Tyler Warren
Aubrey,TX
Summary
Seasoned Sales Manager with seven years of experience identifying market trends, forecasting sales and exceeding sales goals. Adept at recruiting and retaining top talent. Ambitious leader with excellent team management and organizational skills.
Overview
15
15
years of professional experience
Work History
Stock Plan Consultant/Executive Services
Fidelity Investments
Westlake, TX
08.2022 - Current
- Provided consultation to equity compensation participants to identify and maximize stock plan benefits.
- Assisted financial advisors in identifying financial needs for both potential and existing clients, to ensure that goals are being met or exceeded.
- Executed trades with 100% efficiency for Rule 144 filers and 16b insiders.
National Sales Manager
ALB Insurance Marketing LLP
Plano, TX
12.2017 - 08.2022
- Researched and identified potential clients and agents, along with market opportunities, on a continuous basis to maintain sustained revenue growth.
- Implemented a social media marketing platform for company-wide lead programs.
- Delivered sales presentations at national conferences to highlight industry trends, provide additional training, clarify new business goals, and award top sellers.
- Management of a nationwide salesforce averaging $2-3 million in annuity premium monthly.
VP Agency Development
Innovative Financial Group
Wilmington, NC
04.2018 - 01.2020
- Established the internal marketing department through the implementation of agent recruiting systems via social media, telemarketing, direct mail campaigns, and seminars.
- Worked with agency partners to meet sales volume and strategic objective targets consistently, assisting key partners in generating up to $100k in monthly production of new business volume within 9 months.
- Advertised career openings, interviewed and hired applicants, and implemented training and development programs to lead a team of 35 field agents to consistent, on-target performance.
Life & Retirement Field Specialist
Symmetry Financial Group
Amarillo , TX
02.2016 - 02.2018
- Offered policy guidance and management to promote asset protection.
- Averaged $10-15k in monthly life premium, consisting mainly of simplified term products and fully-underwritten Indexed Universal Life.
- Serviced clients in early stages of retirement through 401k and pension rollovers.
Supervising Agent
American Income Life Insurance Company
Amarillo, TX
11.2013 - 01.2016
- Organized and reviewed data and reports to better define company goals and milestones.
- Held interviews, hired and led team of over 15 agents.
- Developed and maintained thorough knowledge of regulatory, departmental and company policies.
- Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
- Followed up with warm leads to drive deals to completion.
Lead QC Inspector
Atlas Roofing LLC
Dallas, TX
03.2011 - 09.2013
- Assessed materials, parts and products for conformance with quality control requirements and production specifications.
- Used specialized tools to take precise measurements of various aspects of samples.
- Met with Insurance adjusters to assess claims on home and auto.
- Developed and implemented best practices for defect prevention and continuous improvement.
Education
Associate of Science -
DCCCD
Dallas, TX04.2012
High School Diploma -
Ranchview High School
Irving, TX05.2009
Skills
- Account retention
- KPI tracking
- Key account management
- Performance improvements
- Product marketing
- Training and coaching
Licensing
- TX Life, Health, Annuity Licenses
- Series 7, Series 63
Timeline
Stock Plan Consultant/Executive Services
Fidelity Investments
08.2022 - Current
VP Agency Development
Innovative Financial Group
04.2018 - 01.2020
National Sales Manager
ALB Insurance Marketing LLP
12.2017 - 08.2022
Life & Retirement Field Specialist
Symmetry Financial Group
02.2016 - 02.2018
Supervising Agent
American Income Life Insurance Company
11.2013 - 01.2016
Lead QC Inspector
Atlas Roofing LLC
03.2011 - 09.2013
Associate of Science -
DCCCD
High School Diploma -
Ranchview High School
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