John Lawrence
Avondale Estates,GA
Summary
10 years of managing partner experience in 100% commission sales environment. Results were dependent upon process perfection from niche target marketing, first appointment execution, to closing the sale, and then maintaining the client relationship.
In 10 years I created three books of business from $0 in revenue to completion of sale.
2019: Sale of Property & Casualty book for 2.5x multiple.
2023: Sale of Assets Under Management business for 3x multiple.
2023: Annuity book of business transfer to my partner.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Managing Partner
J.A. Lawrence Wealth Management, LLC.
09.2020 - 10.2023
- Series 65 licensed financial advisor focused on client acquisition for the assets under management segment of the business.
- Grew client base from 0 to 188 in three years.
- Servicing existing clients investments, financial planning goals, and succession planning.
- Life & Health insurance licensed agent focused on growing fixed index annuity book of business.
- Grew client base from 0 to 32 in three years.
ENTERED INTO AGREEMENT TO SELL AUM BOOK OF BUSINESS OCTOBER 2023.
Managing Partner
Lawrence & Monaghan Insurance Group, LLC.
09.2013 - 09.2019
- Property & Casualty licensed insurance producer focused on client acquisition for personal & commercial insurance lines.
- Drove client acquisition for Home & Auto sales from 0 to 322 households in 6 six years.
- Drove client acquisition from 0 to 21 condominium associations for commercial lines in 6 years.
- Responsible for monitoring clients relationships.
- Responsible for keeping low losses on client portfolio.
Education
I Forwent Higher Ed. For Entrepreneurship
High School
Roswell, GA05.2007
Skills
- Cold client acquisition sales
- Long term client management
- Identifying niche markets
- Creating valuable offers for target market
- Virtual sales funnels
Certification
- Series 65 License
- Property & Casualty Insurance License
- Life & Health Insurance License
Timeline
Managing Partner
J.A. Lawrence Wealth Management, LLC.
09.2020 - 10.2023
Managing Partner
Lawrence & Monaghan Insurance Group, LLC.
09.2013 - 09.2019
I Forwent Higher Ed. For Entrepreneurship
High School
- Series 65 License
- Property & Casualty Insurance License
- Life & Health Insurance License
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