Barney T. Chan

510-***-**** acvtxi@r.postjobfree.com

PROFESSIONAL SUMMARY

Highly experienced Family Service Counselor, Financial Advisor, Sales and Management professional exploring new opportunities.

Senior level organizational, planning and relationship building skills to increase company sales revenue and customer retention. Will successfully lead and direct team/group to achieve maximum results and employee satisfaction for your business.

Excellent leadership skills to direct and motivate others, relationship building skills to form consensus and unity in any group dynamic, and listening skills to determine customer needs and concerns.

Strong planning and development skills to create and implement systems and solutions. Detail oriented.

Extensive training background to teach and mentor others of all ages.

Proficient with technology and Microsoft office suite (Word, Excel, Power Point, Outlook).

EXPERIENCE

Family Service Counselor, Catholic Funeral & Cemetery Services Mar 2015 to Apr 2016

Family Service Counselor, Skylawn Memorial Park Feb 2014 to Mar 2015

Successfully sell pre-need funeral plans and cemetery property to individuals and families. Arrange and counsel families for cemetery services time of death. Negotiate, create, and administer contracts for families.

President/Financial Advisor, BC Senior Solutions Jul 2000 to Feb 2014

Successfully facilitate retirement dollars conversion from at risk to safety, security, and guarantees using safe money solutions. Use Consultative selling and listening skills to place clients with appropriate fixed index annuities, long term care, life insurance, and linked benefits. Develop long term customer relationships by becoming trusted advisor and resource. Accomplishments: Opened over 100 new accounts with over $10 million in premium.

Territory Sales Manager, California State Automobile Assn Sept 1998 to Jun 2000

Successfully manage 12 sales representatives in territory office, helping them reach individual goals within the territory sales goal requirements. Recruit, Train, Coach, and Mentor new sales representatives. Enhance sales delivery by creating new marketing campaign for representatives. Increase by 100% community presence and create opportunities for pro-active engagement with community. Create and teach sales training module used in corporate training for new sales representatives. Accomplishments: Hired three new sales representatives, met annual sales premium goal.

Barney T. Chan

510-***-**** acvtxi@r.postjobfree.com

Investment Representative, Edward Jones Sept 1996 to Sept 1998

Successfully open branch office for Edward Jones through prospecting and community marketing. Place clients in appropriate investments (stocks, bonds, mutual funds) while creating long-term customer relationships. Counsel clients on investments, helping them establish goals and risk tolerances to bring peace of mind. Accomplishments: Sales growth of 20% from initial year. Recruited, trained, and supervised 1 branch office assistant.

Account Agent, Allstate Insurance Oct 1983 to May 1996

Successfully grew and managed over 1200 profitable accounts. Create and grew a very profitable office for company. Open branch office in new area. Recruit, train, and supervise 1 office assistant. Developed, marketed, and sold Allstate on first use of agent co-op yellow page ad that is now used all over United States. Integrated agent service for claim reporting by creating form that is filled out at agency and faxed to claim office for processing. Accomplishments: Exceed company goals with an 88% renewal rate and loss ratio at 27%.

EDUCATION

BS Management, Golden Gate University Graduated June 1982

INSURANCE LICENSE

California Life & Health License #061****-**** - Present

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