gradie lewis

gradie lewis

licensed benefits agent

About

Summary of Qualifications Bank / Store Operations, Business Organization / Operation Personnel Organization / Supervision, Retail Buying / Sales Strategies Bank / Retail Promotions,Bank / Retail Management Strategies

Country

united states

City

atlanta

Industry

financial services

Skill

p&c license, life and health insurance licenses, leadership, sales, customer service, management, finance, business development, team building, sales management, marketing, marketing strategy, mortgage lending, strategic planning, process improvement, training, real estate, networking, loans, new business development, small business, credit, financial analysis, negotiation, banking, coaching, customer satisfaction

Experience

tmx finance

general manager

tmx finance

2013-2 - 2014-4 · 1 yr 3 mos
c&d consulting

manager business development

c&d consulting

2009-3 - 2013-2 · 4 yrs

* Assist with daily operations including Personal/Commercial lines of credit financing, Real Estate * Invest in residential/commercial mortgages and luxury automobile financing * Contact and setup meetings with current and non-clients * Work with administration in coordinating and executing the firm's advertising/promotional plan * Attend and network at industry events to bring in high end clients in the entertainment and sports fields

champs sports

general manager

champs sports

2003-3 - 2005-7 · 2 yrs 5 mos

* Ranked #1 in district sales for several consecutive months * Managed weekly inventory intake * Increased revenue through promotions and creative visual merchandising * Catapulted our store to #1 rank in the district and southeast region for FY 2004 * Generated a $200,000 plus profit for the 2004 fiscal year

allstate

licensed benefits agent

allstate

2015-12 - Present · 10 yrs 10 mos
suntrust bank

assistant branch manager

suntrust bank

2005-9 - 2009-3 · 3 yrs 7 mos

* Worked seamlessly with Branch Manager in leading effective Weekly Sales Meetings, debriefings, and clinics/rounds * Assumed role as Branch Manager when necessary * Trained and mentored all new employees * Supervised and coached employees on all aspects of performance * Assisted employees in the sale of complex products when needed * Supervised daily branch operations including teller line, new accounts, and managed vault operations * Drove branch performance results through direction, leadership, and execution of superior sales and service behaviors/activities * Regularly exceeded 100% of branch sales goals on a monthly basis * Actively participated in various marketing promotions * Developed and maintained mutually beneficial relationships and ongoing communication with personal and business clients

aflac

insurance agent

aflac

2014-4 - 2015-12 · 1 yr 9 mos

* Provides service to clients' insurance needs by selling life, health, and disability insurance. * Develops base for long-term sources of clients by using referrals and occupational to compile lists of prospects. * Determines clients' particular needs and financial situations by scheduling appointments * determining extent of present coverage. * Develops a protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. * Provides continuing service by providing direct deposit forms * processing changes in beneficiary and policy loan applications. * Updates job knowledge by participating in educational opportunities * reading professional publications * maintaining personal networks. * Enhances Aflac’s reputation by accepting ownership for accomplishing new and different requests * exploring opportunities to add value to job accomplishments.

Education

university of south carolina

university of south carolina

management

1999-1 - 2003-1 · 4 yrs 1 mo

Activities and Societies: University of South Carolina football team

gradie lewis's Contact Information

Email

******@***.com

Phone

(**) *** ****

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