Brandon Roberts
Omaha
Summary
Dynamic and results-driven entrepreneur and leader, blending creativity and strategy to transform the insurance and real estate industries. Proven expertise in founding and scaling successful businesses, delivering exceptional client experiences, and fostering long-term financial growth. Renowned for hiring and managing high-performing teams and closing deals with impact both over the phone and in person. Passionate about creating innovative solutions and cultivating strong client relationships.
Overview
12
12
years of professional experience
Work History
Owner
Highmark Financial
08.2020 - Current
- Founded and scaled a home and auto insurance agency, integrating retirement planning services for a holistic financial approach
- Achieved double-digit revenue growth through innovative strategies and client-first services
- Built a portfolio of loyal clients with tailored insurance and financial planning solutions
- Led and inspired a team of employees, cultivating productivity and collaboration
- Enhanced efficiency by implementing cutting-edge technology to improve operations and customer experiences
- Excelled in closing high-value deals through persuasive phone consultations and impactful in-person meetings
Owner & Investor
Horace Mann Insurance Agency
07.2017 - 08.2020
- Acquired and revitalized an established insurance agency specializing in education professionals
- Expanded market share by identifying growth opportunities and diversifying service offerings
- Directed operations across sales, marketing, and finance, driving record-breaking profitability
- Hired and mentored a dedicated team, ensuring consistent alignment with business objectives
- Excelled in closing negotiations in both remote and face-to-face environments
- Introduced streamlined processes, enhancing operational efficiency and client satisfaction
Licensed Real Estate Agent
06.2013 - 07.2017
- Guided clients through every step of the home-buying and selling process, leveraging deep expertise in market trends and property valuation
- Secured optimal outcomes in negotiations, ensuring maximum value for clients
- Built a trusted network of lenders, inspectors, and contractors to deliver end-to-end client support
- Consistently achieved top producer status, exceeding sales targets through dedication and outstanding customer service
Education
Bachelor's Degree - Business
University of Nebraska at Omaha
05.2005
Skills
- Strategic Vision & Business Development
- Mastery of Insurance & Financial Services
- Client Relationship Excellence
- Advanced Sales Techniques & Marketing Leadership
- Expertise in Real Estate Transactions
- Staff management
- Employee development
Accomplishments
- Expanded Highmark Financial's client base in the first two years through innovative outreach, growing from startup to $1.5 million in annual premiums.
- Increased profitability at Horace Mann Insurance Agency by optimizing processes and uncovering new markets.
- Recognized as a top performer in real estate, consistently surpassing sales benchmarks.
- Delivered impactful financial education sessions, empowering individuals and communities.
Affiliations
- Member, National Association of Insurance and Financial Advisors (NAIFA)
- Member, National Association of Realtors (NAR)
Timeline
Owner
Highmark Financial
08.2020 - Current
Owner & Investor
Horace Mann Insurance Agency
07.2017 - 08.2020
Licensed Real Estate Agent
06.2013 - 07.2017
Bachelor's Degree - Business
University of Nebraska at Omaha
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