Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Kenneth Powell

Denton,TX

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaison between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Financial Services Consultant

TIAA
Lewisville, TX
01.2023 - Current
  • Work with participants to provide education and understanding regarding TIAA financial products and services and assists participants in meeting their long-term financial goals.
  • Offer outstanding customer service to inbound callers. Answer on average 35 calls per day.
  • Execute transactions and service requests for participants. Maintain and record call Interactions.

Licensed Agent

HealthPlanOne
Phoenix, AZ
09.2022 - 12.2022
  • Presented and clearly explained insurance policy options based on clients' needs and goals.

National Sales Agent

Pennymac Insurance Services
Irving, TX
07.2021 - 08.2022
  • Engage positively with each customer, providing professional and polite support for sales and service needs.

Licensed Life Insurance Agent

Insurance Supermarket USA
Miami, FL
02.2021 - 07.2021
  • Sold life insurance policies via telephone nationwide.

Insurance and Annuity Specialist

Horace Mann Service Corporation
Irving, TX
07.2019 - 12.2020
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Answered Registered Line for the Life & Retirement Customer Service Center. Received 15 - 20 calls per day from clients, agents, and third parties. Researched cases and answered any questions.
  • Explained options for surrender, transfer, exchange, of annuities and ordered paperwork as necessary. Conveyed rates of return, participation rates, cap rates, fees associated with surrender or transfer if applicable.

Financial Services Professional

Penn Mutual Wealth Strategies
Addison, TX
10.2018 - 07.2019
  • Promoted insurance and products to individuals and businesses. Analyzed and determined financial viability and productivity.

Outside Sales Representative

Insurance Connection USA/Garrison Enterprises LLC
Corinth, TX
06.2018 - 07.2019
  • Closed sales of Insurance to increase revenue and build client loyalty.

Agency Owner/Operator

Farmers Insurance Group
Highland Village, TX
08.2006 - 05.2018
  • Analyzed clients' current Insurance programs and suggested additions or changes to deliver better offerings.
  • Met with customer, assessed situations and created personalized plans.
  • Motivated CSRs and producers to accomplish challenging objectives.
  • Boosted client retention by 90% through high-quality service and follow through.

Education

BBA - Management

University of Incarnate Word
San Antonio, TX

Skills

  • Cross-selling and upselling
  • Organizational skills
  • Leadership
  • Decision-making
  • Issue and conflict resolution
  • Lead generation
  • Business Planning

Certification

  • P & C, Life & Health License NPN# 8861698
  • FINRA Series 6 & 63 CRD# 5261046

Affiliations

  • Member, Highland Village Rotary Club; (club President 2016 - 2017)

Timeline

Financial Services Consultant

TIAA
01.2023 - Current

Licensed Agent

HealthPlanOne
09.2022 - 12.2022

National Sales Agent

Pennymac Insurance Services
07.2021 - 08.2022

Licensed Life Insurance Agent

Insurance Supermarket USA
02.2021 - 07.2021

Insurance and Annuity Specialist

Horace Mann Service Corporation
07.2019 - 12.2020

Financial Services Professional

Penn Mutual Wealth Strategies
10.2018 - 07.2019

Outside Sales Representative

Insurance Connection USA/Garrison Enterprises LLC
06.2018 - 07.2019

Agency Owner/Operator

Farmers Insurance Group
08.2006 - 05.2018

BBA - Management

University of Incarnate Word

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Kenneth Powell