
Area Manager at Woodmen of the World
Greater Omaha Area

Area Manager at Woodmen of the World
Greater Omaha Area
My motto is Quality over Quantity! By living up to this I am able to assist and guide my clients through their financial plan, while increasing the sales goals for our area.
As an award winning Financial Advisor with a wide range portfolio of products (out-sold second place representative by over 38% and 26% two years ina row), I coninually further my knowledge in the field to provide the best service to my custmers.
Recruiter of financial talent to grow our fast paced sales environment.
Having worked in the insurance and financial industry for over 9 years, I have collected many great resources now available to me in making sure my clients get the best of the best. I always strive to exceed my customers’ expectations, whether these are clients or company internal relationships I have built. I am always looking for the next higher level to accomplish and continue to build my knowledge base.
I specialize in financial planning for young families as well as retirement and estate planning for more affluent clients. Giving the regional German community the opportunity to handle financial affairs in our native language is something I pride myself in, it gives a bigger sense of security and understanding, when all the terms get explained in the native language.
(Non-Profit Organization Management industry)
April 2009 — Present (4 months)
(Non-Profit; Insurance industry)
April 2009 — Present (4 months)
Recruit, Train, and Retain a top sales force!
(Non-Profit; 1001-5000 employees; Financial Services industry)
March 2006 — Present (3 years 5 months)
I currently hold Series 6, 7, 26, 63 licenses and am Life, Health, Accident & Variable Products licensed. This wide variety of licenses gives me the distinct opportunity to serve my clients in all their financial needs. It is my goal to achieve the highest level of service and advice for all my clients and help them achieve their goals in life. This can only be accomplished with a high level of trust and integrity, which I am proud to present.
I have an extensive network of trusted professionals who are at many different levels of expertise. To be able to refer to these great people in times of need has been a great honor and help in achieving my personal and clients' goals.
Working not only in the financial industry, but also representing Woodmen of the World in the life insurance side, I enjoy being the top producer for our marketing area, as well as being in the top 7% nationwide. In always reaching for the next level, it is my plan and goal to be in the top 1% by 2010.
(Non-Profit Organization Management industry)
August 2008 — June 2009 (11 months)
Involve the IFC in projects to bring us to the next level and raise awareness of Iowa's laws, fraternal projects and changes within the state as well as nationwide.
(Non-Profit; Insurance industry)
January 2008 — March 2009 (1 year 3 months)
My exstensive knowledge in the insurance and financial industry gives me an edge in hiring and training new recruits to our fast growing team of financial advisors and field representatives. After successfully signing new recruits it is my responsibility to assist in furthering their career and bring them to the next level.
(Non-Profit; Insurance industry)
2006 — March 2009 (3 years)
Manage camp structure and oversee camp leadership. Provide out of the box ways to increase camp attendance.
(Non-Profit Organization Management industry)
March 2008 — July 2008 (5 months)
Advance the IFC to the next level, by raising awareness, and promoting active membership and involvement with our great organization. Oversee and Manage the structure and operations of the IFC, its mission and values.
(Non-Profit; 51-200 employees; Non-Profit Organization Management industry)
August 2006 — March 2008 (1 year 8 months)
Boldly and proudly proclaim the powerful contributions our member-societies make to improve the quality of life for individuals and communities through the effective use of volunteers and financial resources.
(Financial Services industry)
July 2005 — July 2006 (1 year 1 month)
Led the internal sales team and assisted the two external wholesales WFS employed and bringing awareness and education of financial products to Woodmen of the World's existing and new sales force. After just a few weeks I found myself being the right hand man, not just to my other wholesalers, but I also built up a high level of trust and rapport with the rest of WFS' external sales force. I encouraged them and helped build portfolios for their clients of all walks of life. Whether it was a younger family or a large corporation who was looking for retirement plan alternatives. In doing so I took part in exceeding the company's sales goals during my tenure in this position.
While all these tasks were very vital to the daily operation of this business unit, I felt that continued training is of utmost importance. I therefore utilized the necessary resources and administered the training website to keep the sales force up to date on industry trends, CE requirements and sales concepts.
(Privately Held; 201-500 employees; Financial Services industry)
June 2003 — June 2005 (2 years 1 month)
During my time in the Financial Call Center, I assisted internal and external clients in their product and trading needs, as well as assisted in recruiting new representatives to sell not only insurance products, but also offer the financial aspect to their clients. Under great leadership of my managers I developed from minimal knowledge about the industry to a vital asset for the company's report in the existing sales force. My desire to further my knowledge advanced me to my next career opportunity as an Internal Wholesaler for the same company.
(Non-Profit; 1001-5000 employees; Insurance industry)
July 2001 — May 2003 (1 year 11 months)
After working as a Claims Examiner I felt it as a natural progression in my career to still assist Woodmen's members in their time of need, but wanted to be a bigger asset to them in answering all their questions about their products with us. In joining the customer service team at Woodmen I found that fulfillment. In my only 2 years at this position I was able to become the top specialist in conserving business and being a top 5 person in turning new business referrals into new clients/members of Woodmen.
(Non-Profit; 1001-5000 employees; Insurance industry)
January 1999 — June 2001 (2 years 6 months)
Joining Woodmen in their Health & Disability Division gave me great insight of Woodmen's product portfolio. With a great team of experienced coworkers and excellent management I was able to accelerate in this division within a very short time span.
1997 — 1998
1995 — 1997
1991 — 1995
professional networking, international travel, community involvement, Germany, Deutschland
Iowa Fraternal Congress, NE/IA Woodmen Youth Camp, Master Mason, Valley Lodge 232 Iowa, Freimaurer, Freemason, YPC, Inquisix, TopLinked.com, Well-dressed Professionals, Free & Accepted Masons, Lodgeroom International
• 2008 Woodmen President's Club Member (Millionaire Club)
• 2008 Top Overall Producer IA/NE
• 2008 December Top Sales Producer (Sales, Accounts, Volume)
• 2008 July Top Sales Producer (New Members, Accounts)
• 2008 April Top Sales Producer (Volume, Sales, New Members, Accounts)
• 2007 Woodmen Presidents Cabinet Member (Multi-Millionaire Club)
• 2007 Person of the Year in Woodmen's NE/IA marketing area
• Top overall Producer for the marketing area in 2007 in sales, volume, and applications
• 2007 Top Sales Producer (April, May, July, September)
• 2007 Top Volume Producer
• Awarded Time Magazine's "Person of the Year" for 2006.
(http://www.cnn.com/SPECIALS/2006/time.poty)
• 2006 Top Sales Producer (September)
• 2006 Sure Start Winner
• 2006 Gentle Giant Award
• 2004 Fraternal Spirit Award
• 2002 Top Business Conservation Award