Simon Reyes
Las Vegas,NV
Summary
Strategic and results-oriented business leader with experience in recruiting, training, strategy, planning and operations. Skilled in developing and executing business plans to maximize profitability, streamline operations and maintain compliance with industry regulations. Proven people leader motivates and optimizes team performance and productivity.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Managing Director
Capstone Partners Financial And Insurance Services
07.2018 - Current
- Responsible for overall sales for Southern Nevada
- Recruiting financial advisors and insurance professionals.
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Created and ran our initial training and orientation program for the entire firm nationwide.
- Trained and guided team members to maintain high productivity and performance metrics.
Partner
New York Life & NYLIFE Securities
05.2015 - 07.2018
- Responsible for sales goals of unit
- Recruiting and retention of insurance professionals
- Assisted with training of new agents of the entire firm.
- Mentoring and coaching of all agents in my unit
Regional Sales Coordinator
Aflac
04.2004 - 05.2015
- Responsible for Aflac sales and operations in Southern Nevada.
- Managed a region of 60 plus agents and 7 direct report managers.
- Recruiting voluntary benefit insurance agents.
- Created training program for new agents.
- Created managers training program.
- Implemented marketing strategies and techniques, increasing revenue, and customer satisfaction.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
Education
Bachelor of Arts - International Studies
University of Washington
Seattle, WA06.2003
Skills
- Recruiting
- New Agent Training
- Leadership development and training
- Retirement planning
- Insurance sales and design
- Conflict resolution
Certification
CLF Charter Leadership Fellow
American College of Finance
Timeline
Managing Director
Capstone Partners Financial And Insurance Services
07.2018 - Current
Partner
New York Life & NYLIFE Securities
05.2015 - 07.2018
Regional Sales Coordinator
Aflac
04.2004 - 05.2015
Bachelor of Arts - International Studies
University of Washington
CLF Charter Leadership Fellow
American College of Finance
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