Mary Colvard

As a Licensed Insurance Income Strategist appointed with many top rated carriers, I work with individuals, business owners and state public employees developing a detailed road map to help them achieve their financial goals. Providing insurance service and keenly focused on the financial health of individuals using sound principles, quality of life insurance and annuities and a selection of other proven products. My mission is to help change the savings habits of individuals through best options available. Helping people have more money during retirement than they did while they were working.

• Assisted clients in finding new ways to inspire healthier habits.
• Provided comprehensive, empowering, and professional health coaching programs so members remain motivated to attain personal health and fitness goals.
• Supported implementation of patient health plan, weight loss programs, and personalized fitness and exercise programs.
• Recommended nutrition and fitness modifications to improve overall health of clients.
• Continually improved knowledge, skills and performance based on feedback and self-identified professional developmental needs.
• Gave public talks on importance of health education and specific disease prevention and treatment strategies.
• Coached 6 to 7 clients per day developing health goals and action plans.
• Promoted available resources and connected individuals with services.
• Maintained records of clients' health progress and compared to health goals.
• Provided comprehensive, empowering, and professional health coaching programs so members remain motivated to attain personal health and fitness goals.

• Provided coverage option information to assist clients in protecting assets.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Promoted Allstate products and services using upselling and other sales strategies.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.
• Conducted annual reviews of existing policies to update information.
• Calculated premiums and established payment methods for sales.
• Remained impartial in order to advise clients based on circumstances.
• Identified and solicited sales prospects in agency databases.
• Collected premiums on or before effective date of coverage.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Exceeded corporate quotas for monthly policy sales.
• Managed over 60 customer calls per day.
• Managed on sales side over 100 outbound calls per day.
• Increased sales by 10%.

• Exceeded targets consistently, pursuing multiple prospecting avenues to keep leads and sales high.
• Handled over 100 outbound sales calls per day to connect with cold and warm leads.
• Networked and coordinated with colleagues, media representatives and other professionals to implement multi-channel strategies.
• Recruited, developed and trained teams.
• Created 30, 60 and 90-day business plans to ambitiously pursue continued growth.
• Grew business by generating new referrals and sustaining strong pipelines from existing partners.
• Cultivated strong and successful client relationships by being key point of contact for questions and concerns.
• Passed out informational brochures at businesses to connect with potential customers and increase brand awareness.
• Demonstrated initiative by persistently prospecting, networking and promoting.
• Followed up on leads with friendly, knowledgeable support to turn interested parties into paying customers.

• Used diverse teaching materials and motivational approaches to reduce learning gaps and instruct students.
• Planned and facilitated wellness workshops.
• Led and facilitated groups of 10 to 15 using First Place for Health bible studies and curriculum.
• Aided members to make healthy lifestyle changes.
• Recruited talented expert guest to inspire members.
• Planned and organized First Place for Health National conference.
• Planned and organized wellness days recruiting local practitioners, therapists and fitness experts.

• Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
• Put together realistic budgets based upon costs and fees for successfully operating business.
• Input income and expense details into database to track business finances and address variances.
• Reconciled daily sales, returns and financial reports in QuickBooks.
• Employed prompt decision-making and in-depth research to resolve issues.
• Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
• Put together realistic budgets based upon costs and fees for successfully operating business.
• Evaluated suppliers to maintain cost controls and improve operations.
• Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.