Thomas Carter
Rancho Santa Fe
Summary
Throughout my career, I have explored various industries in search of my true passion. I have been fortunate to learn from exceptional mentors who have exemplified greatness in their work. These experiences have taught me valuable lessons, both through failures and successes. Before starting my professional journey, I was an athlete and I have realized that baseball holds remarkable parallels to the business world. I’m all in on learning, building meaningful relationships, and on growing in every way possible. This isn’t just a career path for me, it’s a commitment to excellence, to the people I work with, the companies I represent and to the impact I want to make.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Golf Services
The Crosby at Rancho Santa Fe
09.2021 - Current
- Maintain a clean work environment by washing and cleaning clubs and golf carts
- Ensure golfers are taken care of before, throughout, and after their rounds
- Control the tee sheet to ensure tee times were on schedule
- Perform club maintenance including regripping, taking apart, and reassembling clubs
- Train new employees by demonstrating the high standards of work and service expected for our membership
- Develop many personal relationships with members, enhancing the overall customer experience
Insurance Agent
Copperstone Partners
02.2023 - 02.2025
- Certified Life Insurance Agent
- Actively pursuing Series 6 and Series 65 licenses to broaden financial advisory capabilities
- Specializing in investment strategies, estate planning, and financial security solutions.
- Developed and implemented strategies to drive new business leads for both domestic and international clients
- Oversaw day to day operations for the CEO
- Advised clients on life insurance policies and financial planning solutions, providing tailored recommendations to meet diverse financial goals
- Helped business growth, client acquisition, and expansion in the financial and insurance sectors
- Developed high value connections with clients, partners, and industry professionals to drive more business
Team Manager
Grizzly Peak Farms
03.2023 - 12.2023
- Managed a sales team of 10+ individuals across Southern California, providing guidance, setting performance goals
- Served as the "face of the company" in San Diego, fostering relationships with clients, partners, and local communities to promote brand awareness and drive market growth.
- Organized and processed payroll for direct reports and assisted in debt collection efforts
- Provided personal assistance and administrative support to company leadership, managing schedules, coordinating travel, and streamlining day to day operations.
- Worked closely with cross functional teams, including management and operations, to improve workflows and enhance the overall customer and employee experience
Head Recruiter
Premier Athlete Agency
01.2022 - 04.2022
- Leveraged personal connections from collegiate athletics to identify and recruit top local baseball prospects for representation.
- Served as the primary point of contact for players, conducting preliminary contract and endorsement deal discussions before transitioning them to the Lead Agent/CEO.
- Assisted in finalizing negotiations alongside senior leadership, ensuring great terms for both athletes and the agency.
- Maintained ongoing communication with prospects, coaches, and other stakeholders to foster trust and long term partnerships.
Catering Server
Boomers BBQ
06.2020 - 08.2021
- Assisted in the setup and coordination of events throughout the San Diego area, showcasing strong organizational skills
- Conducted transactions with customers and provided exceptional service during events, contributing to positive customer experiences
- Prepared appetizers for the grilling sessions, showcasing culinary skills and contributing to a diverse menu
- Gained valuable insights into the catering industry, fostering a deeper understanding of its operations
College Baseball Player
Texas Tech University
08.2019 - 05.2020
- Played Division 1 baseball for Texas Tech University, fulfilling a lifelong dream through dedication and years of training
- Experienced a humbling journey that provided insights into the demands of playing at the collegiate level
- Managed a rigorous schedule, balancing academic commitments, weightlifting sessions, and intense baseball training
- Developed a strong work ethic, leadership skills, and the ability to collaborate with teammates to achieve common goals
- Cultivated resilience, learning the importance of continuous self-improvement and setting high personal standards
Property Management Assistant
Gold Coast Design
05.2017 - 08.2017
- Contributed to the maintenance and enhancement of the property's external appearance by participating in landscape cleanup activities
- Organized and maintained files, fostering an organized and efficient work environment
- Managed logistics, including unloading and arranging furniture and office items
- Undertook various tasks, such as washing cars and handling lunch pickups for office personnel, showcasing a willingness to assist with diverse responsibilities
- Acted as a reliable point of contact for office-related tasks, demonstrating a strong sense of responsibility and accountability
Education
Business
Texas Tech University
Lubbock, TXSkills
- Advanced knowledge of Indexed Universal Life (IUL) policies, estate planning, and tax-exempt investment strategies
- Specialization in high net worth and foreign clientele financial solutions, including multi-generational wealth planning
- Expertise in asset protection, tax efficient investment structures, and financial security planning
- Strong background in insurance brokerage and client advisory services
- Proven ability to develop and expand a financial advisory firm, focusing on new clientele acquisition
- Expertise in network-based business models, fostering strategic partnerships and collaborations
Certification
Life & Health License CA
Courses:
Foundations of Insurance
Insurance Product Knowledge
Financial Planning
Professional Skills for Insurance Sales Success
Timeline
Team Manager
Grizzly Peak Farms
03.2023 - 12.2023
Insurance Agent
Copperstone Partners
02.2023 - 02.2025
Head Recruiter
Premier Athlete Agency
01.2022 - 04.2022
Golf Services
The Crosby at Rancho Santa Fe
09.2021 - Current
Catering Server
Boomers BBQ
06.2020 - 08.2021
College Baseball Player
Texas Tech University
08.2019 - 05.2020
Property Management Assistant
Gold Coast Design
05.2017 - 08.2017
Business
Texas Tech University
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