Insurance & Financial Services Sales Consultant

DONOVAN O. GORDON

Tamarac, Florida ***** 754-***-**** **********@*******.***

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Insurance Knowledge

Prospecting Clients

Certificates of deposit

Account documentation

Loan applications

Financial markets

Financial services

Customer relationship building

Account maintenance

Investor relations

Independent/Contracted, Insurance Agent, 01/2010 to Current Independent – Tamarac, FL

Interviewed prospective customers and recorded personal and financial data. Determined client needs and financial situations by listening and scheduling fact-finding appointments. Explained features of policies to customers and helped determine best policies to meet personal needs. Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.

Insurance Agent (Remote), 09/2021 to 12/2021

Sitel – Florida

Worked on projects for United Health Care Medicare Advantage. Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations. Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals. Identified and solicited sales prospects in agency databases. Insurance Agent (Seasonal), 03/2021 to 04/2021

Eagent/MedigapDirect – Fort Lauderdale, FL

Determined client needs and financial situations by listening and scheduling fact-finding appointments. Approached potential clients by using direct marketing mailings and phone contacts. Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.

Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations. Insurance Agent, 10/2020 to 01/2021

WIPRO – FL

Obtained underwriting approval by completing application for coverage. Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.

Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension. Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals. Financial Services Representative, 04/2019 to 09/2020 AAA/ACG – Coral Springs, FL

Worked with clients to develop financial planning strategies and solutions through evaluation of finances. Targeted accounts at senior and executive levels and secured funding for future initiatives. Worked with clients and finance companies to find optimal solutions for financing. Negotiated with finance companies for optimal financing opportunities for clients. AVP business Consultant, 01/2015 to 05/2016

BANK OF AMERICA MERCHANT SERVICE – Coral Springs, FL PROFESSIONAL SUMMARY

SKILLS

WORK HISTORY

Devised processes to boost long-term business success and increase profit levels. Set, enforced and optimized internal policies to maintain responsiveness to demands. Identified key products, services and customers and used data to devise innovative sales and marketing plans enabling dramatic growth.

Developed complete business plans and operational strategies for new and existing business. President, 09/2001 to 12/2010

DYNAMIC MORTGAGE & FINANCE – Tamarac, FL

Reviewed, verified and stipulated required documents as chief underwriter. Hired, trained and managed staff.

Designed and implemented marketing and sales strategies. Contracted as field underwriter for Metroplex Mortgage. Financial Specialist, 06/1999 to 09/2001

WACHOVIA BANK – Coral Springs, FL

Executed financial assurance audits and implemented new control points and metrics to support business changes. Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.

Analyzed client capital structures and plans to determine financial viability and productivity of intended investments. Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.

Berkeley College - White Plains, New York

American Institute of Banking - White Plains, New York Life, Health & Variable Annuities Insurance License NMLS# 1496283 Loan Officer

Notary Public

EDUCATION

CERTIFICATIONS

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