Stephen Purtle
**** ****** **. *** *. Springdale, AR 72762
870-***-**** *************@*****.***
High Impact Operations, Sales & Business Development Professional : Committed to peak performance, optimal
processes, and organizational profitability. Demonstrated success in exceeding sales goals, increasing productivity as
well as effective account management.
● Account Executive ● Key Account Management ● Service Promotion ● Account Development
● Client Relations ● Revenue Generation ● Contract Negotiation ● Operations Management
Professional Experience
Insurance Agent
State Farm Insurance Company, Rogers, AR 2014-2015
• Elevate client relations by establishing credibility, discerning needs, and providing appropriate coverage
recommendations.
• Call on policyholders to deliver and explain policies, analyze insurance programs, and suggest additions or
changes.
• Calculate premiums and establish payment methods.
• Accomplishments: Established a business plan to meet yearly Life Insurance Sales Goals for the Branch
Sales Team; Exceeded monthly sales goals within first 2 months by 50%.
Mortgage Originator
Simply Home Lending, Fayetteville, AR 2013
• Generated business through establishing relationships with local realtors, referral networks, and members of
the community.
• Researched and educated others with latest loan and mortgage regulations.
• Interviewed prospective clients for credit and financial data analysis.
• Issued credit qualification letters, information relevant parties of credit verifications.
Independent Insurance Agent: Carpenter-Belknap & Associates, Little Rock, AR 2008-2013
Chartwell Financial Group, Little Rock, AR 2008
Mass Mutual Financial Group, Little Rock, AR 2007-2008
• Prospected for new clients, build relationships and partner with established clients on life insurance, long-term
care, and Medicare Supplement needs.
• Developed partnerships with city and county administrations, local businesses and school districts as a
subsidiary representative of Boston Mutual Group Life Insurance Company.
• Counseled prospective clients on insurance features, advantages and disadvantages of various policies to
promote the sale of products and services.
• Accomplishments: Top Producer in producing $10,000/week in premium production; Regional Top Sales
Producer Award.
Mortgage Originator
Simmons First Bank of Northwest Arkansas, Springdale, AR 2006-2007
• Assisted borrowers in determining proper loan programs, completing loan applications and gathering
necessary paperwork, including pay stubs, tax returns and bank statements.
• Implemented production, productivity, quality and customer-service standards; resolved problems identifying
mortgage loan system improvements.
• Attracted new mortgage loan applications by developing relationships within the community; making sales
calls to prospective customers.
Education
Bachelor of Science: Business Administration – Finance
University of Arkansas: Fayetteville, Arkansas