Bob

BC

Caylor

Professional Summary

Detail-oriented Financial Professional with over 20 years of experience. Expert in the Financial Services and Insurance industry protocols. Excellent reputation for resolving problems and improving customer satisfaction.

Work History

Prudential Life- Financial Professional

Anderson SC

10/2022-Present

• Worked closely with current clients and new prospects to help them develop a financial plan to reach their dreams and goals.

• Attended seminars and workshops to increase my skills within the Prudential system.

Western & Southern Life - Agency Manager

Greenville, SC

06/2019 -10/2022

● Attended seminars, conferences, and organizational activities to maintain management expertise.

● Complied with FINRA and Insurance laws and funding requirements at each level of government from local to federal.

● Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving.

● Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants.

● Managed, trained, and motivated Financial Reps and Staff Managers to continuously improve knowledge and abilities in the Financial Services field.

● Upheld great standards of leadership for employees, consistently leading by example for best-in-class Financial Services work.

● Managed 10 team members across 2 departments, resulting in an approximate 80% increase in annual revenue year to year. ad1zrh@r.postjobfree.com

864-***-****

Anderson, SC 29625

Website, Portfolio, Profiles

● https://www.linkedin.com/in/bob-

caylor-4aa8b314

Skills

● Strategic Planning

● Financial Management

● Team-Building Exercises

● Business Leadership and Forecasting

● Performance Monitoring and

Evaluation

● Deferred Compensation and Defined

Contribution Plans

● Financial Statement Review and Goal

Planning

● Originality and Creativity

Creative Benefit Solutions - Independent Insurance Agent Anderson, SC

01/2019 - 06/2019

● Called potential customers daily to expand customer base.

● Determined client needs and financial situations by listening to and scheduling fact-finding appointments.

● Explained features and benefits of policies to customers to help. Transamerica Life Insurance Company - Associate Director Greenville, SC

04/2016 - 01/2019

● Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.

● Established performance goals for employees and provided feedback on methods for reaching those milestones.

● Set aggressive targets for employees to drive company success and strengthen motivation.

● Planned, created, tested, and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.

● Coached staff on daily performance and conducted evaluations to constructively address concerns.

Baltimore Life Co/ Fiacco & Associates - Sales Manager/Partner Greenville, SC

11/2013 - 04/2016

● Handled customer relations issues, enabling quick resolution and client satisfaction.

● Held weekly meetings with Agents to identify techniques to overcome sales obstacles.

● Coached employees in successful selling methods and encouraged cross-selling to drive revenue.

● Identified, hired and trained highly qualified staff by teaching best practices, procedures and sales strategies.

Colonial Life - Agency Development Manager

Greenville, SC

10/2011 - 11/2013

● Attended seminars, conferences and organizational activities to maintain management expertise.

● Approved staff hiring, termination, promotions and department transfers.

● Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.

● Complied with Insurance laws and funding requirements at each level of government from local to federal.

● Effectively supervised staff implementing company policies, protocols, work rules and disciplinary action.

Certifications

Series 6, 63, 26 and Life & Health License

in SC, GA, TN

Education

Wright State University

Dayton, OH

Associate of Science: Psychology and

Business

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