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Work experience

Sep 2006Present

Sole Proprietor

Financial Fitness Advisor

INDEXED ANNUITIES and INDEXED LIFE INSURANCE

Cold calling to develop new business

Meet with clients to prepare "Needs Analysis"

Recommend products(s) for their investment strategy going forward

Submit applications to insurance companies

Delivery of annuity and life insurance policies to client upon completion of approval

Advised clients on diversifying their investment portfolios for risk avoidance, providing experience in planning for estate and transference of assets to clients and their heirs.

Dec 2004Sep 2006

Independent Agent

Beacon Retirement Planning Group

Worked exclusively with individuals who were approaching retirement or had already retired.

Implemented a program to aid individuals in their future choices with regard to their investment portfolio

Prepare presentations

Increased life insurance and annuity sales by 20% in my first year and continued the growth throughout my employment with Beacon

Organized client meetings and seminars

Point of contact for clients and prospective clients

Telephone solicitation

Developed relationships with prospective clients

Apr 2004Dec 2004

Auto Sales Representative

Mossy Chevrolet

Consistently top producer

Internet Sales Specialist

Assisted the Used Car Manager in buying and customizing vehicles for resale.

Education

Jan 2005Feb 2005

Certification

Mike Russ Insurance Schools

References

Andrea Yates

Thom Underwood

Bob Regimand

WEALTH STRATEGIES

SUMMARY

Twenty plus year's SALES experience:

  • Inside/Outside
  • Direct/Indirect
  • Business-to-Business
  • Telecommunication
  • Network

For the past 5 1/2 years, I have been selling Indexed Annuities and Indexed Life Insurance products.

I have the experience, desire and ability to provide your organization with a highly successful, productive, professional business associate. I work hard and I work smart.  I possess outstanding communication skills, both in written and verbal form, as well as strong planning, organizational and computer skills.  I am punctual, professional and a highly organized sales representative.

I work well with all personalities and make myself amenable to any given situation.  I will succeed in selling your product.  Additionally, I will “hit the ground running” and smoothly operate in any capacity.

OBJECTIVE

To work in an environment where I can best utilize my sales skills for the benefit of myself and the company.

PHILOSOPHY

My training in life insurance and annuities began with senior citizens as my clients.  Due to the nature of this demographic of client, I developed a very simple philosophy: “No Risk”.  My belief is that in retirement, since one no longer earns an income (or is now living on a “fixed income”) they can no longer afford losses in their portfolio.  I did not choose to trade stocks or securities for this reason:  My financial services do not produce astronomical results, but rather, slow and steady, and thus, they continue to win the race!