Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible
for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers
for client use • Perform full service client portfolio management including financial
analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing,
referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized
for excellence in management, sales, and customer service • Perform additional client service functions including medical
lab scheduling and other logistics as needed