Rob Galloway
Geneseo,IL
Summary
Looking for a new opportunity to challenge myself in the professional world. Extensive experience in sales, management, and running a business. Skilled financial representative with exceptional sales acumen and a customer service-oriented mindset. Dedicated to exceeding targets on a consistent basis while pursuing professional development opportunities that enhance knowledge and abilities. Ready to bring several years' experience to a dynamic position with room for growth.
Overview
22
22
years of professional experience
Work History
FINANCIAL REPRESENTATIVE
COUNTRY Financial
01.2006 - Current
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
- Monitored stock markets daily for changes that could affect customer portfolios.
- Identified and evaluated customer needs for financial products and services.
- Ensured accuracy of all documentation related to client accounts.
- Prepared annual reviews for existing clients regarding their current portfolio performance compared against established benchmarks.
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Coordinated with internal departments such as underwriting, operations, legal affairs, when needed.
- Conducted risk assessments for customers based on their individual circumstances.
- Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field.
- Maintained up-to-date knowledge of industry trends and regulations.
- Assisted clients in understanding complex investment concepts and terminology.
OUTSIDE OPERATIONS MANAGER
TPC Deere Run golf course
01.2003 - 01.2006
- Established key performance indicators for tracking progress within the outside operations team.
- Assessed current processes used by the outside operations team and developed plans for streamlining them where possible.
- Directed special projects assigned by executive management such as implementing new technologies or expanding into new markets.
Education
ba education - Education
st. ambrose university
01.2006
AA - General Studies
BLACK HAWK CC
01.2002
Skills
- Sales
- Customer Service
- Financial Analysis
- Retirement Planning
- Insurance
- CRM Tools
- Communication
- Presentation Skills
- Seminars
- Skype
- Microsoft Office
- Relationship Building
- Portfolio Management
- Windows Programs
- Google Chrome
- Excel
- Sure Payroll
- Paychex
Timeline
FINANCIAL REPRESENTATIVE
COUNTRY Financial
01.2006 - Current
OUTSIDE OPERATIONS MANAGER
TPC Deere Run golf course
01.2003 - 01.2006
ba education - Education
st. ambrose university
AA - General Studies
BLACK HAWK CC