Experienced Financial Services Leader with Strong Customer Focus
Resume:
Bob
BC
Caylor
Professional Summary
Detail-oriented Financial Professional with over 20 years of experience. Expert in the Financial Services and Insurance industry protocols. Excellent reputation for resolving problems and improving customer satisfaction.
Work History
Independent Insurance Professional
Anderson SC
10/2022 -Present
• Worked closely with current clients and new prospects to help them develop a financial plan to reach their dreams and goals.
• Attended seminars and workshops to increase my skills within the Prudential system.
Western & Southern Life - Agency Manager
Greenville, SC
06/2019 -10/2022
● I interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants
● Managed, trained, and motivated Financial Reps and Staff Managers to continuously improve knowledge and abilities in the Financial Services field.
● Managed 10 team members across 2 departments, resulting in an approximate 80% increase in annual revenue year to year.
● Upheld great standards of leadership for employees, consistently leading by example for best-in-class Financial Services work.
● Directed management meetings to enhance collaboration and maintain culture based on trust and problem-solving.
● Complied with FINRA and Insurance laws and funding requirements at each level of government from local to federal.
● Attended seminars, conferences, and organizational activities to maintain management expertise.
*********.*******@*****.***
Anderson, SC 29625
Website, Portfolio, Profiles
● https://www.linkedin.com/in/bob-
caylor
Skills
● Strategic Planning
● Financial Management
● Hiring and Onboarding
● Management Training
● Team-Building Exercises
● Business Leadership and Forecasting
● Performance Monitoring and
Evaluation
● Deferred Compensation and Defined
Contribution Plans
● Financial Statement Review and Goal
Planning
● Originality and Creativity
Creative Benefit Solutions - Independent Insurance Agent Anderson, SC
01/2019 - 06/2019
● Called potential customers daily to expand customer base
● Determined client needs and financial situations by listening Scheduling fact-finding appointments.
● Explained features and benefits of policies to customers to help. Transamerica Life Insurance Company - Associate Director Greenville, SC
04/2016 - 01/2019
● Managed staff performance by proactively addressing deficiencies and training weaknesses.
● Coached staff on daily performance and conducted evaluations to constructively address concerns
● Established performance goals for employees and provided feedback on methods for reaching those milestones.
● Set aggressive targets for employees to drive company success and strengthen motivation.
● Planned, created, tested, and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
Baltimore Life Co/ Fiacco & Associates - Sales Manager/Partner Greenville, SC
11/2013 - 04/2016
● Identified, hired and trained highly qualified staff by teaching best practices, procedures and sales strategies.
● Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
● Held weekly meetings with Agents to identify techniques to overcome sales obstacles.
● Handled customer relations issues, enabling quick resolution and client satisfaction
Colonial Life - Agency Development Manager
Greenville, SC
10/2011 - 11/2013
● Approved staff hiring, termination, promotions and department transfer. Managed staff performance by
proactively addressing deficiencies and training weaknesses.
● Effectively supervised staff implementing company policies, protocols, work rules and disciplinary action.
● Attended seminars, conferences and organizational activities to maintain management expertise.
● Complied with Insurance laws and funding requirements at each level of government from local to federal.
Certifications
Series 6, 63, 26 and Life & Health License
in SC, GA, TN
Education
Wright State University
Dayton, OH
Associate of Science: Psychology and Business
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