Mary Yolanda Taylor, M.Ed, NCC

***** ******* **** ****, *******, TX 77044

713-***-**** mobile. Email adbpyb@r.postjobfree.com

Professional Experience

Pre-Planning Advisor-Sales Counselor, SCI-Dignity Memorial (11/13/19-Present) Presenter/Speaker at small group seminars & dinners several times monthly to create urgency in need to pre-plan for final arrangements, and effectively open opportunities for team members to secure appointments on the spot. Consistently create opportunities to speak to small groups in churches, businesses, senior living communities and to families. Meet with prospects and their families to present options, maintain urgency and close sale. Provide periodic training for team members, and mentor new team members to launch successfully. Counselor (Intern) – West Houston Counseling Center (8/2/18 – 11/30/19) Katy, TX Provide counseling service to a broad range of clients. Utilize therapeutic skills and theoretical knowledge with a solution focused approach to help individuals, couples, and groups identify and understand their needs, develop coping skills, set and pursue goals, and address challenges including emotional, social, educational, and career. Incorporate best practice including legal, ethical and multicultural.

National General Agency Director, The Woodlands Financial Group (TWFG), 5/2013 – 7/2018 The Woodlands, TX

Managed, developed and promoted growth in business and relationship with independent insurance agents in 39 states. Spearheaded initiatives for recruiting, training, educating and motivating new agents. Developed and implemented marketing campaigns to drive growth and increase sales with agents. Executed the general agency’s strategy to pursue and acquire new business from the Texas Windstorm Insurance Association’s 2016 Depopulation. Maintained strong relationship with insurance companies represented by the general agency. Organized and moderated sales meetings and web-seminars for appointed agents in various geographic areas. Consistently pursued sales goals while promoting profitability and excellence in service. Hired, trained and coached the general agency’s staff for the various sales and service roles. Farmers Insurance Group: 7/2003 – 4/2013

Territory Manager, 10/2010 – 4/2013, Houston, TX

Developed strong relationship with independent agents, underwriting, claims, and billing support. Trained, educated and motivated agents; spearheaded sales plans with large accounts, and pursued goals accordingly. Analyzed result quarterly and identified trends. Coached agents in understanding clients’ needs and fitting needs with the company’s products. Maximized product distribution strategies, and used the Professional Selling Skills Model in the sales process.

Sr. District Manager, 1/2008 – 9/2010, Albuquerque, NM Managed marketing territories in New Mexico and El Paso, TX. Competently grew premium while developing relationship with independent agents. Developed and pursued territory sales goals; analyzed result quarterly and identified trends. Trained and coached agents in a win-win strategy for presenting the company’s products with a solution focused approach to meeting clients’ needs while achieving sales goals.

Inside Sales Territory Manager, 4/2006 - 12/2007, Houston, TX Prospected for new agents; trained, educated and motivated new agents; daily phone calls to appointed independent agents in the geographic territory; consistently achieved quarterly sales goals.

Captive Agency Manager 7/2003 – 3/2006, Houston, TX Grew new business and maintained high retention; consistently achieved quarterly sales goals. Developed and maintained relationship with referral sources. Maintained good relationship with underwriting, claims, and billing support. Developed and implemented out-bound call campaigns to cross-sell and up-sell coverage. Compiled and moderated sales & service workshops for customer service staff.

Producer, Allsure Insurance Agency, 6/2001 – 6/2003, Houston, TX Grew premium by qualifying and converting leads to new customers, and cross sell consistently to existing clients. Also compiled and moderated sales workshop for the agency’s producers and account managers.

General Manager, Atlantic Insurance Company, Belize; 3/1991 – 3/2001 Managed profitable small insurance company in Belize. Developed annual budget, promoted profitability, executed sales goals and evaluated results, spearheaded marketing strategies, reviewed reinsurance distribution quarterly, reviewed claims results monthly, and moderated monthly meetings of the company’s board of directors. Developed and moderated sales seminars and workshops for insurance agents in various territories. Coached and trained sales representatives, account managers and team leaders to provide outstanding service and achieve goals.

Financial Analyst, Government of Belize, 7/1990 – 2/1991 Provided analytical support to the Department of Finance on various government projects. The Houston Chronicle, Houston, TX; 8/1981 – 6/1990 Newsprint Assistant, 6/88 – 6/90; Telephone Sales 9/84 – 5/88; Admin Assistant 8/81 – 8/84. Professional Association Membership

American Counseling Association (ACA); Houston Licensed Professional Counselors Association; Chi Sigma Iota, Lambda Chi Phi Chapter; Kingwood Chamber of Commerce. Education

Masters Degree, Professional Counseling. Lamar University. 8/2019. Bachelor of Science, Business & Commerce. University of Houston. 12/88. National Certified Counselor: National Certified Counselor Association. 4/2019. Certified Trainer, Speaker, and Coach. The John Maxwell Team. 3/2019. Certified DISC Behavior Analyst, 7/2019.

Certified Business & Life Coach: Life Purpose Institute. 12/2017. Volunteer

2017 – Present: Professional Mentor, Everwise. Mentoring others in career pursuits. 2008 - 2010: Albuquerque, NM. Life Coach for career, health, and relationship. 2002 – 2007: Lakewood Church, Houston, TX. Provided support in the care ministry (Stephen Ministry) including relationship, grief, divorce, life balance, and career. 1995 – 2001: Rotary Club of Belize, president 1999 - 2000. 1996 – 2001: The Belize Chamber of Commerce and Industry, president 1999 - 2000. 1991 – 2001: The Organization of Insurance Companies of Belize, president 1998 - 1999.