Tyler Bethke
Alvarado,TX
Summary
I am currently an Parraplanner seeking career advancement opportunities. I have a long history of leadership and excellence. I am the organizer of a young professionals group on Facebook and was selected as the Team Captain of both my baseball and football teams in high school. On those teams I earned All State status in both sports; I additionally was District MVP, Defensive Player of the Year in baseball, and Receiver of the Year in football. I also earned Academic All State and All State status in band. This lead to me to become a professional trumpeter. I am highly motivated in sales. I was number one in sales in Texas at Cartoys and won a national sales competition at Texas de Brazil. All of this and more would make me an ideal candidate for a position at your company.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Paraplanner
Biltmore Financial
Mansfield , TX
09.2023 - Current
- Reviewed client portfolios regularly to ensure proper asset allocation mix is maintained.
- Analyzed complex data sets to determine the best course of action for clients' investments.
- Drafted financial plans for clients based on their individual needs and goals.
- Met with clients to discuss their financial objectives and develop appropriate action plans.
Insurance Advisor
Mutual Of Omaha
Irving, TX
09.2022 - 08.2023
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Documented detailed records of customer interactions and activities in SalesForce.
- Responded to customer inquiries and problems to promote great service.
- Engaged customers and provided high level of service by carefully explaining details about documents.
Outside Sales Representative
Expedited Logistics
Grapevine, TX
12.2021 - 08.2022
- Conducted site visits to assess needs, demonstrate products and recommend strategic solutions for customer requirements.
- Negotiated prices and set up contracts to finalize sales agreements.
- Generated sales by prospecting, negotiating contracts and closing.
Commercial Manager
Car Toys
Hurst, TX
09.2019 - 11.2021
- Worked with dealerships to update cars for their customer base.
- Handled pickup, delivery and payment from clients.
- Took Care of the entirety of the greater Fort Worth's Commercial needs.
National Trainer
Texas de Brazil
Fort Worth, TX
01.2016 - 06.2018
- Traveled across the U.S. to open new locations and train the new servers about the Texas De Brazil way.
- Opened and Closed the restaurant as a head server.
- Successfully educated and sold guest on our extensive wine list.
Project Manager
Tinsley Builders
Fort Worth, TX
01.2015 - 01.2016
- Created project plans with established timelines, assigned to appropriate teams and managed workflow throughout construction.
- Developed solutions to project risks and issues, meeting quality and timeline goals and objectives.
- Identified needs and coordinated resource allocation to deliver quality standards on time and within budget.
Shift Manager
Chicken Express - Katy
Haltom City, TX
01.2010 - 01.2015
- Managed daily cash intake by counting out registers and tabulating profits.
- Directed and led employees and team members on effective operations, methods and procedures.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Bachelor of Science - Business Management
The University of Texas At Arlington
Arlington, TX2016
Skills
- Insurance Sales Strategy
- Asset Protection Expertise
- Customer Follow-Up
- Cross-Selling and Upselling
Certification
- Life Insurance License
- Health Insurance License
- Annuities License
- Disability Income License
- Long-Term Care License
Timeline
Paraplanner
Biltmore Financial
09.2023 - Current
Insurance Advisor
Mutual Of Omaha
09.2022 - 08.2023
Outside Sales Representative
Expedited Logistics
12.2021 - 08.2022
Commercial Manager
Car Toys
09.2019 - 11.2021
National Trainer
Texas de Brazil
01.2016 - 06.2018
Project Manager
Tinsley Builders
01.2015 - 01.2016
Shift Manager
Chicken Express - Katy
01.2010 - 01.2015
Bachelor of Science - Business Management
The University of Texas At Arlington
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