Leo Bico LUTCF
CA, Managing Agent
SUMMARY OF QUALIFICATIONS IN THE FINANCIAL INDUSTRY
1. Life, Accident, and Health Insurance licensed agent in the States of California, Nevada and Missouri
2. Working in the financial industry since October 2001
3. Very organize, professional, and service oriented individual SOLE-PROPRIETORSHIP UPCENTRIC BUSINESS HUB, Owner May 2016 to Present With 18 offshore staff doing telemarketing, appointment setting, lead generation, customer service, and virtual assisting.
EMPLOYMENT HISTORY IN THE FINANCIAL INDUSTRY 1. KANSAS CITY LIFE INSURANCE Position: General Agent, December 2013 to Present Functions: Managing Sales Agents and Field Managers; recruiting and training new agents; selling life insurance and annuity products
2. JOHN HANCOCK FINANCIAL NETWORK Position: Sales Manager, December 2010 to December 2013 Functions: Managing Sales Agents, recruiting and training new agents, selling life insurance and annuity products.
3. NEW YORK LIFE INSURANCE COMPANY Position: Partner, October 2003 to December 2010 Functions: Recruiting and training agents in classroom setting, one-on-one setting, field trainings. Position: Life Insurance Agent, October 2001 – October 2003 Functions: Selling New York Life’s insurance and variable products, developing new clients, servicing current clients, prospecting, and taking over orphan accounts.