St. Cloud, MN *****
Matthew J. Doke, LUTCF ****.****@*****.***
QUALIFICATIONS
SUMMARY: A risk management skilled results-orientated professional, proficient in lead generation, customer satisfaction, and business expansion. Experienced consultative advisor recognized for exceeding projections, problem resolution, and teamwork.
PROFESSIONAL EXPERIENCE:
DL Manufacturing Sept 2014 – present
Regional Manager
Oversee all sales activity in 9 state territory MN,WI,IL,IA,MO,KS,NE,SD,ND
2015 Rookie of the year Sales
104% of 2015 Goal
Finished 114% of ’16 goal
Increased territory sales 400%
2017 Bookings 1.5mil and counting
Currently 124% of goal
New York Life Insurance Co. 2003 - Sept 2014 Financial Services Professional
Responsible for developing & servicing 1800+ business and individual clients spanning across MN, WI, IA, NE, MI and VA
Finished 9th out of 89 agents in the state of MN in 2013
Primary point of client contact, uses consultative selling style to manage special projects, customize processes, meeting and exceeding expectations
Recognized for $2.4 mil total premium and assets under management of $29.5 mil – 2013
Created a client referral system to foster faster market expansion, persistency rate 97.3%
Customer focused consultant using diverse insurance carriers based on individual solutions
6 time qualifying member of Million Dollar Round Table
9 time New York Life Council Member
Registered Representative with NYLIFE Securities
Anderson Trucking 2002-2003
Regional Account Manager
Recognized as the first person to exceed the 2 mil sales goal for Midwest territory - 2003
Only person to ever make goal in the Midwest territory
Developed both regional and national accounts within territory
Northland Chemical Corporation 1997-2002
Territory Sales Executive
Consistent 100% plus growth for 5 consecutive years within territory
Recognized for growing the MN territory by 1500%
Awarded sales person of the year - 2002
Key developer of sales territories to be taken over by new hires
Trade show representative at vendor and client shows to further sales growth
Number one sales person last 2 years with the company
EDUCATION & TRAINING:
American College, Certified Financial Planner, Course Completion (CFP) - 2013, Final Exam - March 2014
State of MN, Long Term Care Partnership Training – 2013
New York Life, Leaders for Life Qualifier and Attendee – 2011, 2012, 2013
American College, Life Underwriter Training Council Fellow (LUTCF) - 2007
Kaplan University, Series 6 & 63 - 2003
University of Wisconsin-Stout, B.S. Business Administration & Sales/Marketing - 1997
COMMUNITY INVOLVEMENT:
Catholic Charities – Circle of Hope Member – present
Business Networking International, River City Chapter - President – 2011
NAFA, Central MN Chapter - Secretary – 2010