Frank Torres, CFP®
Coral Gables,FL
Summary
Strategic business development leader with forward-thinking and creative approaches to developing revenue channels, capitalizing on market conditions and enhancing sales funnels.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Director of Business Development
Insurance Professionals USA
Doral, FL
06.2021 - Current
- Negotiated partnerships with key lead vendors and international partners to ensure successful collaborations.
- Developed and automated the entire sales cycle including prospecting, lead generation, qualifying prospects, presenting solutions, closing deals, and automated the data population onto the agency's CRM.
- Developed standard objection responses based on client feedback for use by sales team in interactions with current and prospective clients.
- Coached, developed and motivated team to achieve revenue goals.
- Conducted regular performance reviews of the Sales Team members to identify areas for improvement and provide feedback for development.
CFO and Co-Founder
Cross Experience University
Vinhedo, São Paulo
10.2018 - 05.2021
- Co-founded the largest cross-training franchise in Brazil.
- Hosted 3-day workshops to prepare and educate over 1000 business owners and their stakeholders on how to properly run the business.
- Conducted presentations and lectures throughout Brazil to help recruit new franchisees.
- Developed and implemented strategic plans and procedures to manage the operation.
- Supervised the executive team, providing guidance on operational decisions.
- Managed day-to-day operations including staff management, scheduling, vendors, and franchisee support for the home office.
- Participated in development of new products and services through collaboration with the marketing team and key vendors.
- Led organizational development changes during the COVID-19 lockdown.
- Oversaw the development and implementation of systems for tracking financial performance metrics.
- Oversaw budgetary and financial activities and implemented strategies to grow business and profits.
- Oversaw corrective action plans to remedy structural, organizational and departmental issues.
Agency Owner
Allstate Insurance Co
Doral, FL
02.2009 - 06.2016
- Planned, coordinated, organized and directed all agency operations.
- Developed and implemented marketing strategies to increase revenue and brand awareness.
- Created and maintained relationships with clients, vendors, and other industry professionals.
- Coordinated internal resources to complete tasks efficiently while meeting specified requirements.
- Researched competitive intelligence information to identify areas where the agency could gain a competitive edge.
- Participated in networking events within the industry gaining valuable contacts that helped grow the business.
- Interviewed, trained and supervised employees.
- Motivated CSRs and producers to accomplish challenging objectives.
- Mentored and trained new hires on sales techniques and customer service procedures.
- Generated regular performance reviews for staff members based on goals set forth at beginning of year.
Education
Certificate - Personal Financial Planning
University of Miami
Miami, FL12-2009
Bachelor of Science - Finance
University of Florida
Gainesville, FL08-2005
Bachelor of Arts - Economics
University of Florida
Gainesville, FL08-2005
Skills
- Sales Presentations
- Sales Leadership And Training
- Pipeline Generation
- CRM Process Integration and Training
- Event Coordination
- Team Collaboration
- Training And Mentoring
- Market And Competitive Analysis
- Operations
- Excellent Communicator
- Verbal And Written Communication
- Process Improvement
Certification
- Certified Financial Planner®
- 215 Life and Health Insurance License
- 220 Property & Casualty Insurance License
- CrossFit Level 1 Coach
Accomplishments
- Allstate Chairman's Circle 2009, 2013
- Allstate Florida Agency Advisory Board member 2014
- Doral Toastmasters President 2015
- Toastmasters International Area Director 2015
- Marketplace Circle of Champions 2022, 2023
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Portuguese
Full Professional
Timeline
Director of Business Development
Insurance Professionals USA
06.2021 - Current
CFO and Co-Founder
Cross Experience University
10.2018 - 05.2021
Agency Owner
Allstate Insurance Co
02.2009 - 06.2016
Certificate - Personal Financial Planning
University of Miami
Bachelor of Science - Finance
University of Florida
Bachelor of Arts - Economics
University of Florida
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