Rod Ruggieri, MBA, CLU, ChFC

**** *. ******** ****. acgzfs@r.postjobfree.com Home: 512-***-****

#***** ****: 512-***-****

Cedar Park, TX 78613

Territory Manager/Insurance

Successful professional with consultative insurance product and concept

sales.

Achieved number one territory as Vice President of Bank of America's High-

Net-Worth Insurance Services group. Accomplishment exceeded corporate

goals.

While at Transamerica developed a successful marketing strategy for the

life insurance industry's first equity index universal life product.

Highly developed presentation skills. Completed "Presenting for Results"

training conducted by the Fusion Group.

Highly developed computer skills and software applications.

Areas of Expertise

High-net-worth-insurance Business development Relationship

Territory management Life insurance management

Agent recruiting Prospecting Presentation skills

Fact finding

Professional Experience

Regional Territory Manager

Golden Outlook Insurance Services 2012 to Present

Manage a team of 16 financial services professionals.

Territory sales and marketing development

Great American Financial Resources/Cigna 2011 to 2012

Responsible for supplemental insurance sales.

Business Development 2006 to 2011

Consultant for family owned and operated businesses

Responsible for marketing and sales initiatives.

Provide administrative support.

DeVry University- Austin, TX 2006 to 2009

Lead Faculty Instructor

Instructor for undergraduate business programs

Teach marketing and management courses at the Keller Graduate School of

Management.

Responsible for adjunct faculty teaching effectiveness.

Bank of America High-Net-Worth Insurance Services- Los Angeles, CA

2003 to 2005

Vice President/Consultant

Responsible for marketing and sales of life insurance product in the Los

Angeles territory

Provided life insurance solutions for client's estate and business planning

problems.

Acted as coach, mentor and trainer to Bank of America's Financial Advisors

on estate and business planning concepts.

Worked closely with Bank of America's Trust Officer to solve client's

planning problems.

Developed number one sales territory for the High-Net-Worth Insurance

Services Group.

AXA Financial/Equitable Life- Los Angeles, CA

2002 to 2003

Divisional Vice President/Wholesaler

Responsible for life insurance marketing and sales in the wire house channel.

Conducted continuing education programs on non-qualified deferred compensation

planning (NQDC), and supplemental executive retirement planning (SERP) to

financial advisors of wirehouse firms.

Facilitated client seminars on wealth accumulation planning and estate planning

concepts utilizing life insurance products.

Worked with producers to identify client prospects for insurance, estate and

business planning.

Lincoln Financial Distributors- Los Angeles, CA

2000 to 2002

Regional Account Manager

Dedicated life insurance producer with Salomon Smith Barney.

Assist brokers in the sales process by gathering life and long term care

insurance underwriting information about their clients, preparing case design

solutions and making final point of sale presentations.

Worked closely with Salomon Smith Barneys Estate Planning Specialist to

facilitate client's wealth preservation planning.

Nationwide Life Insurance Company- Los Angeles, CA

1999 to 2000

Regional Consultant

Responsible for life insurance marketing and sales in the wire house channel.

Worked jointly with producers to identify life insurance prospects from their

book of business.

Transamerica Occidental Life Insurance Company- Los Angeles, CA

1996 to 1999

Advanced Marketing Consultant 1996 to 1998

Director of Business Development 1998 to 1999

Developed sales and marketing strategy for the life insurance industry's first

equity index universal life insurance product.

Traveled to 25 states to educate Transamerica general agents and brokerage

managers on the equity index life insurance product design.

Conducted continuing education programs on equity index life insurance product

design.

Provided advanced case design support to Transamerica insurance producers.

Reported directly to the Senior Vice President of variable life product

development and played a key role in designing Transamerica's first variable

universal life insurance product.

Was responsible for wholesaling variable universal life insurance to key

accounts.

Manufactures Life Insurance Company/Manulife Financial- Los Angeles, CA 1994

to 1996

Region Marketing Manager 1994 to 1995

Coverage Review Manager 1995 to 1996 (Promoted from Region Marketing Manager)

Brokerage Manager 1996 (Promoted from Coverage Review Manager)

Responsible for life insurance sales and marketing to individual life insurance

producers.

Prepared strategies to market life insurance product portfolios to life insurance

agents in the affluent individual and business market place.

Developed plans for the Coverage Review team to conduct face to face reviews with

all participating policy owners who purchased contracts prior to 1985.

Education

Master of Business Administration, MBA

Argosy University, Orange CA 2004

Bachelor of Arts, Political Science, BA

University of California, Los Angeles 1987

Chartered Financial Consultant, ChFC

American College, Bryn Mawr, PA 1994

Chartered Life Underwriter, CLU

American College, Bryn Mawr, 1993

Texas Life and Health License

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