Kirby Trumbo

• Calculated quotes and educated potential clients on insurance options.
• Developed and implemented marketing strategies to boost sales and increase customer base.
• Educated clients on insurance policies and procedures.
• Licensed for Life and Health

Buy and sell securities and options.

• Managed and motivated employees to be productive and engaged in work.
• Cross-trained existing employees to maximize team agility and performance.
• Maximized performance by monitoring daily activities and mentoring team members.
• Controlled costs to keep business operating within budget and increase profits.
• Improved marketing to attract new customers and promote business.
• Planned and budgeted accurately to provide business with resources needed to operate smoothly.

• Managed day-to-day business operations.
• Evaluated suppliers to maintain cost controls and improve operations.
• Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
• Controlled costs to keep business operating within budget and increase profits.
• Improved safety procedures to create safe working conditions for workers.
• Improved marketing to attract new customers and promote business.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

• Defined company roles and responsibilities to establish and enhance processes.
• Managed financial, operational and human resources to optimize business performance.
• Analyzed industry trends and tracked competitor activities to inform decision making.
• Maintained P&L and shouldered corporate fiscal responsibility.
• Accomplished multiple tasks within established timeframes.
• Controlled costs to keep business operating within budget and increase profits.

• Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
• Analyzed clients' financial situations to offer products to improve standard of living.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Presented financial plans and investment recommendations to clients.
• Researched and evaluated potential investment products for clients.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Strengthened communication skills through regular interactions with others.
• Worked flexible hours across night, weekend and holiday shifts.
• Passionate about learning and committed to continual improvement.
• Holder of Series 7 and 63 securities licenses.

• Created organization's mission and vision statements for use by employees.
• Secured sufficient funds to cover business obligations by tracking expenses and budgeting accurately.
• Defined company roles and responsibilities to establish and enhance processes.
• Prepared annual budgets with controls to prevent overages.
• Managed financial, operational and human resources to optimize business performance.
• Monitored key business risks and established risk management procedures.
• Maintained P&L and shouldered corporate fiscal responsibility.

• Assessed employee performance and developed improvement plans.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
• Examined customer loan applications for loan approvals and denials.
• Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
• Consulted customers to boost product sales and services.
• Generated financial and operational reports to assist management with business strategy.