David Merlin

*** ******** ****, #******, ***** Palm Beach, FL 33408

561-***-****

acckcv@r.postjobfree.com

Qualifications/

Professional Skills

Ability to leverage consultative-sales strengths to identify opportunities, nurture

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relationships and close deals

Dedicated sales expert, remaining current on the latest trends in the industry, with

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comprehensive knowledge of financial and insurance products, services and best practices

Excellent communication and people skills, exhibiting a highly professional image

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Highly motivated team player with ability to multi-task, make quick decisions and solve problems

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Licensed Insurance Professional - 215 Life, Health and Annuities, 220 Property and Casualty

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Experience

May 2008 - Present, RM Anderson, Inc., North Palm Beach, FL

Insurance Sales Professional, Employee Benefits

• Customize insurance programs to suit individual/group customers, often covering a variety of risks.

• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the

completion of appropriate forms.

• Calculate individual/group premiums and establish payment methods.

• Seek out new clients and develop clientele by networking to find new customers and generate lists of

prospective clients.

• Perform administrative tasks, such as maintaining records and handling policy renewals.

• Understand and explain features of various policies to promote sale of insurance plans.

• Call on policyholders to deliver and explain policies, analyze insurance programs and suggest additions

and/or changes.

April 2003 – April 2008, Alzheimer’s Care Taker, Chicago, Illinois

Private Assistant

Responsibilities included full-time care of Alzheimer’s patient. Duties involved

daily, weekly, and monthly measures to maintain an orderly, organized, and

secure household, as well as superior patient care. Handled all healthcare

related demands.

April 1995 - March 2003, Merlin's Vending, Royal Palm Beach, Florida

Owner and Manager

Presided over a successful and profitable vending business. Generated and

maintained accounts through direct customer contact. Managed all aspects of

daily business including machine repairs, product delivery, inventory, sales, and

support.

Education & Training

Designations: 215 Life, Health and Annuities and 220 Property and Casualty Licenses

Recent Training: Long-term care

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