Fredo Garcia

Director of Business Development @Simplicity Los Angeles

Oceanside, CA, US
EMAILS
f••••••@totalfinancial.com
MOBILE NUMBERS
+13•••••••17

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WORK HISTORY

Mar 2019 — Present

Director of Business Development @Simplicity Los Angeles

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Culver City, CA, US

SKILLS

Online Lead GenerationFinancial PlanningWhole LifeSemAnnuitiesMicrosoft OfficeSalesFinancial PlannersLong-Term CareSalesforce.comCustomer Relationship Management (Crm)RetirementTeam BuildingSEOStrategic Financial PlanningCustomer RelationsOnline AdvertisingSeries 6Retirement PlanningInsuranceConsultative SellingDisability InsuranceSales PresentationsTrainingNew Business DevelopmentAdvertisingSales ManagementDigital StrategyMarketingSeries 63Lead GenerationClient PresentationCold CallingHealth InsuranceInside SalesFixed AnnuitiesTerm Life InsuranceMarketing StrategyCustomer ServiceLong Term Care Insurance

ABOUT FREDO GARCIA

Accomplished sales professional and leader with an impressive history of fueling revenues and overall business growth through orchestration of sales efforts, in both, Inside and Outside Sales. Effectively identify business or client needs and expertly consult on services needed with proper strategies and organizational objectives.Multiple Accounts with Consistent Sales and Client Success * Able to Assist in all Functions of Account Development & Marketing * Aggressively Seek Key Accounts to Increase Sales Performance * Consultative Sales Approach & Needs Based Sales Approach * Client Relations / Services * Strong & Effective Presentation Skills * Manage Small Sales Teams * Prospecting * Working with C-level Executives * Very Strong Insurance and Financial BackgroundSeries 6Series 63Life Agent - Variable ProductsSpecialties: Financial and Estate Planning, Starting to specialize in Indexed Products (UL and Annuities), Insurance, Investments, Mutual Funds, Business Development, Inside Sales, Outside Sales, Relationship Selling, Consultative Sales, Needs-Based Sales, Lead Generation, Pay-Per-Lead, Marketing, Lead Generation Strategies

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