Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
Software
Languages
Interests

THOMAS F. CABARLE

Life Insurance Professional
Long Valley,NJ
"You can get everything you want out of life if you help enough people get everything they want out of life."
Zig Ziglar

Summary

Experienced wholesaler with a passion for revitalizing inactive advisors and leveraging a unique perspective to forge new relationships. Strategize concepts to drive sales volume and maximize business profits while demonstrating outstanding product knowledge. Bridge multiple disciplines to bring a well-rounded approach to work. Results-driven leader dedicated to providing high-quality advice and guidance to advisors. Proven ability to identify customer needs, resolve conflicts, and build strong relationships. Excellent problem-solving, communication, and interpersonal skills to effectively navigate challenges.

Overview

30
30
years of professional experience
1
1

LTC Certification

1
1

Series 6 and 63

Work History

Advisor Development Consultant

InsurMark/Simplicity
08.2023 - Current
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
  • Advised clients on risk management strategies to protect assets against market volatility.
  • Conducted cold- calls to prospect external lead sources and advance sales process.
  • Helped meet changing demands by recommending improvements to business systems or procedures.

Personal Production

First Source Financial
04.2019 - 07.2023
  • Establish and maintain relationships with prospective clients utilizing phone calls, unsolicited emails, and LinkedIn
  • Cross-sell to existing clients and harvest referrals to qualified prospects
  • Run all aspects of the business including, but not limited to, marketing and case management

Director of Agency Development

Owr Opinion Inc
07.2015 - 04.2019
  • Perform point of sale as well as telephone support to accountants registered with H.D
  • Vest and their clients
  • Also provided similar support to independent advisers who were previously inactive or non-productive
  • Territory covers parts of NJ, RI, MA, PA, DE, and MD
  • Primarily focused on supplemental retirement planning, long-term care planning, disability income planning, and planning strategies for business owners
  • Regularly perform policy reviews
  • Achieved approximately $200,000 in target premium in 2016 and $250,000 in 2017 by re-engaging inherited advisers and systematically gaining trust through education with H.D
  • Vest representatives
  • Implemented customized marketing strategies geared towards adviser's client base

Senior Sales Director

Independent Life Brokerage
05.2013 - 07.2015
  • Primary contact in office for top 10% of advisers, who represented 70% of total production
  • Responsible for producer recruitment and brought on top tier producers to agency
  • Trained all incoming sales team members
  • Responsible for providing point of sale support as requested
  • Planned and coordinated client relationship seminars to promote growth, resulting in expansion of clientele base by 60%

Vice President Marketing

Highland Capital Brokerage
08.2009 - 05.2013
  • Responsible for all sales and marketing materials produced and distributed to our 200+ producers and used by our Sales Vice Presidents
  • Responsible for supporting the sophisticated adviser members who regularly generated in excess of $125,000 of target premium annually
  • Managed all aspects of sales and marketing meetings both on and off-site
  • Served in an advanced sales design role allowing me to create product solutions for producers
  • Supervised a team of two internal support people
  • Analyzed marketing campaigns using key metrics and performance indicators
  • Ensured that team members professionally and efficiently addressed client inquiries

Associate General Agent

Associated Life Brokerage
04.2007 - 08.2009
  • Recruited brokers to agency, and subsequently provided field underwriting, case design, product and carrier solutions, and point of sale support as required
  • Assigned as product specialist and advanced marketing resource
  • Qualified in 2008 for prestigious Sales Leader of the Year award reserved for top 20% of Associate General Agents across the country
  • Did so in shorter period of time than any previous new hire nationally
  • Placed over $750,000 of target premium in 2008

Education

Bachelor of Arts - Public Administration

York College of Pennsylvania, York, PA

Skills

  • Strong Business Acumen
  • Sales Campaign Execution
  • Creative Solution Delivery
  • Internal/External Wholesaling
  • Prospecting and Networking
  • Training and mentoring
  • Teamwork and Collaboration
  • Problem-Solving
  • Presentations and public speaking
  • Relationship Building

Certification

  • Life, Health, and LTC license
  • Series 6 and 63 Registrations
  • Corporation for LTC designation

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Advisor Development Consultant - InsurMark/Simplicity
08.2023 - Current
Personal Production - First Source Financial
04.2019 - 07.2023
Director of Agency Development - Owr Opinion Inc
07.2015 - 04.2019
Senior Sales Director - Independent Life Brokerage
05.2013 - 07.2015
Vice President Marketing - Highland Capital Brokerage
08.2009 - 05.2013
Associate General Agent - Associated Life Brokerage
04.2007 - 08.2009
York College of Pennsylvania - Bachelor of Arts, Public Administration

Software

Outlook

Word

Google

Some Excel

Some PowerPoint

SalesForce

Languages

English
Native or Bilingual
Spanish
Elementary

Interests

Golfing

Gardening

Cooking

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THOMAS F. CABARLELife Insurance Professional