Greg Dortch
@gregdortch
Sales professional with 15+ years in financial advisement and recruitment coordination.
United StatesWhat I'm looking for
I am a results-driven sales professional with over 15 years of experience in financial advisement, loan origination, and recruitment coordination. I specialize in building long-term client relationships, presenting tailored financial solutions, and driving measurable business growth through strategic sales and customer retention initiatives.
My background includes roles as a Final Expense Agent, Loan Officer, Senior Loan Officer, and Recruiting Coordinator, where I managed large client portfolios, streamlined recruiting workflows, and improved conversion and engagement rates. I am licensed in life insurance and hold a business administration education from the University of California, Riverside.
I bring strong negotiation and presentation skills, a client-focused approach, and a proven track record of enhancing customer satisfaction and operational efficiency. I am committed to leveraging my expertise to deliver measurable results and support organizational success.
Experience
Work history, roles, and key accomplishments
Final Expense Agent
Senior Life
Jan 2022 - Present (3 years 9 months)
Guided clients through final expense planning and educated prospects on policy benefits, increasing engagement and conversion while enhancing client trust and satisfaction.
Recruiting Coordinator
NCSA College Recruiting
Nov 2020 - Oct 2022 (1 year 11 months)
Streamlined candidate scheduling and coordinated with coaches and athletes to align recruitment strategies, improving candidate quality and engagement metrics from Nov 2020 to Oct 2022.
Loan Officer
Success Mortgage
Jan 2018 - Nov 2020 (2 years 10 months)
Assessed financial needs and credit to provide tailored loan solutions, optimizing approval rates and minimizing risk while fostering long-term client relationships from Jan 2018 to Nov 2020.
Senior Loan Officer
Mr. Cooper
Oct 2016 - Jan 2018 (1 year 3 months)
Managed a portfolio of 200+ clients, facilitated loan approvals and partnered with real estate agents to expedite closings, improving customer satisfaction from Oct 2016 to Jan 2018.
Education
Degrees, certifications, and relevant coursework
URUniversity of California, Riverside
Business Administration
1989 - 1992
Completed coursework in Business Administration at the University of California, Riverside from 1989 to 1992.
Life Insurance Licensing
Life Insurance
Obtained life insurance licensing relevant to final expense and senior life insurance sales.
NMLS License (registered)
Mortgage Lending / Loan Origination
Held NMLS registration/licensing related to mortgage lending and loan origination.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring Greg?
You can contact Greg and 90k+ other talented remote workers on Himalayas.
Message GregFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
