Derek L. McDilda

*** ****** ****, *********, ********* 37664

423-***-****

acxmi2@r.postjobfree.com

Areas of Focus: Finance Banking Insurance

Qualifications Profile

Motivated, analytical, and success-driven professional with extensive experience in finance and operations management; complemented

with strong background in insurance sales. Armed with expertise in overseeing complex business functions toward the achievement of

organizational goals and objectives. Adept at evaluating financial data and providing corrective solutions through sound judgment

and decisions. Effective at establishing and maintaining long-term relationships with diverse individuals and all levels of the

organization.

Areas of Expertise

Budget Development ~ Strategic Planning and Implementation ~ Market Analysis and Assessment

Customer Service and Retention ~ New Product Promotions ~ Administrative Operation

Professional Experience

WMG Financial Advisors Bristol, TN

Broker 2008–Present

Take charge of maintaining and acquiring clients to write securities and life and health insurance products

Consistently generate referrals and create new client basis

Financial Growth & Security Corporation/Lincoln Financial Bristol, TN

President Owner Broker 1998–2008

Oversaw daily business operations, including supervision of all employees and management of book of business

Handled the acquisition of potential client for the securities and life and health insurance products composition

Drove strategic efforts in accumulating referrals and developing new customer condition

Successfully sold securities, mutual funds, and variable insurance products, as well as life and health insurance.

Earlier Career

Life of Virginia Bristol, TN

Career Agent

American General Johnson City, TN

Career Agent

Credentials

National Association of Security Dealers (NASD) Licenses:

Series 6 Investment Company and Variable Contracts Products Representative: State of Florida, Maryland, North and South Carolina,

Tennessee, Virginia, Georgia, and Kentucky

Series 63 Uniform Securities State Law: State of Florida, Maryland, North and South Carolina, Tennessee, Virginia, Georgia, and

Kentucky

Life and Health: State of Florida, Maryland, North Carolina, Tennessee, and Virginia

Professional Development

Leaders Conference Metropolitan Life Insurance Company

Affiliations

President and Board Member, National Association of Insurance and Financial Advisors (NAIFA)

Lifetime Member, Million Dollar Round Table

Lifetime Member, Court of the Table Million Dollar Round Table

Member, Presidents RoundTable Life of Virginia

Awards

Pacific Advisory Council: 2015

Jackson National Life Star Award: 2011–2012

Masters Forum Gold Club Allianz Life Insurance: 2001; 2002

Triple Crown Award Metropolitan Life Insurance Company: 2000

Agent of the Year Runner up Life of Virginia: 1991; 1997

National Quality Award NAIFA: 1991

National Sales Achievement Award NAIFA: 1991

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