Landon Acosta
Vero Beach,FL
Summary
Accomplished Insurance Broker with a proven track record at Cygnus Wealth Marketing, closing $4M in investment products annually. Expert in client relations and financial planning, I excel in networking and policy analysis, mentoring over 100 agents nationwide. My approach transforms prospects into loyal clients, significantly enhancing company profitability and customer satisfaction.
Overview
6
6
years of professional experience
Work History
Insurance Broker
Cygnus Wealth Marketing
01.2022 - Current
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Closed on average $4,000,000 of investment products a year. Examples of these products include 401k's, IRA's, Life insurance, Annuities, Trust, as well as assisted in moving over $25,000,000 to accounts under management.
- Managed and recruited over 100 insurance agents and financial planners across the nation teaching them how to expand into different markets as well as teaching them about the investment/insurance products they were selling.
- Calculated quotes and educated potential clients on insurance options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Evaluated accuracy and quality of data entered into agency management system.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
- Mentored 127 entry-level brokers.
Small Business Owner
Bellas Italian Ice
01.2020 - 01.2022
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
- Created financial plans and budgets to optimize resources, track expenses, and ensure profitability.
- Hired trained, and supervised staff to maintain high levels of productivity and customer satisfaction.
Licensed Real Estate Agent
Exp Realty
01.2018 - 01.2020
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Hosted open houses and private showings to showcase properties effectively, ultimately securing offers from interested parties.
- Assisted clients in navigating complex real estate transactions, guiding them through every step of the process.
- Coordinated inspections, appraisals, repairs, and other steps in the transaction process as required by buyer or seller needs for smooth closings.
Education
Active 2-15 Life, Health, And Annuity License
High School Diploma -
Woodlawn High School
Baton Rouge, LA05.2017
Skills
- Proactive team player
- Networking capabilities
- Driven
- Claims Handling
- Sales Presentations
- Policy analysis
- Risk Mitigation
- Skilled negotiator
- Talented salesperson
- Client relations expert
- Financial Planning
- Warm and cold leads development
- Client acquisition expert
- Prospecting skills
- Retirement planning
- Customer follow-up
- Licensed Insurance Agent
- Policy Knowledge
- Life Insurance
- Policy writing
- Relationship Building
- Life Insurance Sales
- Policyholder Communication
Timeline
Insurance Broker
Cygnus Wealth Marketing
01.2022 - Current
Small Business Owner
Bellas Italian Ice
01.2020 - 01.2022
Licensed Real Estate Agent
Exp Realty
01.2018 - 01.2020
Active 2-15 Life, Health, And Annuity License
High School Diploma -
Woodlawn High School