Makist Athelus
Frisco,USA
Summary
Financial services professional with 15 years of experience as Regional Vice President at Primerica, leading a team in delivering life insurance, retirement planning, and investment solutions. Demonstrated success in guiding clients toward financial independence through tailored financial strategies. Previous experience as a licensed Real Estate Broker from 2004 to 2010, providing expertise in property transactions. Committed to client education and empowerment for informed financial decision-making.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
ProtecWise
Frisco, TX
07.2024 - Current
- Managed daily operations and strategic planning for insurance services to drive efficiency.
- Developed and executed marketing strategies, resulting in increased client acquisition.
- Oversaw client relationship management, improving customer satisfaction metrics.
- Trained and mentored staff on insurance products and compliance requirements.
- Educated clients on life insurance products and tailored coverage options.
- Analyzed client needs to recommend appropriate insurance policies.
- Conducted comprehensive policy reviews to ensure clients maintained adequate coverage.
Regional Vice President
Primerica Financial Services
Fort Lauderdale, FL
02.2010 - 07.2024
- Guided clients in investment strategies and tax planning through expert financial services.
- Collaborated with agents to deliver personalized financial advice, boosting client retention by 45%.
- Recruited and mentored financial professionals to achieve performance objectives.
- Analyzed client portfolios, providing insights on regulatory standards and market trends.
- Enhanced client engagement and satisfaction through effective leadership of regional teams.
- Managed recruitment and training processes for new financial representatives.
Real Estate Agent
Total Stop, Inc
Fort Lauderdale, FL
06.2004 - 02.2010
- Guided clients through property transactions, ensuring smooth purchase and sale processes.
- Conducted market research to assess property values and identify trends.
- Prepared and presented property listings utilizing digital marketing tools for enhanced visibility.
- Negotiated contracts while facilitating communication between buyers and sellers.
- Organized open houses to attract potential buyers and showcase properties effectively.
- Collaborated with mortgage lenders and inspectors to streamline client transactions.
Education
Bachelor of Science (B.S.) - Business Management
University of Phoenix
Phoenix01.2023
Skills
- Financial analysis and planning
- Client relationship management
- Investment strategies and advising
- Market trend analysis
- Sales strategy development
- Team leadership
- Insurance product expertise
Certification
Series 6
Series 26
Series 63
Life & Health
Public Notary
Timeline
Insurance Agency Owner
ProtecWise
07.2024 - Current
Regional Vice President
Primerica Financial Services
02.2010 - 07.2024
Real Estate Agent
Total Stop, Inc
06.2004 - 02.2010
Bachelor of Science (B.S.) - Business Management
University of Phoenix
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