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Click here or scroll down to respond to this candidateCandidate's Name
Omaha, NE Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEProfile Million Dollar Round Table sales professional with over 24 years of experience. Fourteen years experience with insurance and financial services products including life, disability income, retirement plans, specialized benefit plans and health insurance. Employee Benefit enrollment experience with large companies. Strong Insurance benefit experience and knowledge. Highly skilled in building territories and management and training of teams. Licensed in Life Insurance, Health and Accident Insurance in multiple States. Work ExperienceBoston Mutual, Internal Sales June 2021 to Present Handle sales for group and worksite products through major brokers across the US. Discuss business needs and create proposals for Broker to present to their clients. Lead a team of 11 agents.Mountain West Insurance, Employee Benefits Broker October 2019 to June 2021 Montrose, Colorado Prospected and sold group health, dental, vision, disability, life insurance and worksite products to businesses from 50 to 500 employees. This involved networking, cold calling and working with commercial brokers for leads. Conducted face to face and virtual meetings with business clients, gathering census information and requesting quotes and presenting to clients.Worksite Benefits, Benefits Enrollment March 2014 to September 2019 Mission Kansas Sell Life Insurance, Core Benefits, Voluntary Benefits, Long Term Care insurance and Disability Income insurance to medium to large companies, hospitals, school districts and grocery chains. Average employer company size for enrollments was 4,000 employees Maximized participation through efficient enrollment processes Collaborated with a team of internal enrollers to provide best enrollment possible Analyzed and interpret insurance programs of employers by extracting data and generating reports Established communications between insurance companies, brokers and clients Established and monitored sales goals for the enrollment team Organized workflow and projects for enrollments Account management of 12 large employers Presented health, dental, vision insurance along with HSA, FSA, accident insurance, cancer insurance, disability and critical illness insuranceInsurance Designers, Internal Wholesaler Feb. 2010 to Feb. 2014 Overland Park, Kansas Wholesale of life insurance products to producing agents in the Midwest. This includes term insurance, universal life, Annuities, Disability Income and Long Term Care Insurance. Consulted financial planners, property and casualty agents and wealth managers on their clients insurance plans Designed the insurance plans for the clientsTarget Insurance Services, Internal Wholesaler May 2008 to February 2010 Overland Park, Kansas Wholesale of life insurance products to producing agents in the Midwest. This includes term insurance, universal life, Annuities, Disability Income and Long Term Care Insurance. Consulted financial planners, property and casualty agents and wealth managers on their clients insurance plans Designed the insurance plans for the clientsPrincipal Financial Group, Sales Manager 2007 to 2008 Overland Park, Kansas Sales and Sales Manager of financial service products Sold life and disability income insurance to businesses and families and trained internal agents on the selling processFaultless Starch/Bon Ami Company, National Sales Manager 1997 2007 Kansas City Grew start up division with 150 customers to a customer base of 5,000. The Trapp brand has become one of the most recognizable of its kind in the country. Sales grew from about $500,000 in 1996 to$7,600,000 in 2003. Duties in 1997 consisted of the growth and survival of the business. This involved going to trade shows around the country to begin expanding the customer base. The duties were diverse and similar to running a start up business.Northwestern Mutual (Gary Hames Agency), Insurance Agent 1985 1997 Shawnee Mission, Kansas Sold life insurance, disability income, retirement plans and specialized benefit plans to businesses and individuals. Built clientele of about 350 Made million dollar round table sales status 4 of the 11 years (2% of agents reach this level) Managed and trained new agents in the business Managed client base with strong retentionEducationRockhurst College Kansas City, MissouriBachelor of Science in Business Administration Accounting |
