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Work Background
Sam Varner | Business Coach & ConsultantFounder
Nov. 2018Greater HoustonI help private practice owners:
✅ Build predictable cash flow
✅ Get clear on where their money is going
✅ Finally pay themselves like a CEO Strategic Sales Sessions, 1:1 Business Consulting, Group Coaching, Business Strategy Podcast, Public Speaking & Workshops & Training.
MD Insurance AgencyInsurance Consultant
Jan. 2009 - Jul. 2011Calgary, Canada Area• Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support to High Net Worth Medical Professionals.
• Outperforming "high-reach" sales targets every quarter. Top sales person in Western Canada
• Consistently met and frequently exceeded the financial objectives of represented clients. • Assessed risk-management goals to recommend solutions optimally suited to client needs.
• Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
• Determined the qualification of the insurance if it is adequate for financial protection.
• Estimated value of estate by analyzing and studying legal instruments like trusts and insurance policies.
• Conducted teaching seminars for medical students, residents, practicing physicians and internal staff
• CLU designation achieved in less than 1 year
• Exceptional relationship development and prospecting skills
MD Insurance AgencyInsurance Specialist
Jan. 2009 - Jan. 2011Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support to High Net Worth Medical Professionals.
Outperforming "high-reach" sales targets every quarter. Top sales person in Western Canada
Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.
Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
Assessed assets and liabilities of estate.
Determined the qualification of the insurance if it is adequate for financial protection.
Estimated value of estate by analyzing and studying legal instruments like trusts and insurance policies.
Conducted teaching seminars for medical students, residents, practicing physicians and internal staff
CLU designation achieved in less than 1 year
Exceptional relationship development and prospecting skills
ATB Insurance Advisors IncInsurance Specialist
Oct. 2006 - Feb. 2008Provided exemplary service and insurance education to ATB Investment Fund Specialists and Financial Advisors
Surpassing of sales targets and highest annual sales results in Southern Alberta Creation and promotion of innovative concepts, presentations and educational seminars to internal and external clients
ATB Insurance Advisors IncInsurance Specialist
Jan. 2006 - Jan. 2009Represented a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
Surpassing of sales targets and highest annual sales results in Southern Met and contacted new potential clients to discuss financial concerns and needs.
Developed and implemented personal business and marketing plans.
Explained about the extensive Portfolio of Insurance Products, Variable Life Products and Mutual Funds to the customers.
Issued bonuses and Awards for Achieving Set Production Goals. Provided exemplary service and insurance education to ATB Investment Fund Specialists and Financial Advisors
Creation and promotion of innovative concepts, presentations and educational seminars to internal and external clients Strategic Tax & Business Solutions
Strategic Tax & Business SolutionsEstate Planner
Oct. 2005 - Oct. 2006Developed and maintained a portfolio of business clients with a focus on estate planning
Identified and analyzed insurance needs for business and personal clients and prospects using appropriate products, planning methods and tools
Consulted with accountants regarding recommendations for clients financial plans in relation to estate planning
Developed relationships with internal and external professionals such as life insurance companies, tax and legal professionals
GPC Public AffairsPublic Relations Consultant
Jan. 2003 - Jan. 2005Media relations with local, national and international media
Implementation of communication strategies using; media releases, speech, article writing, ghost writing and annual reports
Consultation with clients regarding their communications strategies for annual meetings, national media campaigns and new product introduction
Creation of internal and external communications plans for clients in a variety of industries
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