Michael Elie

Financial Representative at USAFrance Financials at USAFrance Financials
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Contact Information
Location
San Francisco Bay Area
Languages
  • English Native or bilingual proficiency
  • French Native or bilingual proficiency

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5.0

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Hervé Bruckert

Michael has proven to be a great asset when I needed to improve the cash flow on the international real estate investment I made. He quickly proposed a few options to increase revenue then deployed them effectively. Michael is thorough, knowledgeable, friendly to work with and exceeded my expectations. I certainly recommend Michael for his services.

LinkedIn User

I had the pleasure of working with Michael Elie through a collaboration to support a marketing plan for Child Education Center. His leadership supported an enhanced presence on social media and improved signage that resulted in exceeding the enrollment target, and within 6 months. Michael was available and accessible, and took initiative to research options, completing tasks within timeline. I encourage consideration of his application as he would surely be an asset to any team. Sincerely, Kathleen Seabolt, M.Ed

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Credentials

  • Insurance Agent, Accident, Health, Life
    California Department of Insurance
  • Insurance Agent, Property & Casualty
    California Department of Insurance

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Representative at USAFrance Financials
      • Jan 2022 - Present

      USAFrance Financials I Gestion Privée I Planification Internationale-Etats-Unis & France I Private Wealth Management. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. USAFRANCE FINANCIALS is not an affiliate or subsidiary of Guardian. CA insurance license #0M37537. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services & Insurances Professional
      • Mar 2021 - Dec 2021

      I am licensed to sell insurance in California. Domiciled in Walnut creek, CA Insurance License Number 0M37537. (MassMutual refers to Massachusetts Mutual Life Insurance Company) I am licensed to sell insurance in California. Domiciled in Walnut creek, CA Insurance License Number 0M37537. (MassMutual refers to Massachusetts Mutual Life Insurance Company)

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Insurance & Financial Services Agent
      • Apr 2018 - Mar 2021

      - Closed an average of 156 accounts / year, producing a total yearly Premium of over $390000. - 70% average closing rate. - Up-sold 60% of my customers with new products & services. Cross-sold 85% of my account with new products & services. - Closed an average of 156 accounts / year, producing a total yearly Premium of over $390000. - 70% average closing rate. - Up-sold 60% of my customers with new products & services. Cross-sold 85% of my account with new products & services.

    • United States
    • Travel Arrangements
    • 1 - 100 Employee
    • Account Manager
      • Dec 2014 - Dec 2015

      - Managed over 250 accounts / tours in US & Canada that generated $1.5M for the #1 Tour Operator in Europe. - Implemented training program resulting in 25% boost in key client retention & generated 35% more revenue per year. - Developed partnerships with vendors and increased our margin by 20%. - Managed over 250 accounts / tours in US & Canada that generated $1.5M for the #1 Tour Operator in Europe. - Implemented training program resulting in 25% boost in key client retention & generated 35% more revenue per year. - Developed partnerships with vendors and increased our margin by 20%.

    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Marketing Manager
      • Oct 2013 - Jun 2014

      - Increased number of registrants by 80% in 3 months by creating a Social Media Marketing Plan and launching new website. - Reached the 100% capacity in only 6 months and opened a new care-center to manage the overflow. - Created & recruited 6 new positions to open a new center. - Increased number of registrants by 80% in 3 months by creating a Social Media Marketing Plan and launching new website. - Reached the 100% capacity in only 6 months and opened a new care-center to manage the overflow. - Created & recruited 6 new positions to open a new center.

    • United States
    • Hospitality
    • 1 - 100 Employee
    • Manager
      • Nov 2011 - Jun 2014

      - Managed and trained a team of 10, that led to 25% increase in total guest check averages. - Improved inventory tracking systems and saved $54,000 per year. - Reduced customers complains by 34% and increased traffic by 21%. - Managed and trained a team of 10, that led to 25% increase in total guest check averages. - Improved inventory tracking systems and saved $54,000 per year. - Reduced customers complains by 34% and increased traffic by 21%.

    • Business Consulting and Services
    • Account manager & sales development
      • Jan 2006 - Jan 2011

      - Transformed 12 clients into high-earning accounts. - Developed my portfolio from 12 to 112 accounts in 24 Months. - Upsold 45% of my accounts that led to a $1M revenue. - Worked with cross-functional teams to improve customers satisfaction by 35% through better requirement gathering. - Transformed 12 clients into high-earning accounts. - Developed my portfolio from 12 to 112 accounts in 24 Months. - Upsold 45% of my accounts that led to a $1M revenue. - Worked with cross-functional teams to improve customers satisfaction by 35% through better requirement gathering.

    • Broadcast Media Production and Distribution
    • Business development
      • Jan 2005 - Jan 2006

      - Increased number of subscriptions by 45%, by hiring and training a team of 10 sales persons. - Improved the brand visibility by 25%, using a new negotiated marketing plan. - Increased number of subscriptions by 45%, by hiring and training a team of 10 sales persons. - Improved the brand visibility by 25%, using a new negotiated marketing plan.

    • Sales Representative
      • Sep 2003 - Jan 2005

      - Boosted revenue by +33% by working closely with production on developing and implementing innovative products. - Increased brand visibility by +25% each year and consistently achieved & exceeded my targets. - Boosted revenue by +33% by working closely with production on developing and implementing innovative products. - Increased brand visibility by +25% each year and consistently achieved & exceeded my targets.

Education

  • iPEC Coaching
    Ongoing Certified Leadership Coach
    2023 - 2023
  • ESCI International Business School , Lyon III, France
    Master I, Business and Management
    2002 - 2004
  • Agricultural College, Valence, France
    Bachelor Degree in Food processing and Biotechnology, Food processing and Biotechnology
    1999 - 2002

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