Keith Carson
Detroit,Michigan
Summary
Sales Director with a strong record in developing and executing effective sales strategies. Expertise in identifying profitable business opportunities and building lasting partnerships. Proven ability to lead teams to achieve significant sales growth, contributing over a million in new revenue. Skilled in enhancing product marketing and fostering client relationships through tailored solutions. Innovative leader in business development, known for leveraging market research and data-driven decision-making. Developed successful marketing strategies that resulted in over 200 new agent hires and significant sales growth.
Overview
20
20
years of professional experience
1
1
Certificate
Work History
Sales Manager
CVIG
Philadelphia , Pa
2026.01 - Current
- Attended industry events and conventions to explain sales opportunities.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Performance Manager , Business Development
Tranzact Insurance Solutions
Remote , Michigan
2024.07 - 2026.01
- Achieved exceptional performance by leading a team of Life and Medicare agents.
- Developed recruiting processes, resulting in over 200 new agent hires.
- Created long-term strategic sales acquisition process, generating over $1 million in new sales.
Senior Sales Manager
Assurance IQ
Seattle
2021.09 - 2024.07
- Trained and mentored junior sales personnel, achieving leading 13.9% conversion ratio and #1 team revenue.
- Conducted regular meetings with sales agents to review quarterly and yearly goals, resulting in 8,433 life policies sold.
- Analyzed sales department processes to identify improvement areas and enhance efficiency.
- Developed strategic sales plans and objectives, attaining highest net revenue per call at $38.50.
- Tracked and analyzed key metrics and business trends related to clients and partners.
District General Agent
Ohio National Life Insurance Co.
Ann Arbor
2015.01 - 2021.09
- Developed and implemented marketing strategies to promote district sales initiatives.
- Conducted regular meetings with agents to review performance metrics, set goals and identify training needs.
- Negotiated contracts with vendors for services in the district.
- Created monthly reports tracking progress on various sales objectives.
- Provided guidance and support to agents regarding product knowledge and customer service techniques.
- Researched competitive landscape within the district and monitored market trends to ensure competitiveness of products offered by company.
General Agent
One America Financial
Southfield
2006.11 - 2015.06
- Negotiated contracts with clients and vendors to secure favorable terms.
- Organized promotional events to boost brand awareness among target audiences.
- Conducted market research to identify potential customers and inform marketing strategies.
- Developed and executed sales plans aligned with company objectives.
- Evaluated opportunities for process improvements, enhancing customer experience.
- Assisted in crafting customer service policies to improve operational efficiency.
- Cultivated relationships with key stakeholders, including brokers and insurance companies.
Education
BBA - Accounting And Finance
Western Michigan University
Kalamazoo MichiganSkills
- Client relationship management
- Account management
- Performance management
- Market research and expansion
- Campaign development and marketing support
- Sales funnel optimization
- Rapport building and relationship management
- Analytical problem solving
Affiliations
I enjoy an active lifestyle; on my days off you can find me at the gym, on the yoga mat or rock climbing. I'm a commercial pilot and accomplished blue water sailor. I bring the same passion to my recreation as I do to my work life.
Accomplishments
I have been asked to take on increasing challenges and projects with Assurance I created a "Pod Program" to develop player coaches and help recruit and develop outstanding performers.
Selected for promotion to Senior Sales Director.
Leader of one of the top Medicare Sales Teams at Assurance.
Leader of the top Life Sales Team at Assurance.
Selected for promotion to Senior Sales Director.
Leader of one of the top Medicare Sales Teams at Assurance.
Leader of the top Life Sales Team at Assurance.
Certification
Licensed for Life,Accident and Health
AHIP 2026 Certified
Licensed in 34 states
Prior Series 7,24,6 and 63
AHIP 2026 Certified
Licensed in 34 states
Prior Series 7,24,6 and 63
Timeline
Sales Manager
CVIG
2026.01 - Current
Performance Manager , Business Development
Tranzact Insurance Solutions
2024.07 - 2026.01
Senior Sales Manager
Assurance IQ
2021.09 - 2024.07
District General Agent
Ohio National Life Insurance Co.
2015.01 - 2021.09
General Agent
One America Financial
2006.11 - 2015.06
BBA - Accounting And Finance
Western Michigan University
References
References available upon request.