Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Wayne Studard

Jacksonville,FL

Summary

Highly trained sales executive with a successful track record in management, telemarketing, and outside sales. Licensed as a Life and Health Insurance agent. AHIP Cert # CVTCVHJ2C4 – FL DOFS Insurance License # G020954 - NPN: 20784378. Dynamic Account Executive skilled in building and maintaining strong business relationships with clients and partners by prioritizing their needs. Proven ability to coordinate internal and external resources to streamline workflow. Exceptional multitasking, time management, and ability to thrive under pressure. Firmly believe that integrity is the cornerstone of success.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Medicare Sales Agent

Secure Choices Insurance
10.2024 - Current
  • Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
  • Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
  • Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
  • Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
  • Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
  • Implemented effective cold-calling strategies to generate leads and expand the client base in a highly competitive market.

Sr Mortgage Loan Officer

American Financial Network
09.2023 - 11.2023
  • Tracked daily loan progress, proactively addressing potential issues impacting close date
  • Educated valued customers about mortgage processes and documentation, including first-time homebuyers
  • Analyzed applicant information to determine whether creditworthiness for desired loan program
  • Assisted customers in choosing proper loan program to suit financial needs

Mortgage Loan Originator

Layton Mortgage
09.2022 - 12.2022
  • Specializing in Reverse Mortgages
  • Licensed in Florida, Texas and California

Mortgage Loan Originator

Fairway
04.2021 - 09.2022
  • Licensed in 12 States including: Arizona, California, Colorado, Florida, Georgia, Illinois, Maine, Maryland, New Jersey, Ohio, Tennessee and Texas
  • Closed over 70 Loans from April to December 2021
  • Certified specialist in Reverse Mortgages

Mortgage Loan Originator

Intercontinental Capital Group
10.2020 - 04.2021
  • Licensed in 9 States including: California, Florida, Arizona, Texas, Ohio, New Jersey, Illinois, and Colorado

Territory Manager

Imperial Dade paper
11.2017 - 04.2020
  • More than doubled the business in the St Augustine market, catering primarily to the Restaurant, Hotel and Healthcare Industries selling chemicals, disposable products, kitchen and cleaning equipment
  • Developed short- and long-range strategies for product expansion
  • Advanced revenue and market position, managing current accounts and prospecting for new leads
  • Trained retail staff on products via pre-recorded presentations and special in-person seminars

Director of Operations

JaniKing
01.2013 - 01.2017
  • Managed 90+ Franchise Owners of contract cleaning services while acting as a liaison between them and 600+ customers
  • Commendations in 2015 and 2016 for an average of 99% customer retention
  • Initiated corrective action regarding troubled accounts and inspections
  • Trained new franchise owners and review contracts to screen for potential problems
  • Formulated and sustained strong relationships with franchisees and clients to ensure efficiency in work flow and loyalty

SE Regional Manager

CMI
01.2011 - 01.2012
  • Opened a new territory covering the Southeast and established a warehouse in Jacksonville Fl
  • Focused on Industrial chemical sales opportunities in printing, manufacturing, trucking and Food processing
  • Strengths in account retention, cost control, new account sales and growth, warehouse management and collections
  • Kept up with activities at regional business locations through regular visits and check-ins

Education

Industrial Maintenance Certification -

Coosa Valley Tech
Rome, GA

Associate of Business Administration -

Floyd College
Rome, GA

Skills

  • Closing coordination
  • Loan management
  • Loan product sales
  • Medicare Insurance Sales
  • Scheduling oversight
  • Outside Sales and management
  • Medicare
  • Objection handling
  • Cold calling expertise

Certification

  • Life and Health Insurance License - [State] Department of Insurance.
  • Medicare Certification – Various Providers.

Timeline

Medicare Sales Agent

Secure Choices Insurance
10.2024 - Current

Sr Mortgage Loan Officer

American Financial Network
09.2023 - 11.2023

Mortgage Loan Originator

Layton Mortgage
09.2022 - 12.2022

Mortgage Loan Originator

Fairway
04.2021 - 09.2022

Mortgage Loan Originator

Intercontinental Capital Group
10.2020 - 04.2021

Territory Manager

Imperial Dade paper
11.2017 - 04.2020

Director of Operations

JaniKing
01.2013 - 01.2017

SE Regional Manager

CMI
01.2011 - 01.2012

Associate of Business Administration -

Floyd College

Industrial Maintenance Certification -

Coosa Valley Tech
Wayne Studard