Chase Chapman plays an integral role in our firms operations. He is currently in the process of obtaining his Series 65 Securities License and CA Life Insurance License.
His professional background in direct sales, marketing, and management provides him with a skill set that will help his clients get from where they are to where they want to be.
At the young age of 19, Chase ran his very own branch office of CUTCO—in which he screened, interviewed, trained, and managed a team of twenty representatives who had little to no sales experience. Through his hard work and dedication of committing to the process, Chase and his team eventually produced $60,000+ in new business in a two and a half month time period.
Additionally, Chase and his team finished #1 in the nation for the final week of August, #5 in his region, and #1 in his division that summer.
His ability to foster a positive culture and articulate his ideas through simple yet effective means allows his clients and colleagues to understand the full scope of any given topic.
Before moving into our EFC Family, Chase’s career sales totaled to $115,283.
In his spare time, Chase practices his saxophone, which he has been playing for the past nine years. Chase’s perspective on business stems not only from real world experience, but also business school as well, providing him with the tools necessary to create a sound investment plan for the clients he chooses to work with.