GCHNWPR 200

SUMMARY Insurance Broker Consultant with over 20 years expertise evaluating and protecting the complex lifestyles of high-profile athletes and entertainers. Committed to delivering high-quality, holistic risk management solutions, seeks opportunities to contribute meaningfully to the growth and success of a major organization. Focus on creating impactful strategies that enhance operational excellence and provide unparalleled value to clients. 

PRODUCTION HISTORY  July 2022-Present               Produced $400,000 new business revenue

                                       Jan 2021- July 2022            Produced $275,000 new business revenue

                                       May 2018 - Jan 2021          Produced $450,000 new business revenue

                                       Aug 2000 - Sept 2016         Produced $600,000 new business revenue 

RELATIONSHIPS, CONTACTS AND REFERRAL SOURCES  High net worth realtors, sports, modeling and entertainment agents, CPA firms; relocation companies, national event coordinators, business and wealth managers, family offices, law firms, social media contacts, country clubs, estate managers, property managers, lifestyle staffing providers, mortgage brokers, home inspection companies, direct mailing and networking groups

Vice President  Senior Advisor: Played a pivotal role in the creation and development of  Private Client Group from the ground up, establishing it as a key business segment within the organization. Designed and implemented a comprehensive lead generation system and innovative marketing campaigns to drive client acquisition and retention. Personally generated over $400,000 in new income, showcasing exceptional sales expertise and client relationship management. Successfully coordinated and transitioned all business fitting the Private Client Group profile, ensuring seamless integration and alignment with group objectives.

Vice President -Personal Risk, PCG: Managed highly complex clients while maintaining and nurturing relationships with key stakeholders, including wealth managers from top institutions such as Goldman Sachs, Mellon Bank, Merrill Lynch, Wealthspire, Ameriprise, Morgan Stanley, Deutsche Bank, and Empire Financial. Built and implemented an effective lead generation system and designed strategic marketing campaigns for the Personal Risk Division, driving client acquisition and retention. Collaborated closely with the commercial department to successfully onboard a major financial institution through personal connections within the Private Client Group.

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net