Life Insurance Client Relationship

David Christian

***** ** **, ********, ** ***** • 979-***-**** • *************@*****.***

Objective

Driven and results-oriented professional seeking a dynamic role in acquisitions or team management where I can leverage my expertise in finance, leadership, and client relationship management to contribute to organizational growth and success. Open to opportunities that align with my skills and foster career advancement within a progressive and challenging environment.

Education & Certification

Austin College – Sherman, TX August 2019 – May 2023 Bachelors in Finance, Minor in Accounting

Program Highlights: Investment Management, Strategic Management, Tax Accounting, Finance, Intermediate Accounting Career Summary

Supervising Agent

Globe Life Insurance – Houston, TX April 2024 – Present

Promoted from Agent to Supervising Agent within months due to strong performance and leadership capabilities.

Managed and mentored a team of agents, providing training, support, and guidance to meet sales targets and professional development goals.

Developed client relationships by understanding insurance needs and providing tailored policy recommendations.

Conducted performance reviews and implemented strategies to enhance productivity and customer satisfaction. Hay Production Manager

Christian Hay – Danbury, TX May 2018 - Present

- Directed the production and sales of hay, including fertilization, cutting, and baling.

- Developed customer relationships, negotiated sales, managed delivery, and ensured timely payments. Operations Coordinator

Garrett Flying Service – Danbury, TX June 2023 - March 2024

- Managed inventory and procurement of chemicals by maintaining Excel spreadsheets and QuickBooks invoices.

- Collaborated with pilots to coordinate job schedules and ensure accurate application of chemicals based on client requirements and liaised with farmers to confirm job specifications, chemical usage, and application locations.

- Assisted in payroll accuracy by verifying timesheets for all employees. Skills and Qualifications

Leadership & Mentorship: Skilled in supervising and training teams to achieve organizational objectives.

Analytical & Financial Proficiency: Expertise in QuickBooks, Microsoft Excel, and financial planning.

Operational Excellence: Strong ability to manage complex schedules and ensure compliance with operational standards.

Critical Thinking & Problem-Solving: Adaptable and meticulous in overcoming challenges and meeting deadlines.

Work Ethic and Reliability: Excellent presence and capable of performing at high levels with minimal supervision. References available upon request.

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