Livecareer-Resume
JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

Conscientious, authentic and reliable sales professional with 24 Years of experience in annuity and insurance wholesaling, seeking a business development or sales management opportunity. Extensive experience across several distribution channels including bank, independent broker dealer, wirehouse, property & casualty and life insurance agencies.

Skills
  • Business Development - #1 producer of Ohio National fixed indexed annuities in 2017 & 2018 in agency distribution
  • Seminar Development and Delivery - Delivered over 100 client facing group sales presentations focused on retirement planning strategies
  • Public Speaking - Possess superior communication skills and have delivered over 2000 group presentations on annuity & insurance concepts
  • Needs Assessment and Problem Solving - Working with financial advisors and their prospects/clients in a diagnostic capacity with a goal of helping offer solutions that meet customer needs
  • Advisor Training and Education - Trained, coached and mentored thousands of financial advisors
  • Territory Management - Highly adept at geographical sales rotation, budget, time, expense and project management
Work History
01/2021 to Current Owner/Agent Alteryx Inc. | Las Vegas, NV,
  • Managed day-to-day business operations.
  • Operate as an independent life insurance agent.
  • Partner with property & casualty agencies in an effort to help them drive annuity and life inusrance revenue.
04/2019 to 01/2021 National Annuity Director & Regional Life Director Ohio National Financial Services Inc. | City, STATE,
  • Responsible for annuity business development Nationally
  • Worked closely with the Director of Advanced Sales to implement and roll out progressive annuity and life insurance strategies
  • Due to organizational changes brought about by the Pandemic, accepted responsibility for life insurance business development in Northeast Ohio for 2020
  • Provided sales training for Life Field Directors Nationally and participated in agency sales calls on a weekly basis
  • Delivered group sales presentations and webinars routinely
  • Assisted agency partners in joint point of sale customer presentations
  • 21% Year over Year sales increase in 2019
  • 22% Year over Year sales increase in 2020
  • Obtained Life Underwriter Training Council Fellow designation in 2020
06/2010 to 09/2018 Regional Vice President PNC Wealth Management | City, STATE,
  • Field consultation with and wholesale support for bank, independent, wirehouse and agency channels
  • Worked closely with the life insurance Regional Vice President to implement advanced life & annuity strategies
  • Company leader in fixed indexed annuity agency sales for 2017 and 2018
  • Responsible for $75,000,000 annuity sales premium in 2018, realizing a 100% increase from the previous Year
  • Consistently exceeded sales goals and ranked in top quartile for the Company annually
06/2007 to 05/2010 AVP & Wealth Management Advisor Western & Southern Financial Group Distributors | City, STATE,
  • Wholesaler of PNC Wealth Management services, covering PNC financial advisors and bank branch staff in northern Kentucky and southeast Ohio
  • Regularly conducted branch and regional lunch and learns, team huddles and meetings, introducing wealth management services and providing training on referral opportunities
  • Assessed client and prospect needs for wealth management and insurance services
  • Delivered exceptional client experience through timely insight, education and leading client review conversations
  • Assisted clients and prospects in navigating through solutions available from PNC Wealth Management as well as our insurance partners
  • Acted as "financial Quarterback," customizing client teams that best aligned with their needs & objectives
07/1997 to 05/2007 Regional Wholesaler Company Name | City, State,
  • Served as internal wholesaler from 1997-2001, providing sales support to the Regional Vice President as well as bank based financial advisors in assigned territory
  • Promoted to Regional Sales Manager in 2001
  • Moved to Harrisburg, PA from 2001 to 2004 to focus on annuity distribution in Pennsylvania, West Virginia and Maryland in bank and independent broker dealer channels
  • Relocated to Cincinnati, OH in 2005 as Regional Sales Manager covering bank relationships, Ohio, Kentucky, West Virginia, Pennsylvania, Maryland and Washington, D.C.
  • Partnered with life insurance Regional Vice President to cross serve customer base and deliver value added solutions
  • Regularly conducted bank referral and sales training for licensed and non-licensed branch staff
Education
Expected in 05/1997 Bachelor of Arts | History Wittenberg University, Springfield, OH, GPA:

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Resume Overview

School Attended

  • Wittenberg University

Job Titles Held:

  • Owner/Agent
  • National Annuity Director & Regional Life Director
  • Regional Vice President
  • AVP & Wealth Management Advisor
  • Regional Wholesaler

Degrees

  • Bachelor of Arts

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