Robert Montgomery

Work History

Work History
Jul 2014 - Present


Eldercare Associates

I currently work as an agent for Eldercare Assoc.I write all medicare lines including Medicare supplements, Medicare Advantage Plans and prescription drug programs.I am very good at making clients comfortable and helping them make the right plan choices.

Jul 2008 - Jun 2014


Montgomery Insurance Services

I ran my own agency selling,Life,Health and Medicare products.

Sep 2007 - Jul 2008

Territory Developer

United Healthcare/Ovations

I was responsible for hiring and training a sales team to sell medicare advantage and prescription drug programs to medicare eligible clients.I was responsible for the western half of Virginia and had a sales team of 10 agents.I set up and attended all event marketing and seminars as well as communicating lead assignments and sales objectives/results on a daily basis.Oversight and compliance of all sales activities in my territory were overseen by me.

Oct 2005 - Sep 2007



I was hired as an agent and upon completion of sales school I began educating and enrolling medicare beneficiaries in the new medicare advantage and prescription drug programs.I worked in 2  walmart locations and covered lead appointments in homes.In January 2006 I was promoted as sales manager of the Northern Va. territory.I hired 8 agents and was responsible for lead assignments,training,seminar events,meeting sales and production goals as well as compliance oversight.In 2006 our team was number one in the company nationwide.

Jul 2003 - Oct 2005


Montgomery Insurance Services

I sold  voluntary workplace benefits as an independent contractor for AFLAC and Allstate Worksite.I am proficient in securing the meeting with business owners to gain access to employees and in the subsequent explanation of available benefits and enrollment process.

Jan 2002 - Jul 2003

Membership coordinator/Team Leader


I explained and educated potential clients about the different types of life insurance and benefits available to them through AAFMAA and helped to enroll them in the appropriate plan.I also helped to conserve business or to convert to a policy that better fit their needs.Most sales were on the phone,but some were also in the office.I was promoted to team leader and assisted team members in sales and service to members.


Sep 1981 - May 1986

Bachelor of Science

Radford University

Geography with emphasis on Cartography and Planning

Military Science and ROTC Graduate

Sep 1981 - Dec 1985

U.S Army Commisson

Radford University

I served in the Army ROTC while at Radford.As an SMP cadet I attended Basic and AIT at Fort Benning in the summer of 1983.Upon graduation I served in the VAARNG as well as participating in ROTC at college.In December 1985 I Recieved my commission as an Army Infantry Officer  from President Reagan.In June 1986 I attended and graduated from the Infantry Officer Basic Course at Fort Benning and served in the Virginia Army National Guard and Reserves until honorably discharged in 1999.




I have been an insurance agent


As an Army Infantry Officer I lead a rifle platoon and a mortar platoon.Gained leadership experience in military schools and in the field.As a manager for Humana I hired and developed one of the top sales teams in the country.