Eric Von Anderson II

Licenses

`Securities Industry Essentials

`Series 6

`Series 63

`Life Insurance

`Health Insurance

I’ve built a client base of approximately 130 individuals, focusing on warm leads and developing creative, holistic financial plans tailored to each client’s aspirations and goals. My approach includes implementing retirement strategies, distribution management, and recommending insurance products that align with clients’ unique needs and assets.

Accolades

P40

S60

Gold first year

Silver Second

Gold Third

I enjoy the insurance and investment business. Most important is I enjoy people and creating relationships

• This was my first phone sales job so my learning curve was extreme
• Within the first few weeks I had excelled in turning leads into prospects
• Compiling new clients in my first month
• In my second month I was catching tread and really excelling
• I closed 8 new and was in the running for trainee of the quarter
• At the close of of my third month at Altus I was named trainee of the quarter
• Through the next 3 months I averaged 13 new clients a month, again earning me the trainee of the quarter
• During this time I also won new client closer of the month twice out of all sale associates
• Altus has taught me truly how to sell at the highest level
• Managed book of business worth $600k to $1million across 50-70 accounts
• Completed over 300 cold calls per week to bring in new customers, maintaining 25% conversion rate
• Achieved 85% of monthly quota and grew sales 110-150% per year
• Elevated account management by predicting potential competitive threats and outlining proactive solutions
• Developed highly profitable pipeline based on multiple sales penetration techniques

• Route Sales Representative's days consist of how well you can service clients and work through problems, while maintaining sales goals
• I usually started my day at 4am, loaded my truck with product and uniforms
• Then drove one and half hours to Pueblo or Colorado Springs to service my clients
• The freedom of being able to structure your own day was enjoyable
• This also meant that all the responsibilities were on the RSR
• All product issues would have to be resolved on the fly
• Improvising and problem solving was a normal occurrence daily
• I excel at making things work but also maintaining quality and standards
• So I flourished and became a top sales rep in a fortune 500 company
• Was a top 100 sales rep three years in a row
• Delivered top notch customer satisfaction, reviewing feedback closely and addressing needs and requests of account holders
• Immediately addressed problems with customers to promote speedy resolution
• Exceeded sales goals and market competitions through effective negotiation of product and material pricing
• Increased longevity of 200 accounts by providing individualized customer service and developing relationships with account holders

• My family opened this business with one drive through
• At 12 years I became a master barista and could smoothly operate the business without assistance
• Our company grew to a chain of 5 full service cafe's
• The burden of 5 business's for my mother was overwhelming
• So I took over two stores when I was 21 to help lessen her workload
• Also help strengthen the brand
• During the recession of 2007 I helped coordinate the sale of 3 stores
• It was best for the business and to help us gain some capital
• I personally opened a cafe on Buckley Airforce Base at 23
• For 3 years ran the very lucrative business
• Input income and expense details into quickbooks to track business finances and address variances
• Discovered areas of improvement by generating hourly operational and sales reports
• Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
• Managed 5 employees by supervising daily tasks
• Held the military standards of cleanliness and uniformity