George Deverrick

• Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.
• Maintain existing relationships to drive repeat producers. Managed 30-50 incoming/outgoing calls, emails daily.
• Make prospecting calls and pass qualified leads along to External Wholesalers.
• Provide product education to representatives as an expert on our product features and benefits, answering questions and comparing our products to that of our competition.
• Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.
• Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.
• Utilize Protective databases to create and maintain representative profile information on all sales activity.
• Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.
• Demonstrated respect, friendliness, and willingness to help wherever needed.
• Managed time efficiently in order to complete all tasks within deadlines.
• Organized and detail-oriented with a strong work ethic.
• Used critical thinking to break down problems, evaluate solutions, and make decisions.
• Developed and maintained courteous and effective working relationships.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Passionate about learning and committed to continual improvement.
• Paid attention to detail while completing assignments.
• Strengthened communication skills through regular interactions with others.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Learned and adapted quickly to new technology and software applications.
• Proved successful working within tight deadlines and a fast-paced environment.

• Responds to phone, email, and chat customer inquiries
• Triages & assesses inquiry root cause to determine effective resolution
• Utilizes multiple systems to assess customer inquiries and provide timely resolution
• Optimizes the use of communication channels while achieving high customer satisfaction scores
• Adheres to schedule and complies with departmental policies
• Builds immediate rapport with customers
• Works collaboratively with back-office areas to resolve customer issues
• Processes changes within scope of authority or escalates as necessary
• Communicates clearly and articulately in all situations
• Maintains customer privacy and confidentiality standards

• Proactively market Pacific Life products to existing & potential producers using consultative sales skills to meet sales goals, maintain and grow market share and raise division assets. Develop & maintain ongoing business relationships with financial advisors with assigned region. Increase advisor retention & cross sell all product lines by identifying sales opportunities and assist advisors identify ideal clients for the range of products.
• Master every aspect of IW sales process to be a consultative business partner. Proactively manage the FW's calendar, maintain regular follow-up, action steps for daily plan.
• Working knowledge of B/D’s, competition & industry/capital markets.
• Utilize impactful, repeatable sales strategies on every call to identify sales opportunities, client profiling
• Team/Dept resource, assist team managers, organize & lead team meetings, a leader in the channel and across dept, mentor colleagues.
• Proactively coach up New Internal Wholesaler's, advanced call training, onboarding, interviewing, coaching on sales process, territory management. skills.
• Identify own personal development, mentoring, ownership
• Demonstrates & models leadership skills & competencies, advanced tasks delegated by management, sales process expertise.
• Internal Wholesaler MVP 2023, Team Player Award for 2024. (Top 2 region in company)
• Led cross-functional teams to enhance operational workflows and improve efficiency.
• Developed training programs to mentor junior team members and ensure skill development.
• Built diverse and consistent sales portfolio.
• Monitored service after sale and implemented quick and effective problem resolutions.
• Developed, maintained and utilized diverse client base.
• Stayed current on company offerings and industry trends.
• Attended monthly sales meetings and quarterly sales trainings.
• Recorded accurate and efficient records in customer database.
• Kept detailed records of daily activities through online customer database.
• Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
• Presented professional image consistent with company's brand values.
• Maintained current knowledge of evolving changes in marketplace.
• Achieved or exceeded company-defined sales quotas.
• Developed and maintained strong working relationships with professionals within assigned territory.
• Contributed to team objectives in fast-paced environment.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Selected correct products based on customer needs, product specifications and applicable regulations.
• Set and achieved company defined sales goals.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Built relationships with customers and community to promote long term business growth.

• Fully own all aspects of the program, including organizing season timetables, working to maximize player skills & physical fitness, coaching practices & games, and ensuring student-athletes achieve strong academic performance.
• Partner with parents and Boosters to build powerful support for the program.

• Take lead point recruiting student-athletes and assist team members to develop/work towards achieving individual and team goals.
• Organize and direct team training sessions, with a focus on continually improving goalkeepers.
• Work hand-in-hand with the Head Coach to set up each season's training/game schedule and find ways to drive team success.
• Scout out opposing teams to create detailed reports with strategies to attack specific weaknesses.
Girls Varsity Head Coach

• Leveraged expertise in annuities, life insurance, and long-term care insurance to sell key investment strategies and other solutions to Financial Advisors/Clients as well as at in-house wholesaler seminars and Broker/Dealer conferences.
• Created and delivered winning presentations to educate/sell prospects on the benefits of various products offered by the group.
• Maximized the performance of a large account portfolio and continually sourced ways to generate new investment sales.
• Cultivated strong client relationships to enhance customer satisfaction and retention.
• Collaborated with cross-functional teams to develop tailored financial solutions for clients.
• Developed strategic account plans that aligned with client goals and market trends.
• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.

• Recruited to be a Senior Internal Wholesaler and received a promotion to serve in a dual leadership role from 2005 to 2007.
• Senior Internal Wholesaler / Sales Manager
• Conducted in-depth analyses of clients’ investment needs to present powerful, customized financial solutions that helped each individual achieve unique financial goals.
• Significantly increased business from existing client base via aggressive sales of variable & fixed annuities, mutual funds, asset allocation programs, retirement plans, and 529 plans.
• Honored as "Internal Consultant MVP" three different years between 1999 and 2005 as the department’s top producer.
• Built, trained, and optimized the performance of a team of 18 Internal Sales Consultants that achieved record sales numbers across consecutive years and played a key role mentoring several Consultants that were promoted to management positions.
• Sales Manager - Financial Institutions Division: Internal Wholesalers, 2005 to 2007
• Developed and maintained strong relationships with financial advisors to enhance product knowledge and sales strategies.
• Collaborated with sales team to identify and pursue new business opportunities within assigned territories.
• Conducted regular training sessions for internal staff on product features and benefits to improve sales effectiveness.
• Led strategic initiatives to enhance customer engagement, increasing overall satisfaction rates among financial advisors.
• Mentored junior wholesalers, fostering professional development and promoting a culture of continuous improvement within the team.
• Provided superior service to customers by quickly responding to requests, suggestions and concerns.
• Optimized sales presentations by incorporating visual aids, clear explanations of complex concepts, and engaging storytelling techniques.
• Enhanced client retention rates by building trust through consistent follow-up on inquiries, concerns, or issues raised during interactions.
• Participated in industry conferences, representing the company professionally while networking with potential clients and partners.
• Achieved significant growth in assets under management through targeted prospecting efforts.
• Contributed to increased team morale through consistent positive attitude, open communication, and genuine commitment to shared success.
• Effectively managed sales territory, consistently meeting or exceeding established goals and targets.