Matt Farmer
Katy,TX
Summary
Creative Professional with impressive track record of improving sales and growing company customer base. Innovative program management, strategic planning and leadership skills. Successful team builder with exceptional communication abilities, relationship-building and problem-solving abilities, paired with a superior work ethic and forward-thinking mentality.
Overview
23
23
years of professional experience
1
1
Certificate
Work History
Financial Advisor
Retirement Planners of America
02.2023 - Current
- Managed $60M+ book of business
- Added $20M+ in Assets since May 2023
- Only advisor in firm in dual roles of closer and service advisor
District Sales Manager-Houston
US LawShield
08.2022 - 02.2023
- Responsible for leading one of most profitable districts in company
- Primary role- hiring and coaching sales associates. Result-added 5 new hires and coached to proficiency in product specifications, sales incentives, and selling techniques
- Added 6 new accounts and won 7 accounts back in 7 months
- Significantly increased customer satisfaction ratings across district
- Delivered regular and effective communication with Regional and Corporate Leadership regarding sales and initiatives
Partner and Financial Services Professional
New York Life Insurance Company
12.2017 - 02.2023
- Qualified for 2018-Executive Council Premier in just six months
- Qualified for 2019-Presidents Council in just six months, set Houston Office record for cases written in first year (258)
- 2019 New Org Case Rate Leader West Central Zone
- 2019-Million Dollar Round Table
- 2020-Promoted to Partner, built brand new sales team. Rose to #31 in company (out of 600+) in just two years
- 2020-Top Rookie Partner in West Central Region
- Participated in several company-wide groups dedicated to systems and performance improvement
Construction Project Manager
Perry Homes
12.2016 - 12.2017
- Oversaw 10-15 home builds simultaneously
- Managed 50+ contractors
- Primary contact for suppliers regarding orders, delivery and quality
- 100% customer satisfaction
- Operated numerous platforms to pay all vendors
Offensive Coordinator, Running Backs Coach, World History Teacher
Alief Elsik High School
04.2016 - 12.2016
- World History Teacher
Run Game Coordinator, Varsity O-Line, Deep Snappers, Health Teacher
Cinco Ranch High School
06.2011 - 04.2016
- Physical Education and Health Teacher
- Honored as a Campus Green Light Teacher
Offensive Coordinator, Varsity O-Line, Special Teams Coordinator, Strength and Conditioning Coordinator, Inclusion Science and Physical Education Teacher
Travis High School
06.2006 - 06.2011
- Inclusion Science and Physical Education Teacher
Varsity OL/TE Coach, Sophomore Head Coach, Deep Snappers, Assistant Track Coach, Special Education Teacher
Westfield High School
06.2004 - 06.2006
- IPC/Health/PE Co-teacher
Offensive Coordinator, Special Teams Coordinator, Strength and Conditioning Coordinator, Head Boys Track Coach, Special Education Teacher
Denver South High School
06.2001 - 02.2004
- Resource Science Teacher
Security Consultant and Venue Manager
Event Security Management
06.2001 - 02.2004
- Oversaw 24 hour and game day security operations at Coors Field (Home of the Colorado Rockies) and Invesco Field (Home of the Denver Broncos)
- Interviewed, hired, trained and managed a permanent staff of 15 employees and game day staff of 200-250
- Managed, scheduled and supervised staff at multiple concert venues throughout the state of Colorado to ensure guest safety
Education
M.Ed. Education Admin -
Lamar University
Beaumont, TX01.2009
B.A. Sport Science - undefined
University of Richmond
Richmond, VA01.1995
Skills
- Wealth Management
- Relationship building and management
- Financial Planning
- Sales expertise
- Team Development
- Coaching and Mentoring
- Leadership Development
Certification
- Series 6, 63 and 65 Finra Designations
- Chartered Retirement Planning Counselor
- TX Insurance License
Timeline
Financial Advisor
Retirement Planners of America
02.2023 - Current
District Sales Manager-Houston
US LawShield
08.2022 - 02.2023
Partner and Financial Services Professional
New York Life Insurance Company
12.2017 - 02.2023
Construction Project Manager
Perry Homes
12.2016 - 12.2017
Offensive Coordinator, Running Backs Coach, World History Teacher
Alief Elsik High School
04.2016 - 12.2016
Run Game Coordinator, Varsity O-Line, Deep Snappers, Health Teacher
Cinco Ranch High School
06.2011 - 04.2016
Offensive Coordinator, Varsity O-Line, Special Teams Coordinator, Strength and Conditioning Coordinator, Inclusion Science and Physical Education Teacher
Travis High School
06.2006 - 06.2011
Varsity OL/TE Coach, Sophomore Head Coach, Deep Snappers, Assistant Track Coach, Special Education Teacher
Westfield High School
06.2004 - 06.2006
Offensive Coordinator, Special Teams Coordinator, Strength and Conditioning Coordinator, Head Boys Track Coach, Special Education Teacher
Denver South High School
06.2001 - 02.2004
Security Consultant and Venue Manager
Event Security Management
06.2001 - 02.2004
M.Ed. Education Admin -
Lamar University
B.A. Sport Science - undefined
University of Richmond
- Series 6, 63 and 65 Finra Designations
- Chartered Retirement Planning Counselor
- TX Insurance License
References
References available upon request
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