Frank Carl Jr
Professional
Charlotte,NC
Summary
Result-Driven professional with distinguished experience in insurance and health industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
Allstate Insurance Co
Charlotte, NC
08.2021 - Current
- Identified and solicited sales prospects in agency databases.
- Conducted research and identified market trends to develop better strategies for sales.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking and other outreach methods.
- 100+ outbound calls per day
- Increased book of business YTD by 37%
Financial Consultant
Lakeshore Financial Group
Chicago, IL
01.2021 - 08.2021
- Collaborated with clients to develop customized investment portfolios.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Insurance Agent
State Farm Insurance Inc
Highland Park, IL
01.2019 - 01.2021
- Identified and solicited sales prospects in agency databases.
- Conducted research and identified market trends to develop better strategies for sales.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking and other outreach methods.
- 100+ outbound calls per day
General Manger
XSport Fitness
08.2017 - 01.2019
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Trained and guided team members to maintain high productivity and performance metrics.
Sales Office Manager
D&R Decorating And Remodeling
08.2010 - 08.2017
- Developed office policies by implementing standards and procedures to guide efficient, effective operation of office.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Compiled and analyzed data to determine approaches to improve sales and performance.
Education
Bachelor of Science - Exercise Science
Utah State University
Logan, UT06.2015
Associate of Science -
College of Lake County
Grayslake, IL06.2013
Skills
- Decision Making
- Problem Solving
- Sales Statistics Analysis
- Critical Thinking
- Proposals and Presentations
- Strategic Planning
- Sales Tracking
- Budgeting/ P&L
- Profit and Revenue-generating Strategies
Certification
- Property
- Casualty
- Life
Timeline
Insurance Agent
Allstate Insurance Co
08.2021 - Current
Financial Consultant
Lakeshore Financial Group
01.2021 - 08.2021
Insurance Agent
State Farm Insurance Inc
01.2019 - 01.2021
General Manger
XSport Fitness
08.2017 - 01.2019
Sales Office Manager
D&R Decorating And Remodeling
08.2010 - 08.2017
Bachelor of Science - Exercise Science
Utah State University
Associate of Science -
College of Lake County
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