Dexter Branscome
Franklin,TN
Summary
Focused leader with 20 years of experience finding innovative ways to grow revenue and increase margins. Well-versed in advanced planning, utilizing tax strategies with life insurance and investments, negotiating high-level contracts and building lasting relationships with vendors, clients and partners. Dynamic and decisive leader with excellent planning and problem-solving abilities. Talented Advisor that brings high-level business, marketing and sales acumen. Savvy to industry trends, practices and customer demands. Driven individual with career history in multi-state distributed businesses and proven skill in hiring, developing and retaining high-performance teams. Highly skilled in consultative sales processes able to work at executive C-Suite level. Offering excellent interpersonal and communication skills and experience managing matrixed organizations. FINRA Supervisory experience for 18 years.
Overview
21
21
years of professional experience
1
1
Certificate
Work History
Financial Advisor
Prudential Financial
05.2022 - Current
- Business succession planning utilizing transfer ownership via business valuations, employee stock options planning, formalizing stander operating procedures SOPS.
- Managed and Sold Group Health Insurance.
- Managed and sold supplemental payroll benefits.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Helped businesses and families build and execute wealth management strategies based on unique goals and objectives.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Specialized in life sales, to include charitable giving though trust work, tax planning, leveraging multi-year deductions.
- Estate tax strategies, capital gains tax strategies, and income tax strategies.
Owner Agent
Allstate Insurance Corporations
02.2010 - 04.2022
- Increased company profits by 82% by exceeding individual daily sales goals
- Recruiting, Training, Staff Development
- Managed day-to-day business operations.
- Managed and sold group life and health insurance.
- Managed and sold supplemental payroll benefits.
- Won Nationals, Chairman's, and Inner Circle multiple years. Top 10% life producer.
- Developed comprehensive training program for new sales associates
- Planned and directed staff training and performance evaluations
- Reviewed operational records and reports to project sales and determine profitability
- Identified target audiences and devised campaigns to match target demographics and optimize results
- Developed and implemented targeted digital strategy to improve business performance
Regional Financial Sales Development Consultant
Allstate Insurance Company
01.2005 - 02.2010
- Supervised sales force of 578 sales agents over 5 state region TN, MS, LA, AR, KY, with 35 sales managers reporting
- Recruit, train and oversee new Personal Financial Representatives. Conduct Seminars and Classroom instruction aimed at retirement/tax strategies developing both new and veteran Agents and Personal Financial Representatives
- Helped 5 state region win top region in US for life insurance and financial sales.
- Managed and sold group life and health insurance.
- Managed and sold supplemental payroll benefits.
- Develop and run regional kick off meeting for 5 state region
- Develop and ran advanced planning training session to certify representatives for “Allstate Certified Business Planners SM”. Developed post center training program for 5 state region
- Created and launched new online marketing strategies that resulted in 106 % sales increase
- Planned and implemented studies to assess market conditions and evaluated results to enhance marketing campaigns
- Directed marketing projects at all stages, including conceptual planning, schedule management and final implementation
Sr. Manager of Financial Services
Prudential Financial
08.2002 - 02.2005
- Supervised sales force of 48 financial advisors across state of TN
- Recruit, train and oversee Financial Representatives. conduct seminars and classroom instruction aimed at retirement/tax strategies developing both new and veteran Financial Representatives
- Exceeded regional annual sales target helped, the office become winners of Dryden Cup top sales office in US
- Supported sales team in writing proposals and closing contracts. Developed quarterly and annual sales department budgets
- Managed and Sold Group Life and Health Insurance.
- Managed and sold supplemental payroll benefits.
- Planned and directed staff training and performance evaluations
- Reviewed operational records and reports to project sales and determine profitability
- Present at national sales conference about Business Advanced Planning at invitation of executive leadership
- Developed and referral implemented program with advisors introducing them into the business markets
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities
- Gibraltar Winner as advisor won 11 state regional cup and raked 6 in the US for Life Insurance and Investment sales.
Education
Bachelor of Science - Professional Studies, Finance and Marketing
Middle Tennessee State University
Murfreesboro, TN07.2024
MTh Applied Orthodox Theology Studies - Orthodox Theology
Antiochian House of Studies
1020 Baseline Rd La Verne CA 9175007.2024
Skills
- 18 years of group health sales and management
- 18 years of sales and management of supplemental payroll benefits
- Cash-flow analysis
- Risk and Mitigation Analysis
- Executive Leadership
- Effective Communicator and Public Speaker
- Leadership and People Development
- Revenue and profit maximization
- Developing Operational Improvements
- Recruiting, Training, Staff Development
- Effective negotiator
- Critical and creative thinking
- Staff Management
- Team building expertise
- New Business Development
Accomplishments
- Created a company-wide, comprehensive sales training program for Allstate Corporate sales team members
- TN Real Estate Affiliate Broker License, OSHA 10, Life/Health/Property/Casualty License FINRA Series Licenses
Affiliations
Board of Directors Vice President Grace Ministries, Inc current,
National Association of Financial and Insurance Advisors 2002-current
Board of Directors Member for NAFIA local chapter 2005 & 2006
Chairman of IFA-PAC Nashville chapter 2005 & 2006 Board of
Directors Member for Mustard Seed Preschool 2005 & 2006
Convention Chairperson 2002-current National Level Chamber of Commerce
Certification
TN Real Estate Affiliate Broker License, OSHA 10 Certification, Licensed in Life, Health, Property, and Casualty
FINRA Series Licenses
Timeline
Financial Advisor
Prudential Financial
05.2022 - Current
Owner Agent
Allstate Insurance Corporations
02.2010 - 04.2022
Regional Financial Sales Development Consultant
Allstate Insurance Company
01.2005 - 02.2010
Sr. Manager of Financial Services
Prudential Financial
08.2002 - 02.2005
Bachelor of Science - Professional Studies, Finance and Marketing
Middle Tennessee State University
MTh Applied Orthodox Theology Studies - Orthodox Theology
Antiochian House of Studies
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