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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx |


Results-driven leader eager to contribute 20+ years of finance and insurance experience to a Sales Program Manager role.


Profile of Qualifications


         Recognized for the ability to devise innovative sales strategies to significantly boost overall company revenue and grow existing client base.

         Expert level knowledge of life insurance, annuities, long term care, mutual funds, Roth IRAs and mortgage protection.

         Continually achieved and surpassed existing sales objectives.

         Skilled in leveraging top-notch leadership skills to conduct in-depth training to significantly improve team performance.


Key Areas of Expertise



   Sales Revenue Growth

  Relationship Building

  Program Management

   Strategic Planning

   Organizational Management

  Training & Development

  Interpersonal Communication

  Attention to Detail


Professional Synopsis


Atlantic Financial Services 2017-Present

Customer Services Representative

         Leverage strong interpersonal skills, coupled with innovative collections strategies, to collect on past-due accounts.

         Boost company revenue by selling insurance products on direct loans.

         Demonstrate a strong attention to detail while maintaining accurate account records.


United States Warranty Corporation 2009-2016

Regional Sales Manager

         Fulfilled critical leadership position responsible for driving revenue and building relationships with Dealer Owned Warranty Companies (DOWCs) throughout assigned territory.

         Strategically identified client needs and made knowledge based recommendations regarding F&I products to ensure fulfillment.

         Recognized for consistently meeting and exceeding sales goals.

         Generated detailed sales reports to identify trends and track sales growth; strategically identified existing opportunities.

         Delivered top-notch service to clients to ensure overall satisfaction and promote retention.

         Developed highly effective tactics to overcome sales objections and boost overall numbers.

         Collaborated with office personnel to identify / resolve claim, underwriting and transmittal issues.


Market Source 2007-2009

F & I Development Representative

         Utilized top-notch interpersonal communication skills to build / maintain solid business relationships and serve as a client representative.

         Tactically identified client needs and implemented individualized solutions.

         Used strong leadership capabilities to conduct in-depth training to boost sales team performance.

         Consistently grew existing client base throughout assigned territory.

         Conducted in-depth market trend research and created detailed projections.

         Maintained open lines of communication with clients and various business units.


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx |


MetLife Insurance Company 2005-2007

Financial Services Representative

         Conducted highly informative presentations for prospective clients to promote a source of financial freedom.

         Demonstrated strong knowledge of life insurance, annuities, long term care, mutual funds, Roth IRAs and mortgage protection.

         Utilized strong interpersonal skills to simplify complex financial concepts for clients.

         Used excellent organizational abilities to schedule appointments, maintain detailed client records and develop strategic business plans.


Previous Positions:

Paul Stine Chevrolet Oldsmobile Inc.; Finance and Insurance Manager 1994-2004

Brown Daub Ford Mercury; Cashier / Clerk 1993-1994

Boyer s Meat Market; Assistant Manager 1987-1993


Education & Professional Development


Life and Health License, State of Virginia, North Carolina and Pennsylvania; Inactive

Series 6 and Series 63 License, State of Virginia, North Carolina and Pennsylvania

Lifetime Economic Acceleration Process (LEAP) Licensure

Association of Finance and Insurance Professionals (AFIP) Certification

Advanced Finance and Insurance Certification, Universal Underwriters Group

Finance and Insurance Certification, General Motors

Basic / Advanced Finance and Insurance Certification, Consumers Marketing Life of the South

Business Coursework Completed, Pennsylvania College of Technology, Williamsport, Pennsylvania

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