Business Development Customer Service
Resume:
BRIAN WONDRASH
Green Bay, WI
*********@*****.***
Objective: To secure a leadership position with an emphasis on sales and customer service where I can utilize my 30+ years of experience sales force management, and executive level, corporate leadership to benefit your organization.
Work Experience
Class A CDL Driver
Dedicated Logistics, Incorporation-Saint Paul, MN
June 2023 to Present
Drive a semi truck to deliver loads in a timely manner. Retail Sales Leader
AAA Auto club group
July 2021 to December 2023
.Manage insurance, travel agents, staff in 3 locations in Wisconsin 34 employees. 2021 exceeded travel and insurance sales goal and exceeded. Competency expectations to earn a bonus and salary increase. 2022 on pace to exceed all sales and revenue projections. American Family Sales Rep.
American
August 2020 to July 2021
1. Consistently top 10 in sales in a field of over 350 agents. Mentor and teach new sales reps. Agency Sales Director
MET LIFE/MASS MUTUAL
December 2010 to December 2019
• Manage $50 Million in fee based assets while managing 38 advisors, staff and 5 offices
• Responsible for recruiting 12 advisors per year, with a net growth of 8 each year
• Increased revenue from $2.5 million to $4 million in a three-year period CEO
FIRM PRINCIPLE, CUSTOM CONCEPTS FINANCIAL GROUP LLC July 1996 to October 2017
• Began financial services firm that realized $1,000,000 in revenue in 1997; sold in 2004 with $3.8M in revenue.
Worked exclusively in an advisory capacity until 2008 at which time I left the firm and joined Metlife as a Sales Director.
Purchased the firm back in 2011 after it was failing. Reestablished $3,000,000 in sales in 9 months
• Recruited and mentored 32 financial advisors from various backgrounds
• Recognized internationally as a leader in the financial industry. Vice President of Sales
CATHOLIC FAMILY LIFE INSURANCE
October 2004 to January 2008
● Reduced expenses by 50% resulting in higher expectations accomplishing a 100% increase in productivity over 3 years
● Increased Sales volume over 50% by transitioning remaining field force from life insurance to taking a more holistic approach to financial advising the clients
● Member product development committee responsible for the design marketing, pricing and implementation of new life products.
● Trained 100 advisors on Financial Planning concepts
● Prepared Annual budgets
Education
Financial Planning in Planning
THE AMERICAN COLLEGE - Bryn Mawr, PA
August 2000 to June 2004
Skills
• Worked with clients ranging in age from 55 to 80 formulating and implementing their Estate Plans
• Effectively protected and helped clients with over $20 million in assets
• Law Enforcement
• Business Development
• Research
• Relationship Management
• Property Management
• Sales management
• Leadership
• Budgeting
• Forecasting
• Profit & loss
• Direct sales
• Recruiting
• Sales
• Human resources
• Product development
• Business development
• Product demos
• Outside sales
• Salesforce
• Marketing
• Retail sales
• Territory management
• Financial planning
• Presentation skills
• Talent acquisition
• Mentoring
• Sourcing
• Interviewing
• Financial services
• Property management
• Management
• Beverage sales
• English
• Microsoft Office
• Analysis skills
• Computer skills
• Communication skills
• Project management
• Program management
• Wills, trusts, & estate law
• Relationship management
• Negotiation
• Customer acquisition
• Data analysis skills
• Pricing
• Microsoft Word
• Microsoft Excel
• Microsoft Powerpoint
• Team management
• Prospecting
• Inside sales
Certifications and Licenses
FINRA License
Series 65
Series 24
Series 7
Series 6
Series 63
First Aid Certification
CPR Certification
Bartender License
Insurance Producer License
CDL A
Driver's License
May 1987 to May 2026
CDL
Food Handler Certification
Air Brake Endorsement
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