Owner & Financial Advisor - High Point Financial Group (Monty L. McCurley Agency) - Oxford, AR & Collierville, TN
(2020-06)
- Conduct retirement-focused planning conversations with pre-retirees, retirees, and business owners, leading with income, risk management, and annuity solutions when appropriate.
- Lead high-volume virtual and phone-based appointments each week, including new initial meetings and follow-ups, to move qualified prospects from discovery to implemented plans.
- Deliver clear, compliant recommendations across fixed indexed annuities, other annuity products, and investment options, documenting rationale within a fiduciary-first framework.
- Produced over $14M in annuity sales (including Fixed Indexed Annuity cases) and $1M in life insurance premium, consistently exceeding personal revenue and production targets.
- Partner with internal and external support teams (underwriting, case design, operations) to remain highly client-facing while others handle marketing and back-office processes.
Finance & Insurance Manager - Mark Martin Chevrolet Buick GMC - Ash Flat, AR
(2018-10 - 2020-05)
- Led finance and insurance operations, presenting service contracts, GAP coverage, and related protection products to customers.
- Increased per-unit finance and insurance average by over $400 with only two core products, significantly improving overall profitability and product penetration.
- Analyzed credit applications, structured financing, and finalized documentation with lenders, ensuring accuracy and regulatory compliance.
- Consistently achieved monthly goals for income, penetration, and customer satisfaction through clear, consultative discussions of options.
Independent Insurance & Financial Services Agent - Monty L. McCurley Agency - Oxford, AR
(2014-06 - 2018-10)
- Built and grew an independent book of business across property & casualty, life, health, and investments.
- Managed a staff of 1-4 team members, overseeing daily operations, production goals, and client service standards.
- Delivered multi-line insurance and financial solutions aligned with client objectives and risk profiles, contributing to strong retention and referral growth.
State Farm Insurance Agent - Monty McCurley Agency - Melbourne, AR
(2010-01 - 2014-05)
- Provided ongoing financial and insurance advice beyond property & casualty, including life, health, and retirement-oriented financial services products.
- Opened and led a State Farm agency responsible for a multi-million-dollar book of business spanning auto, home, life, health, and financial products.
- Managed four fully licensed employees, providing training and coaching to drive production and client satisfaction.
- Grew the agency by more than 450 policies and over $450,000 in premium, earning #3 Multi-Line Ranking among more than 1,500 TICA agents.
- Achieved #1 Bank Production ranking among TICA agents and Top 100 national bank ranking in 2010.
