Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

James Dipoma

Phoenix,AZ

Summary

Dynamic Leader with a proven track record of large team oversight and sales execution, excelling in operational planning and customer relations. Spearheaded marketing strategies that significantly boosted brand visibility and client engagement. Adept at managing budgets and fostering collaboration, driving growth through innovative solutions and strong leadership.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Agency Owner

Farm Bureau Financial Services
06.2023 - Current
  • Increased book size by $750,000 in 2 years
  • Persistency rate of 93.2%
  • Excelled in PC Sales, Life Insurance Sales, Commercial Sales
  • Developed marketing strategies to enhance brand visibility and client engagement.
  • Managed day-to-day operations, ensuring efficient workflow and resource allocation.
  • Established relationships with vendors and clients to foster collaboration and business growth.
  • Conducted market research to identify trends and inform business decisions.

Regional Vice President

Farm Bureau Financial Services
11.2016 - 06.2023
  • Led a team of 4 Sales Managers and 95 Agents
  • Broke Year over Year Sales records 6 years in a row
  • State of the Year Winner multiple times
  • Managed Outbound Sales Call Initiatives
  • Established performance benchmarks to evaluate team effectiveness and drive operational improvements.
  • Collaborated with cross-functional teams to implement strategic initiatives and optimize resource allocation.
  • Mentored regional managers to develop leadership skills and improve team performance across locations.

Regional Sales Manager

AAA Missouri
01.2013 - 11.2016
  • Led a team of 8 Sales Managers and 145 agents
  • Increased Year over Year production for 3 years running
  • Developed and executed comprehensive sales plans to enhance market penetration and customer engagement.
  • Analyzed sales data and market trends to identify opportunities for expansion and product offerings.
  • Mentored and trained sales teams, fostering a high-performance culture focused on achieving targets.

Insurance Business Manager

AAA Southern California
01.2007 - 01.2013
  • Led a team of 14 Agents
  • 2 Time Manager of the Year
  • Drove Year over year increases for 6 years running
  • Led cross-functional teams to implement process improvements across various departments.
  • Analyzed market trends to inform business decisions and drive growth initiatives.
  • Managed budgeting processes, ensuring alignment with organizational goals and resource allocation.

Education

Sales/Marketing

Cal State University Northridge
Northridge, CA

Skills

  • Large Team Leadership
  • Sales and Call Center Oversight
  • Driven Sales Leadership
  • Customer relations
  • Administering budgets
  • Operational planning
  • Operations management

Certification

  • P and C Licensed
  • Health and Life Licensed
  • Series 6 Licensed
  • Series 21 Licensed
  • Series 22 Licensed
  • Series 23 Licensed
  • Series 26 Licensed
  • Series 63 Licensed
  • LUTCF Member

Timeline

Agency Owner

Farm Bureau Financial Services
06.2023 - Current

Regional Vice President

Farm Bureau Financial Services
11.2016 - 06.2023

Regional Sales Manager

AAA Missouri
01.2013 - 11.2016

Insurance Business Manager

AAA Southern California
01.2007 - 01.2013

Sales/Marketing

Cal State University Northridge

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James Dipoma