Mark R Brown

• Led, managed and motivated staffs of 15 to 125 associates.
• Provided Detailed Training, pursuit of 5 star ratings
• Prepared budgets, payroll, associate reviews, coaching, motivating of groups of associates.
• Listed and sold residential real estate for 6 years in upscale relocation market in Central Ohio.

• Deliver 15+ lunch/dinner seminar presentations annually to prospective clients, showcasing the use of 3 major positions of money, discussion of risk management, changing balance based on risk assessment, client goals and timeframe. Average closing of 55% of first time attendees.
• Face to Face and/or phone consultation with clients establishing a plan with pros and cons of potential investment strategies and mix to address client's individual needs.
• Participated in ongoing professional development programs to stay current with industry best practices. Currently preparing Series 65 through Kaplan - projected for 8/2024.
• Managing 11.5+ million in Mutual Funds and 8+ million in Fixed-Indexed Annuities of 75+ individual clients and co-managing additional 450 clients with business partner.
• Partnership with 3 area banks assisting their clients with investments. Cleveland State, Waldo State and Bonduel State Banks.

• Conducted client needs analysis to recommend proper life insurance coverage using Term, Universal Life and Whole Life Insurance as well as offering Long Term Care policies.
• Reviewed current coverage, proper beneficiary clauses, adequate funding of Universal Life policies.
• Networked with clients, their extended families and throughout the community to write life insurance.
• Wrote over 500 policies while employed, rookie of the year 2015, agent of the year 2016, among other awards.

Completed corporate training in Chicago followed by placement in agency in Port Washington, WI selling property, casualty and life insurance. Heavy phone sales, while simultaneously serving current client needs. Averaged 30 outgoing calls daily and 10 to 25 incoming calls. Meeting monthly sales goals. of 30 new policies issued. Fostered strong client relationships through consistent communication and positive customer service experiences.