Sales Life Insurance

Luis G. Cortez

Driver, Connector & Leader

**** ** ***** *******, **, 78641

Phone 512-***-****

E-mail ***********@*****.***

Experienced Regional Sales Leader with expertise in coaching, consultative sales, business development and quantitative analysis. Passionate about commercial real estate, the client engagement and experience. Seeking position in CRE sales, investments, funding or asset management.

Skills

Coaching, Leadership Development

Consultative Sales and Business Development

Relationship Management and Community Engagement

Presentation and Meeting Facilitator

Quantitative Analysis

Microsoft Office Suite

Work History

2016-09 - 2018-03

Regional Sales Director

Thrivent Financial, Austin, TX

Was responsible for recruitment, selection, hiring, coaching, training, and development of new financial advisors for Central Texas Region.

Met or exceeded all business development, recruiting and hiring goals while coaching and developing new advisors in areas of consultative sales techniques, sales process, product knowledge, client service model, and practice management.

Primary driver of growth of business footprint by adding new church and faith-based organization relationships in addition to increasing products per household and growth in new membership.

Routinely analyzed and processed corporate data to build-out strategic business plans for execution for region and was driver of zone culture with team building exercises, collaboration, and creative fun outings.

Finished ranked in top 10% of all Partners in 2017.

Led 22 advisors producing over $2M in revenues while sourcing, hiring and developing 14 new advisors during m.

Expanded upon and enhanced business relationships with experienced advisors, community partners, and target markets.

2020-01 - 2020-06

Director of Wealth Management

Robnett CPAs & Financial Advisors, Austin, TX

Led and oversaw Wealth Management team and services, from day to day operations, sales, business development, marketing, development, and implementation of short- and long-term firm strategy, and community engagement.

Managed meaningful and synergistic relationships with managing partner and entire staff to create mission alignment between two divisions.

Served as main point of contact for existing and future wealth management clients and perform all financial advisor duties that are client facing to meet or exceed goals and professional expectations.

Led team collaboration to develop and implement process and utilization of systems to build foundation for wealth management team as well as building and management of cost centers budget.

Established and have held team accountable for monthly production referral metrics to meet activity and revenue goals

2009-03 - 2016-09

Senior Financial Advisor & Team Leader

Chisholm Trail Financial, Round Rock, TX

Investment, life insurance and retirement planning entrepreneur who utilizes a comprehensive planning and dedicated sales process to provide services and product recommendations to help clients address their financial needs, goals and objectives.

Highly skilled financial sales professional with ability to simplify complex financial concepts with deep understanding of financial markets and financial products.

Top Producer with multiple recognitions and awards (Million Dollar Round Table, Leaders Conference).

Cultivated and managed high net worth client relationships exceeding customer satisfaction while achieving company goals.

Worked closely with client relationship management team to grow accounts, increase market penetration, and retain client base in addition to leading and mentoring a team of 12 advisors to increase our market share.

2008-05 - 2009-03

Investment Advisor

University Federal Credit Union, Austin, TX

Worked diligently to promote the financial literacy of members while using a consultative approach to help them meet their financial objectives using the financial planning process.

Collaborated with staff, management, and executives to add value to members, synergy with team members while serving as a sales coach and mentor for new account representatives to grow accounts, identify cross sale opportunities and areas for product penetration.

Education

2020-10 - Current

MBA

Texas A&M University - Corpus Christi - Corpus Christi, TX

MIT School of Architecture and Planning Professional Education

Commercial Real Estate Analysis and Investment-Certificate March 2021 completion

2001-08 - 2005-12

BBA: Finance

The University Of Texas At Austin - Austin, TX

Additional Information

Licenses: FINRA Series 7, 63 and 65; CFP Candidate, Texas LHA License. Texas REALTOR, Licensed Texas MLO NMLS #2002984

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