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Gary Wierleski 1839 220th Pl. NE Sammamish, WA 98074 425-780-2014
Seasoned Salesman with various types of insurance policies to businesses/individuals including life, health, disability, accidental, and retirement planning.
Specialized in policies such as KeyMan, Cancer and Retirement Annuities.
Known as a professional manager who combines solid sales production with product knowledge and the ability to train and move a sales team.
Demonstrated high close ratios, strong interpersonal skills, persuasion, positive and confident approach.
Seeking a position in insurance sales support that will lead to an opportunity for licensing, Agent Appointment and the opportunity to contribute to production and company growth.
Discover Mortgage - American Diversified Financial Services; Sales, Agent-Trainer, Regional Vice President, Insurance Director. Humble and Davenport- Division Manager; Life, Health, Disability.
Managed a team of 23 local and about 45 out of office insurance agents providing training, reviewing the CNA process, products, cross selling, closing techniques, cold calling, referral and contact systems.
Followed up on clients regularly to upsell – checking needs requirements while seeking out possible referrals.
Generated new leads from field activity and actively followed up on referrals.
Achieved sales targets on a month-by-month basis.
Identified customers’ needs, closed deals, customized financial plans to suit customer needs.
Innovated and executed new strategies to bring profits to insurance organization through our parent Mortgage company.
Motivated and advised insurance sales agents, organized workshop, taught public seminars to inform potential new customers of insurance products and services.
Promoted to Regional Vice President in 3 years
Recruited 42 licensed agents in one month.
Other Key Performance Functions:
Monitored policy lapses - rescue, maintained customers’ records and handled policy renewals.
Reviewed and resolved customer complaints within stipulated time period.
Conducted market surveys for gathering information about customers’ choices and preferences regarding insurance products and ongoing market trends.
Represented the Company at meetings, businesses, Chamber of Commerce, Trade Fairs, promoted Company’s products, designed and printed Company brochures.
Conducted staff meetings and discussed insurance marketing strategies promoting company’s growth.
Set and evaluated each employee’s performance standards.
Education - Certifications - Experience
Divers Institute of Technology / Oilfield Technology / Hyperbaric Welding Graduate Brigham Young University / Political Science / International Relations – Undergrad Villanova University – Cert. Project Management Essentials
Villanova University Certification Program Endorsed by - Project Management Institute / IIBA Endorsed Education Provider / CPE - NASBA: Initiating, Planning, Executing, Controlling and Closing Projects, Requirements Analysis, Scoping, Feasibility, Justification, Asset Management, Business Case & ROI Analysis, Integrated Change Control & Change Management.
Certified Scrum Master C.S.M. ASPE SDLC Training / Winnow Management – Scrum Alliance: Endorsed by – The Project Management Institute / IIBA Endorsed Education Provider / CPE - NASBA: Trained in Agile development methodologies that support efficiency in Development through Agile Project Management.
Previously GA contracts as an Independent Agent