Summary
Overview
Work History
Education
Skills
Accomplishments
Military Service
Community Involvement
Timeline
Generic

Travis Dobbs

Pinson,AL

Summary

Find a position that incorporates my previous career experience to benefit a company or team. Strengths include sales to individuals, retail operations or corporations. Positions would include business development, benefits coordinator, territorial manager, in-house trainer and team management.

Overview

26
26
years of professional experience

Work History

Assembly Team Leader

Lakeshore Learning Store
, AL
05.2021 - Current
  • Followed blueprints, diagrams, assembled products.
  • Communicated effectively with dispatch regarding delivery progress.
  • Coordinated efforts between multiple contractors working on the same site.
  • Monitored daily operations of the onsite team to ensure safety and efficiency.
  • Unloaded trucks and removed physical debris.

Insurance and Benefits Consultant

ClearView Financial
01.2016 - 05.2021
  • Consult with Independent Insurance agents and financial advisors to construct personal finance portfolios
  • Develop, enroll and process group benefit plans with small to medium size businesses
  • Set up, maintain and review various retirement plans.

Outside Sales Rep

Southern Insurance Underwriters
01.2013 - 01.2016
  • Responsible for developing and growing market share with independent agents across AL + Panhandle
  • Activities included agency visits, frequent contact with top producers, trade shows, conventions, updating call notes, preparing & presenting reports for home office
  • Production increased consistently for last 24 months.

Owner/President

ClearView Financial
01.1998 - 11.2012
  • Formed a full service financial planning agency focusing on investments, estate and legacy planning
  • Providing guidance and products to individuals, families and small business owners.

Education

Bachelor of Arts - Pre-Law

Auburn University
01-1996

Skills

  • Strong Leadership
  • Workflow Coordination
  • Dependable and Responsible
  • Relationship Building
  • Territory Development
  • Self-Sufficient

Accomplishments

  • Property & Casualty, Life & Health license (not active)
  • Certified Financial Planner - CFP (not active)
  • Investment Series 7, 6, 63, 65 (not active)

Military Service

United States Marine Corps Reserves, Corporal, 1994-2000

Community Involvement

  • Volunteer and organize several Golf charity events around Alabama
  • Rotary International Chapter - Past President, Secretary, Treasurer
  • Auburn Club, Blount County – Former President, Secretary, Treasurer
  • Highlands Church Dream Team member

Timeline

Assembly Team Leader

Lakeshore Learning Store
05.2021 - Current

Insurance and Benefits Consultant

ClearView Financial
01.2016 - 05.2021

Outside Sales Rep

Southern Insurance Underwriters
01.2013 - 01.2016

Owner/President

ClearView Financial
01.1998 - 11.2012

Bachelor of Arts - Pre-Law

Auburn University

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Travis Dobbs