Rene Tamez
Tomball,TX
Summary
Seasoned Insurance and Financial Services Executive with over 30 years of experience in leading distribution organizations and developing sales leaders. Specializes in recruiting and mentoring advisors, increasing market share, and improving productivity. Proficient in agency operations, field leadership, and strategic business development, driving teams to achieve high performance.
Overview
1
1
Certification
28
28
years of professional experience
Work History
Agency Manager
Western and Southern Financial Group
Houston, TX
09.2020 - Current
- Increased policy submissions by 110% through targeted sales coaching, prospecting development, and solution-selling training.
- Drove a 122% increase in sales production through disciplined execution of the Agency System and performance coaching.
- Collaborated with agency partners to consistently achieve sales volume and strategic objective targets, supporting revenue generation in new business.
- Expanded Houston market sales force by recruiting and onboarding 18 Financial Representatives, strengthening local presence over 2 years.
- Mentored a Staff Manager who achieved #1 Producer Staff Manager ranking during the President's Month campaign.
- Developed a Financial Representative who qualified for Leadership Sales Meeting (LSM) honors and Million Dollar Roundtable (MDRT).
- Led branding and community engagement initiatives that boosted visibility and created new prospecting opportunities for client acquisition.
Agency Vice President
One Houston Financial
Houston, TX
09.2019 - 09.2020
- Drove 75% increase in policy submissions through business planning and targeted sales management initiatives.
- Achieved a 118% increase in sales through advisor coaching and client-focused financial planning strategies.
- Built high-performance culture that boosted advisor productivity and enhanced agent profitability.
- Increased advisor staffing by 60% through strategic recruiting and development initiatives, strengthening team capabilities.
Partner
Thrivent Financial
Houston, TX
09.2017 - 09.2019
- Increased multiline sales by 60% by implementing the Thrivent Financial Advice Process and coaching advisors on execution.
- Enhanced advisor performance through structured coaching and leadership development initiatives.
- Provided tailored financial solutions to enhance client satisfaction and engagement.
- Executed marketing strategies that increased brand awareness and engaged target audiences.
- Analyzed marketplace trends to identify growth opportunities and support strategic decision-making.
- Expanded the Houston sales force by 77% through strategic recruiting and talent acquisition efforts.
Field Sales Leader
All/State Insurance
Houston, TX
09.2015 - 11.2017
- Generated more than $4 million in gross revenue while recruiting, developing, and leading 20% of the regional agency sales force.
- Increased multiline sales by 20% through strategic business planning, targeted sales coaching, and effective marketing execution.
- Coached agency owners on sales growth strategies, improving operational performance and leadership skills.
- Implemented performance initiatives that drove growth and met profitability objectives.
Agency Owner (Aug 1998-Aug 2015)
State Farm Insurance
Houston, TX
08.1998 - 08.2015
- Built and managed $5 million agency, overseeing sales, operations, staffing, and client retention to support sustainable business growth.
- Recruited and developed high-performing sales team that consistently exceeded production goals across multiple product lines.
- Increased revenue from Hispanic markets by 40% through targeted community outreach and market development strategies.
- Achieved 125% sales growth through disciplined prospecting, referral generation, and relationship management.
Agency Field Executive (Feb 2008-Feb 2013)
State Farm Insurance
Houston, TX
08.1998 - 02.2013
- Managed $1.6B territory, securing company's #1 national ranking in Auto.
- Recruited and developed 30% of agency salesforce, generating over $6M in gross revenue.
- Attained Exotic Travel qualifier and increased Chairman Circle qualifiers by 75% through coaching, performance management, and leadership development.
Education
Retirement Income Certified Professional (RICP) -
The American College of Financial Services
04-2025
Chartered Financial Consultant (ChFC) -
The American College of Financial Services
11-2021
Chartered Life Underwriter (CLU) -
The American College of Financial Services
03-2012
BBA - Management
Southwest Texas State University
San Marcos, Texas08-1987
Skills
- Financial planning
- Investment strategy
- Wealth Management
- Investment Planning
- Retirement strategies
- Financial consulting
- Financial reporting
- Market analysis
- Risk management strategies
- Tax planning
- Investment product sales
- Client acquisition
- Consultative selling
- Sales performance management
- Sales team management
- Team leadership
- Talent development
- Startup leadership
- Strategic planning
- Market positioning
- Distribution Strategies
- Salesforce CRM
- NetX360 App
- Money Guide Pro
- Advisys
- EMoney Advisor
- Analytical thinking
- Problem resolution
- Communication techniques
- Communication techniques
- Cloud storage solutions
- Succession planning
- Mutual Funds
- Investment product sales
Certification
- Series 6, 7, 26, 51, 63, 65
- Financial Industry Regulatory Agency
- Mar 1999 - Aug 2020
TRAINING
- Enterprise Leadership Development Program
- Crucial Conversations Workshop
- Sandler Sales Training & Development
- Speakeasy "Talk So People Listen"
- The Conference Boards: Gettysburg Leadership Development
- Chicago Booth School of Business: Critical Thinking: Theory & Practice Program
- Situational Leadership Program
- InsideOut Coaching
Languages
English
Professional
Spanish
Professional
Accomplishments
- State Farm Ambassador Travel Award
- State Farm Lone Star Leader Award
- State Farm Mutual Fund Leader Award
- Exotic Travel Qualifier
- Leadership Sales Meeting Qualifier Development
- MDRT Qualifier Development
Timeline
Agency Manager
Western and Southern Financial Group
09.2020 - Current
Agency Vice President
One Houston Financial
09.2019 - 09.2020
Partner
Thrivent Financial
09.2017 - 09.2019
Field Sales Leader
All/State Insurance
09.2015 - 11.2017
Agency Owner (Aug 1998-Aug 2015)
State Farm Insurance
08.1998 - 08.2015
Agency Field Executive (Feb 2008-Feb 2013)
State Farm Insurance
08.1998 - 02.2013
Retirement Income Certified Professional (RICP) -
The American College of Financial Services
Chartered Financial Consultant (ChFC) -
The American College of Financial Services
Chartered Life Underwriter (CLU) -
The American College of Financial Services
BBA - Management
Southwest Texas State University