Sales Insurance
Resume:
DAVID T. HARE, CFP, CLU
Mason, Ohio 45040
513-***-**** ******@********.***
Summary
Hard-working, detail-oriented sales and financial services leader
delivering strong and sustainable market gains, business development and
operational streamlining in highly competitive corporate environments.
Especially skilled at developing high-growth, high profile sales programs.
Award winning, customer-centered professional. Exceptional verbal and
written communication skills. Known for inspiring trust and confidence in
both clients and management. Sales leader, coach and mentor.
PROFESSIONAL EXPERIENCE
AMERIPRISE FINANCIAL 2008 - 2009
Regional Director of Advice - Sales, Minneapolis, Minnesota
Worked with advisors and their staffs to develop ways to do more planning
with more clients. This was accomplished by identifying opportunities to
improve the engagement of prospects and clients, clarify a deliverable and
manage the financial planning process. Teamed with two Field Vice
Presidents and five other field representatives to deliver value to coached
and non-coached advisors in Ohio, Kentucky and West Virginia. Utilized my
previous experiences to assist with marketing and client acquisition ideas.
. Worked with coached advisors to increase year over year plan count by 33%
and year over year fees by 37%.
. Assisted with improving overall market group results: Initial Clients
with a Plan (IWCP) increased to 27% and renewal rates were 70% (2nd in
country).
. Developed and followed a meeting rotation with coached advisors along
with consistent meeting prep and follow up systems to keep advisors on
track with agreed upon goals.
. Experienced a 6.4% year over year growth with franchised advisors in
market group during challenging market conditions.
. Worked with advisors to identify practice opportunities to obtain
clients, create and deliver financial plans, improve revenues and enhance
practice equity and profitability.
LENOX WEALTH MANAGEMENT 2006 - 2008
Financial Analyst, Cincinnati, Ohio
Trained and mentored financial planning staff in the areas of planning for
high net worth clients. Worked with other advisors to create best customer
experience and meet customer's broad range of investment and financial
planning needs. Collaborated with other professionals to meet client
financial planning needs including estate, trust, tax, investment and
insurance planning. Delegated weekly tasks to team members and trainees.
Maintained quality control and provided analysis feedback. Member of
Investment and Wealth Management committees.
. Slashed financial review preparation time 25% resulting in significant
savings of time and labor costs.
. Streamlined insurance and annuity policy review.
. Drafted innovative training and reference materials.
. Supported Wealth Management teams assigned to Procter & Gamble
executives.
Fifth Third Securities 2005 -
2006
Team Leader, Cincinnati, Ohio
Led insurance and investment plan development in three bank branches.
Instructed branch staff in investment prospect identification and referral
techniques. Conducted extensive client relationship building. Implemented
strong client communications and high levels of service leading to high
client retention, satisfaction and referrals. Cross-sold bank products and
services. Leveraged the expertise of other business specialists to improve
market share and improve client service and retention.
. Opened 77 new investment accounts in less than 1 year.
. Increased market penetration throughout territory.
. Trained a wide range of banking professionals including licensed staff.
. Created highly successful "Women in Investing" seminars for prospective
clients leading to 5 new accounts and $1 million in new assets.
HUNTINGTON INVESTMENT COMPANY 2004 - 2005
Associate Team Leader, Cincinnati, Ohio
Structured insurance and investment sales programs in five branches.
Conducted extensive employee investment and insurance training while
prospecting for new investment clients. Delivered individualized insurance
and investment consultations. Implemented referral and cross-selling
training.
. Expanded total investment relationship base at each branch.
. Opened 85 new investment accounts in less than 1 year.
. Trained 6 newly licensed bankers.
HARE FINANCIAL SERVICES 1995 - 2004
Financial Planner, Cincinnati, Ohio
Launched fee-based financial planning firm in difficult financial market.
Conducted extensive new business development, sales and marketing
initiatives. Prospected for new clients. Prepared individualized
investment plans. Structured life insurance coverage, ensured portfolio
diversification and growth and managed professional relationships.
Mentored new and established agents at Northwestern Mutual.
. Built 450-member client base.
. Delivered investment presentations at professional conferences.
. Named Adjunct Financial Planning Instructor at Xavier University.
. Generated 15% average increase in year-over-year sales 6 years in a row.
. Earned 95% client retention rate.
. Two-time MDRT qualifier.
AWARDS/RECOGNITION
Who's Who of Rising Young American in Business and Society (1993)
New Agent Agency Leader Award - Beshear Agency of Northwestern Mutual
(1995)
Runner-up for the Agency Rookie of the Year - Beshear Agency of
Northwestern Mutual (1997)
Three-time qualifier for the Buckeye Battle - Northwestern Mutual (1995,
1997, 2000)
EDUCATION
University of Findlay (Findlay, Ohio), B.A. - Marketing
UC Irvine Extension (Lake Arrowhead, California) - CFP Residency Program
LICENSES/ADDITIONAL TRAINING
FINRA Series 6,7, 63 & 65 Licenses
Ohio Life, Accident & Health Licenses
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Dale Carnegie Public Speaking
COMMUNITY INVOLVEMENT
Board of Trustees, Welfare Panel-Special Trustee, United Way of Hancock
County (1992-1995)
Board of Directors, American Red Cross, Hancock County Chapter (1991-1995)
Membership Committee Chairman, Findlay Rotary (former)
Presenter of "Social Security Retirement Benefits" at Financial
Independence Day
Youth Baseball Coach in Mason, Ohio (2000-present)
Charter Member of Mason-Deerfield Rotary (1995-2005)
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