Nick Kotinek
Tomball,TX
Summary
Results-driven Consultant and Business Strategist with 5+ years of experience in client advisory, business development, and marketing. Proven track record of increasing revenue, improving customer satisfaction, and leading teams to exceed performance targets. Skilled in CRM systems, data analysis, and consultative strategies with a passion for driving growth and delivering value to clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Advisor Consultant
Advisors Point
The Woodlands, Texas
02.2024 - Current
- Conducted client seminars on retirement and annuity strategies, improving financial literacy, and customer trust.
- Researched emerging market trends to advise on investment strategies, strengthening competitive positioning.
- Developed pricing and promotional strategies, resulting in increased client acquisition and revenue growth.
- Trained and mentored junior consultants, raising team performance and knowledge retention.
- Analyzed complex information from multiple sources to identify patterns or trends.
Non-Profit Volunteer
F4Fi
The Woodlands, Texas
02.2024 - Current
- Collaborated with others by contributing time, effort and skills to achieve the organization's goals.
- Created marketing materials and promotional campaigns, expanding outreach and awareness.
- Supported board members in aligning operational initiatives to organizational goals.
Consultant
North American Senior Benefits
Houston, Texas
10.2021 - 02.2024
- Advised clients on tailored policy solutions, achieving a 100% satisfaction rating.
- Generated new business through prospecting and referrals, increasing the client base by 30% within 12 months.
- Prepared forecasts and sales reports to identify growth opportunities, and streamline performance tracking.
- Strengthened long-term client relationships, leading to a 91% client retention rate.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Supervising Agent
American Income Life (Globe Life Inc.)
Houston, Texas
06.2020 - 10.2021
- Exceeded sales goals by developing innovative marketing strategies, and competitive positioning.
- Led a team of agents, conducting daily coaching and mentoring sessions, resulting in higher productivity.
- Maintained 97% customer satisfaction by resolving claims efficiently, and delivering excellent service.
- Contributed feedback to executive leadership to enhance sales strategies and operations.
Education
Some College (No Degree) - Coursework in Accounting
Blinn Community College
College Station, TXHigh School Diploma -
Tomball High School
Tomball, TX06-2015
Skills
Consulting & Analysis
Process Improvement Risk Evaluation Strategic Negotiations
Sales & Marketing
Lead Generation Campaign Strategy Promotions
Client Relations
CRM Management Contract Negotiation Customer Retention
Leadership
Team Training Mentorship Performance Optimization
Data
Business Reporting Market Analysis Forecasting
Certification
- Texas Department of Insurance – Life Insurance License
- Salesforce CRM
References
References available upon request.
Timeline
Advisor Consultant
Advisors Point
02.2024 - Current
Non-Profit Volunteer
F4Fi
02.2024 - Current
Consultant
North American Senior Benefits
10.2021 - 02.2024
Supervising Agent
American Income Life (Globe Life Inc.)
06.2020 - 10.2021
Some College (No Degree) - Coursework in Accounting
Blinn Community College
High School Diploma -
Tomball High School
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