Robert S. (Bob) Cole
Hendersonville, TN 37075
Phone: 615-***-****
Fax: 615-***-****
OBJECTIVE: To find a Management/Sales position where I could manage,
train, and sell while helping other agents reach their goals. I am looking
for a base salary plus commission compensation and include a benefit and
retirement package. I have extensive experience in Payroll deduction and
Annuities marketing.
EXPERIENCE:
05/05/14 to Present Combined Worksite Solutions - Duties include:
Marketing Life and Health insurance products to
individuals through Employer groups by way of Payroll
deduction as a Benefits Counselor/Enroller.
04/01/14---05/02/14 BCI Enrollment Telephonic Enrollment Firm -- Duties
include: Marketing Life and Health insurance
products to individuals through Employer groups by
way of Payroll deduction as a Benefits
Counselor/Enroller
10/01/13-03/31/14 Visual Benefit Communications - Duties include:
Case Management of Large Enrollments, including
building training, finding and training enrollers,
setting up all travel arrangements, rental cars,
hotels, air travel, as well as managing the onsite
enrollment process and reporting those daily results
to VBC.
06/05/13---10/01/13 Bob Cole Financial -- Duties include: Marketing
Life and Health insurance products to individuals
through Employer groups by way of Payroll deduction
as a Benefits Counselor/Enroller
08//17/09---06/05/13 Hodges Mace Benefits Group - Duties include:
Marketing Life and Health insurance products to
individuals through Employer groups by way of Payroll
deduction as a Benefits Counselor/Enroller.
6/01/1996-Present Bob Cole Financial Services
Represented various Life, Health, and Retirement
companies.
1996-1999 World Marketing Alliance
Managed, trained, recruited agents
1997-07/2001 - Southeastern Benefits
Enrolled, Supervised, trained agents on Payroll
Deduction Cases
07/2001-to Present - Colonial Life Insurance
Enrolled, Trained agents, Marketed Payroll deduction
products. I still maintain a contract with Colonial
Life to receive renewals.
02/2003-12/2008 District Development Manager
Colonial Life
Developed agents, Enrolled, Trained Agents, Called on
existing accounts, Sales to new accounts and called
on Brokers
Other Enrollment firms I have enrolled for prior to 2009 include:
Willard Block, North Carolina
Hodges Mace, Atlanta, Georgia
EBC/Employee Benefit Communications-08/01-12/2008
AIG/American General-08/27/07-12/01/07
Combined Worksite Solutions-05/21/07-12/08
06/01/1996-Present Bob Cole Financial Services
Represented various Life, Health, and Retirement
companies.
1996-1999 World Marketing Alliance
Managed, trained, recruited agents
1997-07/2001 - Southeastern Benefits
Enrolled, Supervised, trained agents on Payroll
Deduction Cases
07/2001-to Present - Colonial Life Insurance
Enrolled, Trained agents, Marketed Payroll deduction
products. I still maintain a contract with Colonial
Life to receive renewals.
02/2003-12/2008 District Development Manager
Colonial Life
Developed agents, Enrolled, Trained Agents, Called on
existing accounts, Sales to new accounts and called
on Brokers
06/01/2005 - 05/2007 National Agents Alliance - Duties include:
Marketing Life insurance products and Annuities to
Individuals through Mortgage leads, recruiting and training
agents, presenting the opportunity at recruiting meetings
(includes agents in TN, CO, NV, and TX).
07/15/1975-060/01/1996 Lincoln National Life, Agent - Duties included
selling individual Life and Health, Group Health,
Variable Annuity and Mutual Fund products.
03-1976 Entered Assistant Manager Intern program
Assistant Manager in Disability Sales Unit
1980-1982 Area Benefit Coordinator for Payroll
deduction sales area (set up cases,
trained agents)
Taught LUTC Disability Course
1979-1996 Marketed 403(b) annuities, nonqualified
annuities, and mutual funds to teachers
and hospitals.
06/01/1993 Lincoln National Life Nashville TN
Moved to Nashville, TN
02/01/1994 Regional Manager of Annuities
Duties included Marketing Annuities and
Retirement Plans Personally
Overseeing sales in Kentucky and Tennessee
Training Agents
Maintain a profitable product line by
increasing annuity sales
07/03/1973-07/15/1975 Central Forwarding Moving and Storage - Moving
consultant: Duties included outside sales calling on
current accounts and attaining new accounts for the
purposes of estimating and moving local and long
distance residential and office moves.
09/01/1968-07/03/1973 Koza's Dinnerware and Electronics - Duties included
retail sales and general warehouse duties.
Education:
I graduated from Pearland High School, TX in 1969.
I attended Alvin Community College in Alvin, TX.
I have three parts of the CLU designation completed.
I have attended several different Sales Training courses which include the
Dale Carnegie Sales Course, Bryan Tracy - The Psychology of Selling, Larry
Wilson - Consultative Selling, as well as other Industry related Sales
Courses.
I currently hold a Life and Health resident license for the State of
Tennessee as well as holding non-resident licenses for several additional
states
REFERENCES Available upon request