Self Employed Broker JHI Estate Planning President's Award 2

****-**** ***** ***** ******** Academy years

Sales and service of financial services JHI Pension Design Honor Club 8 years

Insurance and investment products Academy Leaders Conference

Leaders Conference qualifier nine yeara JHI Career Agents 9 years

Sleepys Academy Frequency Leader 6

2012 -2014 Retail Sales JHI Career Managers years

Bedding products in showroom Academy First Female

Advisory presentation system LIMRA Target District Manager

Building rapport, analysis of needs, Marketing Conference (john Hancock)

Complete financial apps, open & close LIMRA Management First Female

banking duties, inventory control Conference Regional Supervisor

SG0 ranked number one in region 2013 University of (John Hancock)

Leader - Increase over previous year Michigan Ann First Female

Harbor, MI Regional Marketing

Sterling Insurance Company Manager (John

2009-2010 Field Sales Manager Hancock)

Supervised staff of agents selling One of two

Medicare Certifications Nationally

Plans to Seniors using cold calling lists Recognized Female

LICENSES: Life, President's Club

Development office open 3 years annuities, health, Qualifiers

Univers / Hodges Mace variable life &

COUNSELOR SALES annuities

Benefits Enrollment call center Series 6, 7, 22, 24,

Enrolled and sold benefit plans to 26

Employees on phone during busy season CLU designation & 9

October & November of 2011, '08, '07, '06 parts ChFC

At Univers and of 2010 at Hodges Mace CSA, Certified

Citistreet Senior Advisor

2001-2002 ACCOUNT EXECUTIVE

Sales and service of financial products PNPP, Pre-Need

(including 403(b) plans for onsite Planner

hospital employees)

Ranked 7 of 50 reps Previous licenses

John Hancock Companies held:

Marketing Representative P&C, PA, Real

1991-2000 Sales and service of financial Estate, General

services ---Honor Club Principal

qualifier every year

Regional Marketing Manager

1986-1991 Sales and service, recruiting

and training in 5 states and 40

agencies for Mutual Fund company covering Professional

800 Registered Reps Organizations

District Manager

1981-1985 Branch manager of Multi-Line Past Officer of NALU

Agency Supervising 3 Staff

Managers, 24 Agents, 9 Clerical employees Past Officer of WLUC

in 3 states including recruiting,

training, seminars, sales Honor Club

qualifier every year

Improved National ranking from 243 to

80 Regional Supervisor

1980-1981 Boston MA

worked in 18 states as Acting District

Manager

promoted to District Manager

John Hancock Mutual

Staff Manager

1977 - 1980 Easton, Pa

Recruiting, training, supervising staff of agents & reg reps

Sales and service duties included in addition to auditing

Honor Club every year

Promoted to Regional Supervisor

Outside sales and Sales Management includes training classes, public

seminars, joint field work in 18 states.

Recruiting and presentation training, licensing training, field training

are some responsibilities of these positions. Auditing accounts and books

of business, handling client inquiries, service requests including problem

solving complaints are some of the duties performed in these positions.

Qualified for producers' conference 18 years including Frequency Awards and

Persistency Awards

Reference Employer Contact Info:

2002 to Present

Edward Dreyer 660 Newtown Yardley Rd Ste 108 Newtown PA 18940 (215)

860- 5053

(owner of Dreyer Financial Services, Inc & CDF Financial LLC)

cell (215) 837- 8893

Frank Francione 660 Newtown Yardley Rd Ste 108 Newtown PA 18940 (215)

860 - 5270

(owner of Francione Financial Services, Inc. & CDF Financial LLC)

cell (215) 208 - 2088

2009 to 2010

Michael Balakier 65 E. Elizabeth Ave. Bethlehem PA 18018

610-***-****

(Market Manager Sterling Life Ins. Co.)

cell 570-***-****

2000 to 2001

Timothy Quigley Timothy was Citistreet Sales

Manager cell 610-***-****

(manager at Lincoln now)

Contact this candidate