Insurance agent Resume Sterling, VA - Hire IT People

SUMMARY:

Objective is to obtain a position enabling me to utilize my years of experience in sales and management to achieve outstanding results for your company.

EXPERIENCE:

Confidential, Sterling, VA

Insurance agent

Responsibilities:

Focusing on annuity insurance, my duties are to market and present solutions to individuals and local businesses in the metro area.
Day to day activities include out bound calls to human resource contacts and individuals, followed up by face to face meetings with decision makers to present products and solutions that fit their need.

Investment Consultant

Confidential, Ashburn, VA

Responsibilities:

The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions.
This is accomplished through needs - based conversations that position Confidential as a total solutions provider while preserving our award winning service reputation.
The branch is a performance driven environment that focuses on personal goals as well as branch and organizational initiatives.
Investment Consultants are expected to strive for excellence ensuring that individual performance targets are met while meeting operational and compliance requirements.

Confidential, Sterling, VA

Insurance agent

Responsibilities:

Focusing on health insurance, my duties are to market and present solutions to individuals and local businesses in the metro area.
Day to day activities include out bound calls to human resource contacts and individuals, followed up by face to face meetings with decision makers to present products and solutions that fit their need.

Private Banker

Confidential, Leesburg, VA

Responsibilities:

Provides full-service banking to high value customers and oversees a portfolio of simple and/or packaged-product account relationships.
Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs.
Additionally, resolves inquiries, opens and services accounts within authorized limits such as checking, savings, credit/loan and identifies and refers investment opportunities.
Partners and/or acts as a liaison to other internal departments.
Cross-sells products and services to existing clients.
Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs.
This position requires compliance with the Confidential .

Insurance Agent

Confidential, Sterling, VA

Responsibilities:

Day to day activities include out bound calls to human resource contacts and individuals, followed up by face to face meetings with decision makers to present products and solutions that fit their need.
Winter activity focuses on Medicare supplements and the senior market.
During slow business times, I have contracted out to companies like Merrill Lynch, Humana and Manpower.
I am also currently certified by the NMLS federal registry which was created at the direction of federal banking regulators to fulfill the registration requirement.

Enterprise Enrollment Manager

Confidential, Columbia, MD

Responsibilities:

Once our sales team has identified a prospect, the salesperson and I would qualify the opportunity based upon the number of eligible employees and the type of products selected.
I then schedule the enrollment dates and locations for onsite enrollment of client employees.
I had to reserve my staff for the dates, prepare them on the products being offered and sometimes become the "Closer" if the benefit counselor cannot close the sale during an interview.
Day to day proactive outbound sales calls included qualifying and closing licensed insurance agents as well as end user clients on financial products such as disability insurance and long term care health products.

Contractor

Confidential, Sterling, VA

Responsibilities:

I contracted out to Exxon Mobil, Verizon, United States Postal Service stamp redemption center.
Duties included sales and service as well as general office duties such as sales forecasting, meeting planning and coordination of facilities.

Account Executive

Confidential, Fairfax, VA

Responsibilities:

As an account executive for Confidential, my duties included outside sales of technical certification training to federal government accounts.
Training focused on the Microsoft and Oracle technology. A big win for me while at Aris, was closing the Confidential in London on our training solution.

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Insurance Agent Resume

Sterling, VA

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