Real Estate Social Media

Dustin Donate

*******.**@*****.*** 949-***-**** Orange County, California

www.linkedin.com/in/dustin-donate-533b6815

Summary

Highly seasoned Financial professional with 15+ of experience in Investments, Insurance and Real Estate fundamentals and a broad portfolio of financial products and services. Proven track record of exceeding sales targets and building long-term, successful relationships with clients. Strong leadership skills and ability to effectively manage and mentor sales teams. Professional Experience

Financial Service Professional

New York Life Insurance April 2008 - Current

• Present professional solutions of financial products and services that can best meet client needs through strong product knowledge and excellent communication skills, generating more than $5 million in annual revenue and resulting in numerous recognitions as a member of the Million Dollar Round Table (MDRT)

• Develop online and off-line marketing plans through social media, Google ads, events, and highly involving organizations and communities to expand business territory

• Provide high quality customer service efficiently and effectively to maintain excellent client relationships with great retention rate and get client-based referrals

• Mentored 25 new team members leveraging significant career experience and success to help associates achieve their career goals

• Manage internal office, including recruiting, budgeting, and operating to develop overall efficiency office operation increasing revenue yearly Loan Consultant

NRPI July 2005-December 2007

• Self-generated leads to originate Purchase and Refinance mortgage loans

• Evaluated credit worthiness by reviewing loan applications and documentation within specified limits

• Interviewed applicants to determine financial eligibility and feasibility of granting loans

• Assessed customer needs, explore all options and introduce different types of loans

• Supervised team work and achieved company goals

Education

Foothill College Los Altos Hills, CA

Skills/Licenses/Certificates

• Sales, Management, Communication, Self-motivation, Insurance, Financial Planning, Investment, Salesforce, Word, Excel, PowerPoint

• Up-to-date licenses of Series 6, Life & Health, Disability, Long Term Care, and Annuity

• Numerous recognitions as MDRT member and Counsel member

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