JUSTIN WHITE
Las Vegas,NV
Summary
Financial Services Agent with 10+ years of experience managing financial portfolios, insurance policies, facilitating client relationships, and driving and growing new business revenue. Excellent in developing monetizable solutions for clients and insuring clients receive superior customer service.
Overview
14
14
years of professional experience
Work History
Market Sales Associate Manager
Allstate Insurance Co
10.2021 - Current
- Trained personnel on policies, procedures and communications for in-person and telephone etiquette.
- Collaborated with sales leadership to drive prospecting and enhance engagement through sales promotions.
- Led staff meetings to discuss customer service and sales goals, operational problems or procedural changes.
- Conducted performance reviews, handle employee matters relating to job performance, grievances, promotions, transfers and terminations.
- Motivated and led sales team to achieve performance targets for initial prospect interaction, scheduling, engagement during sales process and closing.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Held weekly meetings with Job titles to identify techniques to overcome sales obstacles.
- Improved sales processes to streamline customer acquisition and onboarding strategies.
Agency Owner
Farmers Insurance Company
02.2019 - 09.2021
- Supervised all agency activities to promote proper planning, coordination and organization.
- Managed budgeting, purchasing and payroll and delivered pertinent reports to board.
- Assessed customer needs and developed individualized solutions delivering Result and Result to customer satisfaction.
- Recruited, hired and developed top candidates for open vacancies and retained staff through consistent mentoring, positive feedback and Technique.
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Established Program to monitor agency services and identify opportunities to measure actions.
PERSONAL BANKER
Wells Fargo
10.2016 - 07.2019
- Assisted in consumer and business clients’ financial success
- Maintained customer portfolios and build long term relationships
- Bank promoter, financial educator, & credit and loan provider
- Collaborated with Wells Fargo business Partners.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
INSURANCE AGENT
Allstate Insurance
01.2014 - 10.2016
- Provided initial response to all service requests for existing customers
- Maintained and exceeded sales goals while building a referral base.
- Maintained high standards of customer service by building relationships with clients.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
FRAUD REPRESENTATIVE
Clear Wire
01.2013 - 12.2013
- Investigated complex fraud issues and customer service
- Managed bad mix, business practices, unauthorized charges, and bad debt
- Troubleshoot equipment devices, processed orders, and validated customers' information
- Provided coaching and mentoring terms of services to team members and market advisors.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Investigated cases of insurance and credit card fraud, which involved upwards of $Amount per case.
MANAGER TRAINEE
Enterprise Rent a Car
02.2008 - 08.2011
- Managed office staff and car fleet with over 320 cars
- Build relationships with customers, market with car dealerships, body shops, corporate, and insurance companies
- Lead, train, & develop employees in sales technique and tactics, corporate metrics, and preparation for promotion
- Perform administrative functions such as ordering car and office supplies
- Make car reservations, data entry, and accounting functions
- Resolved escalated concerns using professionalism and understanding of facets of issue.
- Reviewed financial accounts for accuracy and resolved discrepancies.
- Managed internal operational standards and productivity targets for Area of expertise.
- Devised processes to boost long-term business success and increase profit levels.
Education
Bachelor Of Applied Science - Business
University of Phoenix
Tempe, AZ2025
Skills
- Sales Records Management
- Territory Assignments
- Interdepartmental Collaboration
- Customer Consultations
- Business Development and Planning
- Client Base Retention
- Community Reinvestment Act
- Motivational Leadership
Accomplishments
- Adaptability
- Collaboration
- Strong Work Ethic
- Time Management
- Critical Thinking
- Handling Pressure
- Leadership
- Problem Solving
- Managed operations of Insurance Agency, Property & Casualty, Life and Business Ins
- Met and maintain monthly sales goals for the Agency and accountability of staff
- Coach, motivate, & train staff in compliancy with corporate brand
- Serviced existing book of policies &market corporate brand to new potential clients
- Municipal engagement, volunteering and serving the community
- EDUCATION
- Casualty
- Las Vegas, 2016
- CERTIFICATION
- Health & Life
- Las Vegas, 2016
- Property
- Las Vegas, 2016
- Market Sales Associate Manager
- Allstate Insurance, Henderson, NV / October 2021 – Present
- Develop and executes complex strategies to reach pre- determined sales goals and manage key performance indicators related to sale production, quality, and expense management to drive performance to those plans
- Subject matter expert, advising and identifying opportunities for employee develop
- Coach, motivate, & train staff to drive results and hold employees accountable
- Provide strategic communication updates, leadership updates, messaging and sales goals
- Collaborates with other functional areas of responsibilities, such as marketing, technology, education and etc
- Meet strenuous time deadline goals for complex projects
- Create a goal oriented, positive, and engaging work environment fostering empowerment and diversity inclusion
- B.S
- Business
- University of Phoenix -
- Present
- Financial Services Business Professional
- AGENCY OWNER
- Farmers Insurance, Henderson,NV/February 2019-August
Timeline
Market Sales Associate Manager
Allstate Insurance Co
10.2021 - Current
Agency Owner
Farmers Insurance Company
02.2019 - 09.2021
PERSONAL BANKER
Wells Fargo
10.2016 - 07.2019
INSURANCE AGENT
Allstate Insurance
01.2014 - 10.2016
FRAUD REPRESENTATIVE
Clear Wire
01.2013 - 12.2013
MANAGER TRAINEE
Enterprise Rent a Car
02.2008 - 08.2011
Bachelor Of Applied Science - Business
University of Phoenix