Long Beach, New York, United States
Results-driven financial services leader with over 10 years of experience in insurance sales, agency ownership, client relationship management, and brokerage operations. Successfully launched and scaled an Allstate insurance agency from startup to $2M+ in annual premium and 1,200+ client households. Proven track record in top-tier sales performance, team leadership, compliance, and cross-selling financial products. Seeking opportunities in traditional finance, digital assets, or business development roles.
As the Agency Principal & Owner of The Hartmann Agency of Allstate, I spearheaded the launch and growth of a successful insurance agency. My focus on client retention and personalized service allowed me to build a robust portfolio, achieving over $2M in annual premiums. I led a dedicated team, ensuring we consistently met growth targets while providing tailored insurance solutions to our clients. My major focus was on growing the business by utilizing digital lead services alongside a robust local marketing campaign to drive traffic and increase quoting volume steadily.
• Supported brokerage and banking clients with trade execution, account openings, and retirement rollovers. • Collaborated with the sales team to identify cross-selling opportunities and enhance client servicing. • Provided troubleshooting support for trading and documentation issues on the company’s app and website. • Assisted in quarterly documentation audits to ensure compliance with FINRA and company guidelines.
• Managed and coordinated online and in-person alternative investment events, ensuring seamless execution. • Oversaw sponsorship sales and developed promotional materials to enhance event visibility. • Processed ticket sales and managed on-site logistics for an exceptional attendee experience. • Assisted with market research through interviews and social media to inform product development.
DealFlow Media provided independent research and analysis for finance professionals with popular products such as The PIPEs Report and The Life Settlements Report. Founded in 2002, with offices in New York, Maryland, California and China, the company published research and investment databases, as well as hosting in-person and web-based events. Over 6,000 institutions relied on DealFlow Media for accurate information about niche areas of finance. The company’s clients included investment managers, banks, public and private corporations, hedge funds, law firms, and financial companies worldwide. DealFlow Media was acquired by The Street.com (NASDAQ: TST) in 2013. Shortly thereafter, key members of the DFM team launched Dealflow.com (Dealflow Analytics, Inc.).