Neil Dyer
Diamond,MO
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic with proven sales/communication skills. Can compliment many teams due to vast experience in financial services, sales, call center, and work at home cultures as well as varied personal interests. Eager to contribute to a dynamic workplace and continue my career and personal growth.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Account Manager
State Farm
Joplin, Missouri
08.2024 - Current
- Fostered a culture of continuous improvement by sharing best practices and lessons learned with the team.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
Life Insurance Agent /Senior Financial Advisor
USAA Insurance
Florence, AZ
09.2010 - 05.2024
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Delivered outstanding customer service, addressing client inquiries and concerns promptly.
- Exceeded company sales goals.
- Greatly improved office operations by revising company processes that have been adopted organization wide.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
Banker/Manager
Chase Bank
Phoenix, Arizona
07.2003 - 08.2010
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Achieved or exceeded personal sales goals on consistent basis.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Bank Manager/Mortgage Loan Escalations
Wells Fargo
San Marcos, California
06.1990 - 04.2003
- Reviewed customer complaints and took appropriate action as needed.
- Monitored staff performance and provided feedback to improve productivity.
- Created and maintained a positive work environment within the branch.
- Performed daily audits of cash drawers, deposits, withdrawals, transfers.
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
Skills
- Insurance sales strategy
- Streamlining processes
- New Agent Training
- Building Relationships
- Needs Assessment
- Strong interpersonal skills
- Financial Planning
- Inbound Phone Call Management
- Call Center Operations
- Sales expertise
- Problem-solving skills
Hobbies/Passions
Travel- Experiencing new places/cultures with a focus on cruise travel
Automobiles- Have owned over 50 vehicles and love finding a great deal
Animals- My dogs add richness to my life
Certification
- Have held series 7 and 24 investment licenses
- Have been licensed for Life/ Health in all 50 states
- Currently have Property & Casualty licenses and Life/ Health licenses in Arkansas, Missouri, Kansas & Oklahoma
Timeline
Account Manager
State Farm
08.2024 - Current
Life Insurance Agent /Senior Financial Advisor
USAA Insurance
09.2010 - 05.2024
Banker/Manager
Chase Bank
07.2003 - 08.2010
Bank Manager/Mortgage Loan Escalations
Wells Fargo
06.1990 - 04.2003