Tom Schafer
CreditWave iO (Builders of Corporate Credit) Shifting Financial Risk from Personal to Corporate Credit!
- Role
- Personal Financial Representative at Allstate Financial Services, LLC
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Tom Schafer
Many business owners ask if you can really get away from using Personal Assets and…
Experience
Personal Financial Representative
Allstate Financial Services, LLC
Jan 2001 — Present · Denver, CO, US
Financial Representative, Agency Owner, Sales DirectorAllstate Financial Services LLC, Denver, CO 2009-PresentAmerican Republic and AIG, Denver, CO 20••••09Key Strengths:Dedicated and experienced financial professional excelling in financial services and consultative sales. Proven track record of aligning agency and corporate goals to maximize sales and profit. Accomplished in team leadership, client meetings, and developing tailored solutions for individuals and businesses. Consistently recognized for top rankings and industry achievements, including membership in the Million Dollar Round Table (MDRT).Career Highlights- Collaborated with individuals, C-level executives and high net worth individuals to address diverse financial and Life Insurance needs and goals- Addressed company benefits, insurance and financial requirements, fostering comprehensive solutions- Managed up to 11 P&C Allstate agencies, driving achievement of ALR, PC and IPS goals- Personally conducted between 10 and 15 client meetings weekly, consistently delivering exceptional sales, service and results- Led, trained, and motivated a team of up to 26, propelling agency lead generation goals- Pioneered marketing, advertising and internet website design for effective lead generation- Developed unique CRM program within ZOHO, adeptly managing a client base of 2,200+- Attained a consistent Top 15 ranking in the highly competitive West Central region- Multi year winner of the Million Dollar Round Table, showcasing exceptional industry prowess.
Education
University of Denver
BSBA, Marketing
1983 — 1988
Skills
- Business Development
- Solution Selling
- Sales Management
- Finance
- Strategic Planning
- Sales
- Strategy
- Leadership
- Management
- Team Building
- Project Management
- Account Management
- Training
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