Etoyi D. George
**** ******* **., ***********, ******* 32304
Contact Number: 850-***-****
Email: *****.*@*****.***
CERTIFICATIONS
•
& LICENSES Series 7
• Series 66
• Life, Health, & Annuities License
SKILLS
•
& KNOWLEDGE Sales Team Management 10 14 Employees
• B2B Sales
• Outside Sales
• Telemarketing
• Cold Calling
• Prospecting
• Learning Systems
• Relationship Building
• Needs Assessment
• New Account Acquisition
• Account Management
• Develop Client Solutions
• Up Selling to existing client base
• Developing Presentation/ Conducting Presentation
• Prepare and Deliver Customer Quotes
• Performance Management
• Communication Skills (Written and Oral)
• Oracle Siebel Client Relationship Manager “CRM”
• Talent Recruiting
EXPERIENCE
Bankers Life and Casualty
Insurance Agent, December 2011/ Present
• Selling Medicare supplements and cross selling Insurance Products.
• Conducting educational seminars.
• Training and developing new agents.
• Conducting sales trainings.
• Telemarketing.
• Establishing new B2B partnerships.
• Leveraging relationship to establish branding in community.
Accomplishments
• Received bonus for achieving 30 applications in 90 days.
• Finished 2nd in company’s Winners Edge Competition.
• Wrote over $50k in commission sales.
AXA Advisors
Financial Consultant, February 2009/ October 2011
• Acted as Consultant to affiliated Directors and decision makers with concern for employee
benefits education and enrollment, company products, product changes, and compliance.
• Leveraged relationships within organizations to generate leads, hosted in office
presentations, and lead off site seminars.
• Sold asset based Life Insurance, Indexed and Variable Annuities.
• Enrolled employees in Retirement Plans.
• Performed Retirement Planning, Retirement Distribution, and Needs based selling.
Accomplishments
• Finished 3rd in Texas Region with most applications written in a calendar year with
113 applications.
• Received company’s highest credential of Retirement Benefits Consultant.
Edward Jones Investment Co.
Investment Advisor, March 2008/ January 2009
• Sold Mutual Funds, Stocks, and Bonds.
• Analyzed Client Financial Portfolios.
• Scheduled and held meetings with both potential and existing clients to capture existing
assets.
• Establish brand identity by harnessing leveraging community relationships.
• Door knocked defined communities to solidify company presence.
All Mortgage Inc.
Vice President/Sales Manager/Originator, January 2003/ February 2009
• Managed team of 8 12 Mortgage Originators/Account Executives.
• Generated company Income Statement and Balance Sheets.
• Took responsibility in product planning and resources across the company.
• Developed relationships with decision making channels within other local businesses.
• Designed and implemented audit controls to meet state and federal regulations.
• Managed audits and investigations by governing body.
• Directed sales trainings.
Accomplishments
• Developed and facilitated new commercial brokerage division.
• Instituted New Account Executive division that increased market presence in new
markets.
• Increased company sales by 35% from 2005 2006.
• Increased company sales and sales revenues by 25% from 2004 2006.
• Developed Irrevocable Trust Home Financing Strategy that netted highest sales
compensation of $19,000.