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Yyyyyy x. yyyyyy
19 Hemlock Dr. │ Hopewell Junction, NY 12533 │ 845-401-5620 │ abc@xyz.com
Summary of Qualifications
Accomplished leader with a consistent, proven track record of exceeding performance objectives.
Outstanding ability to gain the trust, confidence and respect of key stakeholders, including training personnel.
Exceptional listening, verbal communication and interpersonal skills, including prioritizing tasks.
Areas of Expertise
> New Business Development > Client Acquisition/Retention > Oral Presentations
> Staff Training > Product Education > Seminar Coordination
Professional Experience
Agent/Field Trainer, Bankers Life Feb.
2013-Present
Sell health, dental, vision, life and long-term care (LTC) insurance to customers.
Educate customers about Medicare supplements and plans, annuities and tax-free retirement plans.
Train new and veteran agents on best practices of client acquisition and retention.
Coordinate and execute 30 seminars on an annual basis.
Achievements:
Recognized as a Top Gun Agent and have consistently ranked in the top 10% in the company.
Honored as Office Medicare Supplement Leader in 2015 and 2016 and LTC Application Leader in 2016.
Praised by upper management for developing 10 new agents, seven of which are on an accelerated track.
Education, Training and Certificates
Bachelor of Science (BS), Chemical Engineering and Polymer Science, Pennsylvania State University
Licensed Insurance Agent, states of Connecticut, New York and New Jersey
America s Health Insurance Plans (AHIP) Certified
Certification in Long-Term Care (CLTC)
Completed Emerging Leaders; Situational Leadership II Training; Unit Field Training, Bankers Life
Completed Essentials of Life Insurance Training, American College of Financial Services
Completed Vertical Networking and Recruitment Training, The Weyelman Center
Community Leadership
Member, Saint Vincent DePaul Society
Collaborate effectively with a diverse team of personnel to distribute food to those in need.
Member, Alzheimer s Association
Play an integral role coordinating an annual raffle that raises funds for the organization.
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