Field Training Agent, Organizational Development

Daniel R. Langfield

******.*********@******.*** • 720-***-****

LinkedIn • Arvada, CO

Dynamic professional with 15+ years of robust history of fostering client growth and navigating financial landscapes through personalized strategies. Excels in relationship-building and client servicing, with proven track record in surpassing sales targets and mentoring new talent within financial sector. Holds a keen understanding of market trends and regulatory changes. Employs diligent, positive approach and exceptional organizational skills to enhance client experiences and achieve organizational objectives. Committed to leveraging people skills and benevolence to drive results and foster trust in program manager roles in diverse industries.

Areas of Expertise

● Program Manager

● Regulatory Compliance

● Sales and Sales Training

● Staff Management

● Market Trend Analysis

● Client Relationship Management

● Customer Service Excellence

● Insurance Product Knowledge

● Financial Strategy Development

Professional Experience

Wealth Strategies

Financial Representative

Jan 2023 — Jul 2024

Oversee development and maintenance of professional relationships to provide tailored financial strategies for individuals, families, and businesses, ensuring goals of financial protection and growth are met. Collaborate with experienced professionals to identify and offer optimal financial products and services. Conduct in-depth client needs assessments to recommend personalized insurance and financial solutions. Maintain strong understanding of market trends and regulatory changes to advise clients effectively.

Participated in 'Ride to End Alz' fundraiser, contributing to $500 donation.

USHEALTH Advisors

Field Agent Career Agent Field Training Agent

Sep 2016 — Dec 2022

Oversaw recruitment, interviewing, and training of new agents, driving team growth and performance. Mentored and guided up to five agents simultaneously, fostering collaborative, results-focused environment. Played key role in developing sales strategies and enhancing agent skills to meet company objectives.

Generated over $1.1M in annual volume of premium sales through strategic client engagement and personalized insurance solutions.

Achieved rapid promotion to Field Training Agent, recognizing proficiency in sales and leadership.

Instrumental in recruiting and developing new talent, leading to expansion of sales force.

Home Advisor

Inside Sales & Customer Service

Dec 2014 — Sep 2016

Engaged in proactive outreach to contractors, promoting digital marketplace services and securing commitments for marketing page enhancements. Executed cold calls to identify potential clients, presenting tailored solutions that align with their business needs. Addressed inquiries and concerns from contractors, offering exceptional customer service and upselling advanced features to optimize their online presence. Managed client relationships, ensuring satisfaction and fostering long-term partnerships.

Sold 8 memberships, expanding client base and increasing market penetration.

Sierra Forest Products

Assistant Warehouse Manager

Jan 2014 — Oct 2014

Orchestrated warehouse operations for leading North American distributor of hardwood lumber and related products, optimizing space to accommodate growing inventory demands. Spearheaded reorganization of warehouse inventory, enhancing efficiency of packing large items and streamlining workflow. Developed strategies for inventory placement that maximized storage capabilities and facilitated quick access to high-volume products. Maintained focus on safety and compliance, ensuring adherence to industry standards and regulations. Collaborated with cross-departmental teams to ensure seamless integration of warehouse activities with broader business objectives.

Reorganized warehouse layout, increasing operational efficiency and improving packing process for large items.

Additional Experience

Freelance Handyman & Yard Work, Self-Employed

Program Assistant, YMCA of Boulder Valley

Teller & Loan Officer, Canvas Credit Union

Participant, Outward Bound Wilderness Educators Leadership Course

Door to Door Sales, Quill Office Supplies

Youth Treatment Counselor, Tennyson Center for Children

Education

Bachelor of Arts in Psychology, GPA 3.1948

Loras College

Master of Arts in Industrial Organizational Psychology

Argosy University, 1 Semester

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