Ryan Andrew Gomez
674 Mountain Rd, West Hartford,CT
Summary
High energy, experienced sales leader and manager with 13+ years in the industry as a successful small business owner, managing day to day operations always maintaining a 90% client retention rate. Strategic problem solver with strong communication skills who is comfortable working independently and collaboratively with all team members to hit sales goals and maintain a positive working environment. Implements plans that meet current and future needs for businesses.
Overview
14
14
years of professional experience
Work History
Financial Professional
Equitable Advisors
12.2021 - Current
- Actively works in the Retirement group benefits k12 403b market
- Utilizes this market as a lead source to drive growth by writing new clients and setting review appointment to cross sell other lines of business
- Specializes in selling fixed, variable, indexed annuities and Life insurance with LTC riders through Equitable and other carriers through our Crump network
- Uses and helps train newer employees on zoom info as a lead source to call potential leads and set appointments
- Partners with other advisors to help work book of business and set reviews to capture more business to drive growth on a team basis
- Sets up retirement planning using companies Assetmap software to develop short and long term retirement goals and needs on a client to client basis
Business Owner
Allstate Insurance Franchise
12.2017 - 12.2021
- Interviewed, trained, and supervised employees
- Managed and operated staff on a daily basis monitoring productivity including target quote volume, follow ups and service calls to hit weekly sales goals
- Quickly adapted to new digital platforms utilized by company and trained staff on new programs and processes
- Promoted business at community events as well as social media platforms
- Resolved issues efficiently and thoroughly to exceed client's satisfaction achieving a 5.0 star rating on Google review
- Grew agency from 81% to 90% retention rate in first year of operation
- Effectively increased new business by $640K (growth rate of 35%) in written premium within first year of business by intensive follow-ups
- Directed strategic business plan becoming top performer by company nationwide maximizing top tier bonus and award trip, "Inner Circle", for 2018
Licensed Sales Producer
Andrew R. Gomez Agency
07.2010 - 11.2017
- Specialized in company products to compare and implement them to best fit current policy holders and new clientele
- Top sales agent who helped grow business by 2 million in new premium within 3 years
- Provided resourceful and detailed communication to all customers, answering questions with integrity and resolving conflicts with high-end customer service
- Consistently maintained business operations at a 90% retention rate
- Co-managed a 6 person team who took agency to highest level, exceeding company sales goals and agency growth for new policies in 2011, 2012, 2013 hitting top tier bonuses and award trips
- Managed sales staff and kept track of there outbound calls and quote volume on a weekly basis along with follow up processes to maintain top growth
Education
Bachelor of Science - BA in Finance With Minor in Political Science
Bryant University
Smithfield, RI05.2010
Associate of Science - Associates in Business Administration
Dean College
Franklin, MA05.2008
Skills
- Ability to design and incorporate successful business plans
- Time management
- Effective communication
- Management, training, and task delegation skill
- Lead Generation
- Client Retention
Timeline
Financial Professional
Equitable Advisors
12.2021 - Current
Business Owner
Allstate Insurance Franchise
12.2017 - 12.2021
Licensed Sales Producer
Andrew R. Gomez Agency
07.2010 - 11.2017
Associate of Science - Associates in Business Administration
Dean College
Bachelor of Science - BA in Finance With Minor in Political Science
Bryant University
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