon Freeman