Michael Vogt
DeLand,FL
Summary
Licensed Life Insurance Agent with extensive experience at New York Life, excelling in retirement planning and needs-based assessments. Proven track record of cultivating client relationships and delivering tailored financial solutions. Skilled in budgeting and financial planning, with a strong ability to analyze and meet clients' financial goals effectively.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Licensed Life Insurance Agent
Family First Life
01.2025 - Current
- Explained advantages, features, and disadvantages of various policies to clients.
- Provided coverage option information to assist clients in protecting assets.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Established Senior Sales Advisor
New York Life & NYLIFE Securities
03.2023 - 01.2025
- Identified new business opportunities through networking, marketing and community relationship building.
- Monitored market trends and informed clients of opportunities to improve financial situation and meet financial goals.
- Analyzed member's current and future financial needs, producing beneficial product recommendations.
Partner
New York Life Insurance Co
08.2020 - 03.2023
- Hired, trained and developed a team of financial service agents.
- Conducted weekly, monthly and annual meetings to track team progress and discuss best practices in the financial services field.
- Assisted agents with client meetings and financial planning
- Acquired my Series 7 License
Life Insurance Agent
New York Life Insurance Co
06.2018 - 08.2020
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Obtained my 2-15 license as well as my Series 63 and Series 6 securities licenses.
- Got promoted to management after 2 years in the field as an agent
Teacher /Head Varsity Football Coach
North Moore High School
06.2013 - 06.2018
- Taught in various roles during my 5 years at North Moore. I spent time teaching in the special education department as well as the physical education department.
- Adapted teaching methods and materials to meet students' varying needs in special ed.
- Took over a football program in the midst of the longest losing streak in the state of North Carolina having 33 games in a row.
- We made the playoffs 4 out of 5 years and went 3 consecutive seasons of winning 6 or more games, the first time that had been done in two decades.
Teacher /Head Varsity Football Coach
Orange City University High School
06.2010 - 01.2013
- I spent all 3 years at University in the ESE department as a consultation teacher.
- Collaborated with teachers and students to create and achieve IEP goals and objectives.
- Met with students individually to monitor progress towards goals
- Led the football team from its inception and built a strong foundation improving our record every year from 2 wins, to 3 wins to 5 wins.
Teacher /Assistant Varsity Football Coach
Deltona High School
08.2007 - 06.2009
- As a Physical Education teacher I taught everything from personal fitness/health to team sports to weightlifting.
- Assistant coach on the 2008 varsity football team that won 8 games, the most in a single season in school history at that time
Education
Bachelor of Science - Physical Education
University of Central Florida
Orlando, FL08-2007
Skills
- Retirement planning assessments
- Needs based assessments
- Budgeting spreadsheets
- Financial planning
- 2-15 Life and Health License
- Series 6, Series 7, Series 63 investment securities licenses
Certification
- 2-15 Life and Health Insurance License
- Series 6, Series 7, Series 63 Investments Securities Licenses
Timeline
Licensed Life Insurance Agent
Family First Life
01.2025 - Current
Established Senior Sales Advisor
New York Life & NYLIFE Securities
03.2023 - 01.2025
Partner
New York Life Insurance Co
08.2020 - 03.2023
Life Insurance Agent
New York Life Insurance Co
06.2018 - 08.2020
Teacher /Head Varsity Football Coach
North Moore High School
06.2013 - 06.2018
Teacher /Head Varsity Football Coach
Orange City University High School
06.2010 - 01.2013
Teacher /Assistant Varsity Football Coach
Deltona High School
08.2007 - 06.2009
Bachelor of Science - Physical Education
University of Central Florida