Life and Annuities Specialist Resume Example
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LIFE AND ANNUITIES SPECIALIST
Career Focus
Entrepreneurial, High Energy, Motivated, Hunter and Farmer, C-Level, Sales Leader.
Summary of Skills
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Accomplishments
- 3 President's Club Award recognized for achieving 120% sales quota
- 5‐time recipient of the Million Dollar Club Award
- Leadership Award for highest number of new distributors and excellence in sales training
- Rookie of the Year Award
- Hired and successfully started Baxter Home Care Division
- Took HDI Medical Device Manufacturer from startup to Public Stock
- Started Diabetes Mail Order went from 0 to 6K clients sold to Medco
Professional Experience
Life and Annuities SpecialistSep 2015 to Current
Ametek, Inc. － Santa Clara , CA
Ametek, Inc. － Santa Clara , CA
- Called 100 warm leads each week to expand client base.
- Ranked in top 20% of sales representatives out of 60 representatives in the Southern region.
- Consistently met and exceeded department expectations for productivity and accuracy levels.
- Trained sales teams on educational products at seminars and special events.
- On target to surpass annual quota by 110%.
- Accomplishments 4 in sales out of 14 last quarter with Company.
Independent Insurance Agent / Broker Apr 2014 to Sep 2015
Tarkenton Financial － City , STATE
Tarkenton Financial － City , STATE
Presented and clearly explained insurance policy options to clients based on their needs and goals. Pursued continuing education and training programs to continue professional development. Promoted agency products to customers in person, on the telephone and in writing.
Director of New Business Development Aug 2013 to Apr 2014
Medicare.com － City , STATE
Medicare.com － City , STATE
Increased monthly sales by 50% by implementing strategies to develop and expand existing customer base.
Identified strategic partnerships and gathered market information to gain a competitive advantage.
Coordinated and managed major proposal processes from initiation to implementation.
Life, Health, Dental, Disability, Annuity Agent Jan 2011 to Sep 2015
Shay LLC － City , STATE
Shay LLC － City , STATE
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Retained 80% of policyholders during annual renewal period.
Called 100 warm leads each week to expand client base.
Promoted agency products to customers in person, on the telephone and in writing.
Founder / Owner / National Sales Manager Jan 2002 to Jan 2011
Serenity Medical LLC － City , STATE
Serenity Medical LLC － City , STATE
Managed a $1,000,000 sales portfolio.
Led sales calls with team members to establish sales and customer retention goals.
Grew number of customers by 300% in 5yrs.
Hired and trained all sales staff for new store location.
Generated monthly and annual sales reports.
Created and directed sales team training and development programs.
Resolved customer complaints by exchanging merchandise, refunding money and adjusting bills.
National Accounts ManagerApr 1987 to Jan 2016
Home Diagnostic Inc － City , STATE
Home Diagnostic Inc － City , STATE
Trained in negotiations and time management.
Maintained productive relationships with existing customers through exceptional follow-up after sales.
Updated database with customer and sales information.
Established new customer accounts.
Informed management of special sales and service issues.
Achieved $250,000 monthly sales goals.
Cold-called prospective customers to build relationship.
Senior Territory Account ManagerApr 1983 to Apr 1987
Baxter Travacare Division － City , STATE
Baxter Travacare Division － City , STATE
Cold-called prospective customers to build relationship.
Filled out expense reports for accounting.
Maintained productive relationships with existing customers through exceptional follow-up after sales.
Generated high volume of referrals.
Updated database with customer and sales information.
Achieved $100,000 monthly sales goals.
Education
Bachelor of Science, Respiratory TherapyGeorgia State University － City, State, USA
Associate of Science, Respiratory TherapyBroward College － City, State, USA
Professional Affiliations
Licensed Life and Annuity Agent, State of Georgia, Active #2813162
Licensed BS RRT, NBRC Active #10011
Personal Information
Place of Birth: Litchfield , IL,
Date of Birth: January 3rd
Present Residence: Atlanta, GA
Sex: Male
Status: Married with 1 grown son
Hobbies: Running, Golf, Biking
Skills
Account Management, Accounts Payable/Receivable, Budgeting, Business Development, Client Relations, Cold Calling, Computer Literate, Computer Proficient, Creative Problem Solving, Credit and Collections, CRM Systems, Customer Needs Assessment, Customer Satisfaction, Customer Service,
Lead Development, Multi-Task Management, Payable/Receivable, Reporting, Sale, Statement Billings, Territory Sales Experience
Additional Information
- Volunteer at Homeless Shelter
- Volunteer at Church
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Resume Overview
School Attended
- Georgia State University
- Broward College
Job Titles Held:
- Life and Annuities Specialist
- Independent Insurance Agent / Broker
- Director of New Business Development
- Life, Health, Dental, Disability, Annuity Agent
- Founder / Owner / National Sales Manager
- National Accounts Manager
- Senior Territory Account Manager
Degrees
- Bachelor of Science , Respiratory Therapy
Associate of Science , Respiratory Therapy
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