Doug Curttright
Luminary Life
Austin
1
Certification
12
years of professional experience
Licensed Sales Professional with over 10 years of experience in regulated, data-driven industries, including insurance and lending. Achieved strong client relationships and tailored solutions through consultative selling and KPI management across CRM platforms. Focused on leveraging customer-facing skills and metric-driven execution in technology environments.
Work History
Licensed Insurance Agent
1 Year 11 Months- Conducted discovery to align policy recommendations with customer financial and family goals, enhancing client satisfaction and retention
- Evaluated policy options to optimize client objectives and profitability, resulting in tailored solutions that meet specific needs
- Track and report KPIs (sales attainment, retention, individual profitability) in CRM
- Collaborated on Initiatives team to identify new revenue streams and implement process improvements, contributing to organizational growth
- Achievements: Consistently ranked in the top 10% of agents across six consecutive sales cycles
Licensed Insurance Agent
3 Years 11 Months- Aligned clients with optimal health plans based on needs, provider networks, and coverage gaps
- Coordinated lifecycle communications and updates for plan changes and renewals, ensuring client awareness
- Monitored KPIs for sales attainment and policy retention; utilized CRM for maintaining pipeline health
- Managed annual and quarterly contract renewals with attention to compliance and accuracy
- Collaborated on pilot programs with top agents to test new software and sales tactics
- Achievements: Top 10% of sales agents in multi-state region; promoted from Beginner Agent to Senior Benefits Specialist
Loan Broker
3 Years 4 Months- Guided borrowers through financing options, clarifying terms and repayment plans to align with goals
- Conducted high-volume outreach (email/text/phone) to ~100 clients daily, leveraging CRM for effective communication
- Maintained high-volume outreach (email/text/phone) to ~100 clients daily using CRM
- Operated against competitive KPIs (loans funded, quality, online funding conversion)
- Trained new loan brokers on processes, compliance, and customer communication to ensure consistent service delivery
- Achievements: Top 5 across all primary sales metrics each year; selected as one of two broker trainers
Loan Broker
3 Years 5 Months- Mapped borrower profiles to lender criteria across 70+ banks/credit unions
- Mapped borrower profiles to lender criteria for 70+ banks/credit unions, facilitating optimal loan matches
- Managed daily pipeline of 50–70 clients through qualification, structuring, and closing
- Executed monthly KPIs, monitoring close rate, product attachment, and loss ratio to ensure performance targets met
- Advanced from entry level to main sales floor, achieving above-average close and product attachment rates
Education
Master of Music - Music
Bachelor of Music - Music
Skills
CRM-driven pipeline management; lead qualification; discovery; solution recommendation
KPI tracking and reporting (attainment
retention
profitability); forecasting
Customer onboarding
renewals
and account stewardship
Compliance
documentation verification
and risk/issue escalation
Cross-functional collaboration on pilots and software/process rollouts
Written/verbal communication; customer education; training and mentoring
Microsoft Office (Excel
Word
PowerPoint); adaptable to new tools quickly
Client relationship management
Professional networking
Certification
Licensed Insurance Agent (active)
Interests
Jiu Jitsu Instructor
Scuba Diving
Stock/Commodities Investing
Timeline
Licensed Insurance Agent
Luminary Life
09.2024 - CurrentRead More
Licensed Insurance Agent
GoHealth Insurance Brokerage
09.2020 - 08.2024Read More
Loan Broker
Community Loans of America
01.2017 - 05.2020Read More
Loan Broker
RateGenius Auto Loan Services
07.2014 - 12.2017Read More
The University of Texas at Austin
Bachelor of Music from Music
Read More
The University of Southern Mississippi
Master of Music from Music
Read More