Wimberley Insurance & Financial Services

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Staff

Joshua Wimberley – Agent & Owner

Tanya Wimberley – Office Management

Merita Saliaj – Customer Contact Manager

Elizabeth Medellin – Customer Service Representative

Currently Open – Sales Producer

Joshua Wimberley

Job Title

Insurance and Financial Services Agent & Firm Owner

Key responsibilities

Joshua started this agency in March of 2002 after spending almost 10 years in the television advertising business. He started the company by himself and has watched it grow into the force that it is now. Joshua concentrates on meeting with every new customer and discussing their goals for the future. He loves to talk about building plans that turn financial dreams into reality.

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Tanya Wimberley

Job Title

Accounting and Back Office Organization

Key responsibilities

Tanya is currently working full-time as a Mother of our two beautiful daughters. She helps her husband Joshua by maintaining the agency records and making sure that every dollar is accounted for at the end of the month.

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Merita Saliaj

Job Title

Customer Service Representative and Telemarketing Manager

Key responsibilities

Merita was hired in August of 2003 to help manage the phone calls and service the policies that the agency had built. Merita is also responsible for the telemarketing efforts of the agency and oversees the contract employees during marketing blitzes.

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Elizabeth Medellin

Job Title

Customer Service Representative

Key responsibilities

Merita is a senior at Hastings High School and works for us part-time in the afternoons as a part of the schools work program. She speaks English and Spanish and handles most of our data entry work.

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Currently Open

Job Title

Sales Producer

Key responsibilities

Our Sales Producer recently accepted an agency management position with another firm. While we hated to see him go it has created an opportunity for someone wanting to try their hand at insurance sales.

Sales Producer Opportunity

We are looking for someone capable of building a network of referral sources that will send prospective clients into our agency for insurance and financial services. You will be working with a successful Insurance Agency that is built on the principle of rapid growth.

Because this is a career based on selling, your success will depend on your ability to develop both your selling and product knowledge skills. The key to success in this industry is your ability to develop a referral network that will recruit your prospects for you. If you are the type of person that others trust and you know how to take care of people we want to talk to you!

The Sales Producer Profile: The following is a list of characteristics we find in our most successful sales producers.

• driven and passionate about their success.
• have a mind for business and finance.
• desire to be paid what they are worth.
• articulate.
• persuasive, but ethical and honest.
• continually striving for excellence.
• hablo y comprendo Espanol.
• no insurance experience necessary, but it helps.

If you think this is something you are interested in I would like to discuss the career in more detail with you. Send your resume to Joshua@HoustonAssets.com and I will send you a breakdown of how my producers are compensated.

Note: This is a sales position with a commission structured compensation plan. There are also quarterly bonuses as well as occasional travel incentives. (3rd quarter bonus was a week of skiing in Tahoe!)

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Last revised: 07/08/03