Leonardo Mateus
Land Lakes,FL
Summary
Results-driven financial services leader with over a decade of experience in life, health, Annuities and retirement income solutions. Proven ability to manage and inspire specialist teams to understand client needs, deliver personalized solutions, and achieve performance targets. Skilled in coaching, strategic planning, and fostering a client-first culture that drives satisfaction, retention, and business growth. Recognized for building high-performing teams, aligning solutions with member goals, and ensuring excellence in service delivery. Bilingual in Spanish, with a talent for developing trust and long-term relationships across diverse markets.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Partner
One America Financial
Tampa, Florida
01.2025 - Current
- Represent One America across independent distribution channels, promoting life insurance, annuities, and long-term care (LTC) solutions.
- Work closely with independent advisors to refine case design, confirm product appropriateness, and align life insurance plus fixed, income, variable, and index annuities strategies with clients’ financial goals.
- Directed onboarding and product education efforts for newly contracted producers, promoting smooth integration and thorough knowledge of OneAmerica’s Life Insurance and all types of Annuities offerings.
- Serve as the primary point of contact for escalated service or operational issues related to Life Insurance and Annuities products, coordinating with internal teams for timely resolution.
- Conduct regular business development check-ins and strategic meetings with top producers to identify growth opportunities in life insurance and annuities sales.
- Facilitate joint field presentations and client-facing appointments, supporting advisors with complex or high-net-worth life insurance and annuities cases.
- Track field performance metrics specific to life insurance and annuities, reporting on production trends to regional leadership for strategic planning.
Manager- Recruiter
New York Life
Tampa, Florida
10.2017 - 12.2024
- Led talent acquisition efforts in Orlando (2017–2019) and Tampa (2020–2024), successfully identifying, sourcing, and hiring high-quality candidates with expertise in annuities and life insurance products.
- Attracted, recruited, and onboarded top talent across multiple business functions, managing 15–20 requisitions at a time, including finance, management-level roles, and specialists in annuities and life insurance.
- Directed business development initiatives and provided sales support specifically related to annuities and life insurance products, delivering weekly coaching sessions to enhance product knowledge and sales effectiveness.
- Guided financial professionals specializing in annuities and life insurance toward achieving agreed-upon business and sales objectives.
- Built a collaborative team culture within the General Office, promoting engagement, knowledge sharing, and high performance around annuity and life insurance sales and servicing.
- Designed and implemented targeted learning programs focused on annuities and life insurance product knowledge and sales techniques, aligning with strategic sales goals.
- Fostered a culture of accountability and results through structured learning strategies, including regular accountability meetings focused on annuity and life insurance sales metrics.
- Conducted weekly field observations and demonstration meetings with prospects and existing clients, alongside recruits, emphasizing annuity and life insurance product applications, and client needs.
- Delivered individualized instruction and professional development coaching related to annuity and life insurance sales and servicing to each recruit on a weekly basis.
- Earned Partner of the Year Award for outstanding recruiting and development in 2019 and 2021.
Agent
New York Life
07.2015 - 09.2017
- Build a practice focused on guiding clients in making the right financial decisions for their families
- Protect clients with tailored insurance solutions so they know they are well-prepared with coverage for the future.
- Help clients prosper with investment solutions appropriate for their risk tolerance levels and time frame.
- Identify needs, design strategies, and present solutions based on the client's needs.
- Design Retirement and Business planning
Skills
- Sales Force
- Name Sourcing
- Business Development
- Proven Change Agent
- Sales Manager
- Outside Sales
- Ability to build trust and credibility
- Negotiation
- Team Supervision
- Mentor
- Persuasive communication style
- Coaching and Mentorship
- Time Management
- Strategic Thinking
- Bilingual in Spanish
Leadership Experience
Successfully led a team to exceed sales goals while maintaining excellent customer satisfaction scores.
Languages
Spanish
Native/ Bilingual
Certification
- Life, health and Variable Annuities Insurance License
- SIE
- SERIES 6
- SERIES 63
- SERIES 7
- SERIES 66
References
References available upon request.
Timeline
Partner
One America Financial
01.2025 - Current
Manager- Recruiter
New York Life
10.2017 - 12.2024
Agent
New York Life
07.2015 - 09.2017
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