Joshua Wilson
Big Clifty,KY
Summary
Hardworking and passionate candidate with strong organizational skills and record of success eagar to secure Senior Director of Advanced Markets position. Ready to help team achieve company goals.
Overview
16
16
years of professional experience
Work History
Estate Planner
Southern Farm Bureau Life Insurance Co.
01.2016 - Current
- Work side by side with agents in 3 districts to plan and achieve weekly, monthly, and annual goals
- Work with management recruit potential agents and improve knowledge of products and increase production among agency force in territory
- Serve KFB members with their estate planning needs, buy/sell agreements, business continuation planning, life insurance, wills/trusts and ensure that agents are serving clients in all facets
- Conduct seminars for potential clients on estate planning and succession planning
- Train agents and agency managers on review process, fact finding, prospecting, appointment scheduling and retention
- Help agents with policy service issues, support, and knowledge of products
- Create and maintain cooperative environment between various departments at SFB and KFB agency force
- Hold record for highest premium and volume as estate planner for Kentucky
- Complete weekly activity reporting and expense reports.
Agent
North Carolina Farm Bureau Insurance
06.2012 - 12.2016
- Solicit and sell new insurance policies that include but not limited to health, life, property, casualty and long-term care
- Establish relationships with realtors, loan officers, and mortgage companies in order to obtain referrals to increase sales
- Perform needs analysis reviews for potential customers
- Conduct annual insurance reviews for existing customers
- Conduct home visits in order to build and maintain customer relations
- Work closely with agency manager, office staff, claims adjuster, and financial institutions to guarantee high quality of service for members
- Extensive use and knowledge of Farm Bureau computer software and databases for daily business.
Agent
Kentucky Farm Bureau Insurance
02.2008 - 10.2011
- Solicit and sell new insurance policies that include but not limited to health, life, property, casualty and long-term care
- Establish relationships with realtors, loan officers, and mortgage companies in order to obtain referrals to increase sales
- Perform needs analysis reviews for potential customers
- Conduct annual insurance reviews for existing customers
- Conduct home visits in order to build and maintain customer relations
- Work closely with agency manager, office staff, claims adjuster, and financial institutions to guarantee high quality of service for members
- Cooperate with Board of Directors to inform members of insurance needs and regulations and assist with community outreach
- Extensive use and knowledge of Farm Bureau computer software and databases for daily business.
Education
Bachelors of Science - Agriculture Business and Economics
Murray State University
Murray, KY12.2003
Associate in Applied Science - Agriculture Business
Wabash Valley Junior College
Mt.Carmel, IL05.2001
Community Leadership
- Hardin County Extension District Board-Secretary
- Hardin County Extension Council-President
- Lincoln Trail Quail Forever Chapter-Secretary
- Hardin County 4-H Shooting Sports Coach
- Leadership Larue
Professional Designations
- Life Underwriter Training Council Fellow Designation (LUTCF)
- Chartered Life Underwriter (CLU)
Awards
- North Carolina & Kentucky Farm Bureau Sales Awards and Achievements
- 4 New Agent of the Year for Southern Farm Bureau
- Rookie of the year
- National Quality Award
- National Multiline Sales Award
- Century Club – 3 time qualifier
- Award of Excellence – 6 time qualifier
- Triple Crown Winner – 3 time qualifier
- Eagles Club – 3 time qualifier
- Spring Challenge – 3 time qualifier
- Round Table Winner – 12 time qualifier
- Winner’s Challenge Winner – 5 time qualifier
- All-Star Winner – 13 time qualifier
- Million Dollar Ring Qualifier - 9 time qualifier
- Olympics Winner – 3 time qualifier
- Sportsman’s Holiday– 4 time qualifier
- Presidents’ Club Winner – 3 time qualifier
- LILI Graduate
- NAIFA Member
References
Upon Request
Timeline
Estate Planner
Southern Farm Bureau Life Insurance Co.
01.2016 - Current
Agent
North Carolina Farm Bureau Insurance
06.2012 - 12.2016
Agent
Kentucky Farm Bureau Insurance
02.2008 - 10.2011
Bachelors of Science - Agriculture Business and Economics
Murray State University
Associate in Applied Science - Agriculture Business
Wabash Valley Junior College
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