Summary
Overview
Work History
Education
Skills
Websites
Volunteer History
Timeline
Generic

Joseph Laber

Seattle,WA

Summary

To attract and retain customers with a solution-oriented sales approach and steadfast service.


Result motivated Life Insurance Broker providing tailored solutions to suit individual coverage needs.


Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options.


Passionate cultivator of loyal customer relationships and organizational service quality.

Overview

24
24
years of professional experience

Work History

SENIOR ACCOUNT EXECUTIVE / LIFE INSURANCE BROKER

EFINANCIAL
04.2019 - 04.2023


  • Designed and Presented appropriate needs-based life insurance solutions.
  • Closed sales and Converted provided leads into satisfied clients.
  • Attained high expertise in value selling practices.
  • Acquired over 1,500 clients with an estimated total face amount of $150,000,000 of life insurance.
  • Garnered over $1,000,000 of annual life insurance premium over a 4-year period.
  • Converted prospects to satisfied clients at a closing rate of 30% - 40% over a 3 ½ year period averaging 4-6 applications per day.
  • Renewed WA Life, Disability, Property and Casualty, Variable Life and Variable Annuities Insurance License expiring in October 2025
  • Completed over 100 hours of Continuing Education courses from August 2023 - October 2023
  • Created a comfortable environment for prospective clients on each sales call
  • Communicated effectively via phone and email with my clientele
  • Collaborated with colleagues, support teams, and multiple life insurance companies to provide top notch customer service
  • Implemented sales training and coaching by leadership to succeed.


SALES SPECIALIST

REI DENVER FLAGSHIP STORE
11.2001 - 04.2011


  • Earned a promotion to Retail Sales Manager at the Seattle Flagship Store
  • Exceeded individual membership sales goals from 2002 - 2008 and 2010-2011
  • Sold a wide variety of products in a fast-paced high energy customer facing sales environment.


REGISTERED REPRESENTATIVE

NATIONAL LIFE GROUP
11.2018 - 03.2019


  • Prospected, Created, and Developed my own sales pipeline over a 3 month period.
  • Acquired one life insurance client with a total face amount of $1,000,000.
  • Presented the benefits of life insurance and financial planning at a first-time homebuyers seminar.
  • Communicated effectively over the phone, via email, and in person with prospective clients to advance the sales process.


REGISTERED REPRESENTATIVE

NEW YORK LIFE INSURANCE COMPANY AND NYLIAC SECURITIES
05.2016 - 10.2018


  • Created a book of business of 30 clients over a 30-month period
  • Acquired 30 clients with a total face amount of $14,500,000 of life insurance and $240,000 of variable annuities
  • Prospected, Created, and Developed my own sales pipeline
  • While I worked at New York Life, each client remained with me as their financial services professional after policy delivery
  • Passed the Washington State Life and Health Insurance Producer Exam (May 2016)
  • Passed Series 6 Exam (December 2017)
  • Passed Series 63 Exam (January 2018)
  • Developed strong relationships with clients from a diverse set of professions and backgrounds
  • Collaborated with leadership and training professionals to design appropriate solutions and strategies for clients
  • Communicated effectively over the phone, via email, and in person with prospective clients to advance the sales process.


RETAIL SALES MANAGER

REI SEATTLE FLAGSHIP STORE
08.2011 - 09.2015


  • Led up to 28 direct reports (full and part-time) in different departments
  • Led the clothing (2011), footwear (2012), hard goods (2013), snow sports (2013-2014), cycle/paddle/cycle repair and assembly shops (2014) and cycling (2015) departments
  • Each department contributed $5-20 million in annual gross sales
  • Provided real-time sales coaching, feedback, and recognition to direct reports improving individual and team performance
  • Developed top performers to be promoted to retail sales managers
  • Recruited, Interviewed and Hired top talent forming cohesive sales teams
  • Organized product trainings, scheduled floor coverage, and coordinated visual moves meeting store expectations
  • Collaborated with REI corporate and the sales team to implement a new enhanced cycle fit system improving the customer experience
  • Recognized by upper management for demonstrating leadership in sales and service
  • Increased gross sales in the cycling department by 22% over 2013 from March 2014 to September 2015
  • Improved paddling department gross sales by an estimated 20% over 2013 from March 2014 to February 2015
  • Sales teams exceeded expectations in department membership sales in 2011, 2013, 2014, and 2015
  • REI customer polls recognized my teams as friendly and courteous employees, and knowledgeable sales specialists.


SPANISH TEACHER

GATEWAY HIGH SCHOOL
10.2008 - 03.2009


  • Taught and planned lessons for High School Spanish I and II.


ACCOUNT EXECUTIVE

DAKTRONICS INC.
04.1999 - 04.2001


  • Sold multiple scoreboards and electronic displays grossing $1.7 million in revenue in a 2-year period
  • Generated leads throughout Latin America and the Caribbean
  • Conducted conversations in Spanish and English.


Education

BACHELORS DEGREE IN SPANISH AND SECONDARY EDUCATION (SCHOOL OF ARTS & SCIENCES) -

MARQUETTE UNIVERSITY
Milwaukee, WI

Skills

  • WA Certified Life, Disability, Property and Casualty, Variable Life and Variable Annuities Insurance Producer (expiring October 2025)
  • Series 6 & 63 Registry with FINRA (expired March 2021)
  • Sales
  • Leadership
  • Retail Sales Management
  • Colorado State Foreign Language 6-12 Teaching License (expired in 2010)
  • Conversational Spanish Communicator

Volunteer History

  • ST. JOSEPH CATHOLIC CHURCH - PARISH LIFE COMMISSION (2016 - 2019)
  • ST. JOSEPH CATHOLIC CHURCH - MEN'S MINISTRY (2016 - PRESENT)
  • TOASTMASTERS (2012 - 2013)
  • HABITAT FOR HUMANITY (2007)

Timeline

SENIOR ACCOUNT EXECUTIVE / LIFE INSURANCE BROKER

EFINANCIAL
04.2019 - 04.2023

REGISTERED REPRESENTATIVE

NATIONAL LIFE GROUP
11.2018 - 03.2019

REGISTERED REPRESENTATIVE

NEW YORK LIFE INSURANCE COMPANY AND NYLIAC SECURITIES
05.2016 - 10.2018

RETAIL SALES MANAGER

REI SEATTLE FLAGSHIP STORE
08.2011 - 09.2015

SPANISH TEACHER

GATEWAY HIGH SCHOOL
10.2008 - 03.2009

SALES SPECIALIST

REI DENVER FLAGSHIP STORE
11.2001 - 04.2011

ACCOUNT EXECUTIVE

DAKTRONICS INC.
04.1999 - 04.2001

BACHELORS DEGREE IN SPANISH AND SECONDARY EDUCATION (SCHOOL OF ARTS & SCIENCES) -

MARQUETTE UNIVERSITY

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Joseph Laber