Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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William Rogoff Jr

La Puente

Summary

Experienced Management and Sales professional with 16+ years of success in insurance, mortgage, and construction-related industries. Proven ability to exceed sales goals, develop new business, and strengthen client relationships. Strong technical foundation in fire science and technology supports effective communication with construction teams and clients, ensuring compliance with fireproofing, building safety, and regulatory standards. Skilled in driving revenue growth, promoting operational excellence, and leading collaborative, results-oriented teams.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Insurance Producer – Property & Casualty / Life & Health

STATE FARM INSURANCE
01.2022 - 01.2025
  • Cultivated new business leads through strategic community outreach and direct marketing initiatives.
  • Ranked as Top Sales Producer in the agency through consistent achievement of premium and policy growth targets.
  • Delivered customized risk management solutions for property, casualty, life, and health clients, ensuring proper product fit and compliance. Personal and Commercial.
  • Collaborated with underwriting and policy service teams to streamline quoting, documentation, and client onboarding processes.


Residential Mortgage Loan Officer

O1NE MORTGAGE
01.2020 - 2022
  • Crafted and executed comprehensive lead-generation strategies leveraging Google platforms, social media outreach, and professional referral networks.
  • Engaged with realtors, Insurance Agents and financial professionals to broaden client network and optimize loan pipeline.
  • Guided clients through the lending process, from application to closing, ensuring full compliance with state and federal regulations.
  • Provided exceptional customer service to ensure high levels of satisfaction, driving repeat business and generating strong referrals.

Sales Manager / Finance Manager

LONG BEACH BMW / MINI COOPER
01.2011 - 01.2020
  • Led high-performing sales team, overseeing recruitment and training of new representatives.
  • Developed and executed promotional events and local marketing strategies to enhance showroom traffic and boost revenue.
  • Managed loan option arrangements and contract reviews to uphold compliance standards with manufacturer and bank partners.
  • Achieved multiple regional sales awards, consistently exceeding backend and total sales targets.


Client Advisor / Internet Sales

NICK ALEXANDER IMPORTS
01.2006 - 01.2010
  • Prospected and closed high-value customers in the luxury vehicle market through consultative sales techniques.
  • Negotiated pricing structures, lease terms, and financing options for optimal customer satisfaction and dealership profitability.
  • Delivered after-sale support to drive repeat business and long-term client loyalty.
  • Recognized for excellence in sales performance and top-tier client service.

Education

Associate of Science - Fire Science and Technology

Rio Hondo College
Whittier, CA
01.2005

Skills

  • Sales expertise
  • Operations management
  • Risk mitigation
  • Property examination
  • Teamwork and collaboration
  • Excellent communication
  • Team leadership
  • Decision-making

Accomplishments

  • Consistently achieved “Top Producer” designation in financial and insurance sectors
  • Multi-year BMW/MINI Client Advisor Award recipient (2008–2017)
  • Recognized leader in customer satisfaction, retention, and team performance

Certification


  • BMW Sales Manager & Finance Certification Training
  • JM&A Finance Certification | Sonic Automotive Academy
  • Encompass, ADP, RouteOne, E-Leads, Microsoft Excel
  • Property & Casualty / Life & Health Insurance Licensed Agent – State of California
  • Firefighter 1

Timeline

Insurance Producer – Property & Casualty / Life & Health

STATE FARM INSURANCE
01.2022 - 01.2025

Residential Mortgage Loan Officer

O1NE MORTGAGE
01.2020 - 2022

Sales Manager / Finance Manager

LONG BEACH BMW / MINI COOPER
01.2011 - 01.2020

Client Advisor / Internet Sales

NICK ALEXANDER IMPORTS
01.2006 - 01.2010

Associate of Science - Fire Science and Technology

Rio Hondo College
William Rogoff Jr