RICKY MCCARTY
Oklahoma City,OK
Summary
Evolving Financial Representative with enormous competitive drive. Over four years of experience in outside sales coupled with a proven track record in meeting and surpassing sales goals. Unwavering passion for establishing and maintaining client relationships. Looking to impact growth and enhance profits for a top tier organization.
Overview
11
11
years of professional experience
Work History
Financial Planner
Northwestern Mutual
Oklahoma City, OK
11.2018 - Current
- Relentlessly generate new business through cold calling strategies, referrals, personal office visits, and networking events
- Perform high impact presentations
- Develop unique prospecting strategies
- Develop/strengthen new and existing relationships
- Regularly achieve both sales and office goals/competitions
- Schedule 20 - 25 meetings per week
- Meet with perspective clients to determine current financial situation and goals looking forward
- Design and tailor personalized financial plans that gets them to where they want to be
Commercial Insurance Producer
INSURICA
Lawton, Oklahoma
03.2017 - 10.2018
- Designed both prospecting and referral strategies
- Achieved sales goals
- Developed new business through cold calling, unannounced office visits, client referrals, and networking events
- Cultivated relationships with insurance underwriters to gain leverage during the underwriting process for our clients
- Performed high level presentations to business owners, C-suite executives, and networking associations
- Conducted weekly meetings with Account Managers
- Strengthened existing client relationships
Financial Representative Intern
Northwestern Mutual
Oklahoma City, OK
01.2016 - 05.2017
- Surpassed specific sales goals and intern benchmarks
- Proactively pursued new business
- Scheduled 10 - 20 meetings every week
- Designed and tailored personalized financial plans
- Performed presentations for prospective clients
- Assisted clients in making strategic and beneficial financial decisions
Collegiate Wrestler
Oklahoma City University
Oklahoma City, OK
08.2013 - 05.2017
- NAIA National Champion
- 3X NAIA All-American
- 4X recipient of The OCU Men's Most Outstanding Wrestler Award
- 3X Nationally recognized #1 ranked wrestler in NAIA
- Top 50 ranked wrestler amongst every division in 2015, 2016, 2017
- Team Captain for three years
Education
Bachelor of Business Administration - Marketing
Oklahoma City University
Oklahoma City, OK12.2017
Skills
- Strong communication skills and verbal acuity
- Strategic Planning
- High-level Presentations
- Excellent self-discipline
- Ambitious / Self-motivated
- Experienced in Relationship Building
- Proven sales track record
- Optimistic / Friendly / Personable
- Innovative Thinking
- New Business Development
Accomplishments
- Number 3 All-time Sales Intern for the Northwestern Mutual Franczyk Network
- Sales Intern of the year 2016
- College Intern Pace-setter Award
- Sales Intern Target-10 and Power-20 Awards
Timeline
Financial Planner
Northwestern Mutual
11.2018 - Current
Commercial Insurance Producer
INSURICA
03.2017 - 10.2018
Financial Representative Intern
Northwestern Mutual
01.2016 - 05.2017
Collegiate Wrestler
Oklahoma City University
08.2013 - 05.2017
Bachelor of Business Administration - Marketing
Oklahoma City University
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