Account Manager,Consumer Marketing,Direct Marketing,Inside Sales,Marketing Manag Resume
|Desired Industry: Sales/Demonstrators
|Desired Job Location: Simi Valley, California
||Date Posted: 8/1/2008
|Type of Position: Full-Time Permanent
||Availability Date: 05/08/2008
|Desired Wage: 60000
||U.S. Work Authorization: Yes
|Job Level: Experienced with over 2 years experience
||Willing to Travel: Yes, Less Than 25%
|Highest Degree Attained: Bachelors
||Willing to Relocate: Yes
19 Years Sales Experience in Life, Disability, Mutual Funds and Annuities.
Extensive Knowledge of Fundamental and Advance Insurance, Estate Planning and Business sales concepts and strategies.
3 years In-House underwriting experience on healthy to impaired risk cases.
Lakepark Insurance Marketing Inc. in Simi Valley, California 93065 (Present employment)
 Managed day to day client needs for all facets of the Financial services industry.
 Service included, Sales & Service of Life, Health, and Investment Products.
 Business & Personal Financial Reviews, including both Financial Needs Analysis as well as Estate and Business Planning.
 Individual & Group Product Experience.
 A Value Added Benefits Specialist.
Bysis, Inc. in Woodland Hills, CA
September 2005 to May 2008
 Supported 6 external partners in multiple States and Time Zones.
 Helped set up Stockbrokers, Investment Advisors, etc,with Life Products to meet client's needs.
 Incoming and Outgoing Calls.
 Handling Conference Calls with clients and Legal and Tax Professionals. Wealth Transfer for both small & large cases.
Wholesale Marketing Manager
CPS New Generation in Granada Hills, CA
July 2002 to July 2005
 Managed a group of 900 agents/managers in 22 States, handling illustrations, presentations, liscensing & contracting, case design & case management overview in an impared risk arena.
 Worked mainly with Life Insurance and Critical Illness Plans.
 Maintained daily logs, handled problems, worked with agents in a transparent way, dealing with companies Head office in Toronto, Canada.
Registered Investment Advisor
Metropolitan Life in Westlake Village, CA
June 1992 to June 2002
 Managed over 2000 clients in a book of multi-line business.
 Marketed Life, Disability, Annuties, Mutual Funds & Long Term Care.
 Mentored newer agents and worked in the MDRT/GAMA mentoring Program.
 Worked in the Estate and Business Markets building relationships with clients.
 Continued Education received in multiple industry classes in both Personal & Employee benefits.
Agoura High School in Agoura, California
September 1980 to June 1982
Pierce College in Woodland Hills, California
September 1983 to September 1984
National Assocation Of Security Dealers (NASD) in Washington D.C (Federal)
January 1988 to June 2008
State of California in California
November 1989 to June 2008
Qualification Grade Achieved
General Education 12
General Education Business Pass
Limited Partnerships & Syndictions Series 22 1988 till Current
Variable Life and Investment Sales Designation Series 6 & 63 1989 to Current
Investment Advisor Designation Series 65 2000 till Current
Life and Disability License State Licensing Pass / Current
Account Manager,Consumer Marketing,Direct Marketing,Inside Sales,Marketing Manager,Outside Sales,Product Marketing,Sales,Sales Coordinator,Sales Manager
Candidate Contact Information:
|JobSpider.com has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response.