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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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