Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Scott Somma

Pittsburgh,PA

Summary

Experienced Managing Partner focused on improving our national presence. Entrepreneurial and hardworking mindset. Dedicated to expanding operations, delivering practical solutions and capitalizing on market trends. Growth of the company on a national level by adding advisor and employee count to the firm.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Managing Partner

Affinity Insurance Partners
07.2017 - Current
  • Established and implemented business procedures and process improvements.
  • Analyzed and presented financial standings and cost effectiveness to other partners and investors.
  • Grow companies overall revenue through personal client book of business. Individually responsible for $750k+ of target premium year over year. This year on track to do $4M+ in target premium.
  • Product distribution - growth of down line agent and advisor count. Currently at 30+ advisors around the country and rapidly expanding.
  • Mentor/coach new advisors who are unfamiliar with insurance products
  • Grow companies overall revenue through overrides of down line agents


Advisor

Citizens Bank
05.2013 - 07.2017
  • Built and maintained relationships with clients to provide ongoing support.
  • Build a book of financial advisory and insurance clients with the banks deposit holds, plus self sourced business
  • Increased the downtown, and surrounding area, revenue to 300%+ of prior performance.

Education

Associate of Arts -

Oakland Community College
Bloomfield Hills, MI

Skills

  • Estate Planning
  • Business Development
  • Financial Planning
  • Business Succession facilitation
  • Industry Networking
  • Business Partnership Development
  • Revenue Growth

Certification

  • Insurance License
  • Series 6 and 63

Timeline

Managing Partner

Affinity Insurance Partners
07.2017 - Current

Advisor

Citizens Bank
05.2013 - 07.2017

Associate of Arts -

Oakland Community College

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Scott Somma