Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Harrison Lambert

Overland Park,KS

Summary

Influential Sales Producer and Manager with 10 years of experience in business development, customizing insurance solutions, and leading successful team of sales professionals. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in relationship building, prospecting and sales.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Producer

Mylo, A Lockton Company
Kansas City, MO
05.2022 - Current
  • Works with businesses to solve insurance needs.
  • Seeks new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customizes existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommends type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Works with underwriters to assure business gets put in place as efficiently as possible.
  • Conducted research on insurance packages to generate client recommendations.
  • Calculated premiums and established payment methods for sales.

Managing Associate

Synergy Wealth Solutions
Overland Park, KS
12.2020 - 05.2022
  • Increased performance in areas of sales and territory growth by 20%.
  • Lead team of 12 financial advisors.
  • Worked with businesses to solve insurance needs.
  • Maximized performance by monitoring KPIs and mentoring team members.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Recruited, trained and mentored financial advisors and support staff to generate ideas, share knowledge and commit to building successful company.

Financial Advisor

Northwestern Mutual
Olathe, Kansas
12.2013 - 12.2020
  • Number one first year producer among company nationwide.
  • Cultivated and strengthened relationships with new and existing clients
  • Tracked and trained around KPIs.
  • Marketed business to increase customer base and grow revenue by 15-30% year over year.
  • Highlighted values and educated clients on insurance and retirement financial products
  • Worked on various group benefit programs, including 401K, medical, disability and life packages.
  • Lead and developed team of 12 interns to top internship office company wide.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Recruited, trained and mentored junior financial and support advisors.
  • Helped high net worth clients build and execute wealth management strategies based on unique goals and objectives.

Education

Bachelor of Science - Marketing

University of Northern Colorado
Greeley, CO
12.2013

Skills

  • Sales Proficiency
  • Prospecting
  • B2B Sales
  • Insurance
  • Presentations
  • Negotiation
  • Group Benefits
  • CRM Proficient
  • Sales Leadership
  • Team Development
  • Territory Management
  • Business Development

Accomplishments

  • Earned Mike Gish Memorial Award in 2015
  • Three Time MDRT Qualifier

Certification

- Active Series 6

- Active Series 63

- Active Life and Health

- Active Property and Casualty

Timeline

Producer

Mylo, A Lockton Company
05.2022 - Current

Managing Associate

Synergy Wealth Solutions
12.2020 - 05.2022

Financial Advisor

Northwestern Mutual
12.2013 - 12.2020

Bachelor of Science - Marketing

University of Northern Colorado

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Harrison Lambert