RONALD M RAMIREZ

***** ** **** **.

Davie, FL ***31

954-***-****

acq0c2@r.postjobfree.com

Overview

Field and Career Management award-winning professional with demonstrated

expertise in building and developing Insurance Sales and Financial Service

operations.

Career Highlights

Accountable for 30 years experience in Agency Management, marketing and

sales of insurance and investment products in the Hispanic Marketplace.

Responsible for recruiting, training and supervising highly skilled agents achieving Honor Club production, Sales Leaders and

Chairman's Council.

Attained recognition as Principal, Financial Consultant and Investment

Executive managing individual and institutional investment portfolios.

Exceeded Corporate expectations in performance, mentoring and

developing Sales Managers, General Agents and Registered Reps.

toward future growth.

Co-founder and writing contributor of a Regional Magazine in Wealth

Matters.

Professional Experience

2013-Present- Sales Manager, Futurity First Insurance Group

2010-2012-Life and Health Specialist, AAA South

2008-2009- Director, Business Development, Agents of America

2006-2007 Sales Manager, Western & Southern Financial Group,

2004-2006 Unit Supervisor, Bankers Life and Casualty Co.

Personal Production of Life, Annuities, Health and supplemental

products. Created and developed a Diversified unit to service their natural

and niche markets. Established an appropriate environment to develop

bilingual Agents within the growing community in South Florida. Provided

training on financial planning, insurance concepts sales and products.

2000-2003 General Manager, Mutual of Omaha, Miami, FL

Turn around satellite office into a 25+ agent Division office with two District Sales Managers and a Personal Producing Sales Manager.

Increased sales exceeding 300% year in New First Year Commissions.

Award winning recruiting objectives attained. Developed 5 Registered

Reps. and two District Managers. Leading Agency in Life Business.

1990-2000 District Sales Manager, Mutual of Omaha, San Juan, PR

Turnaround of General Agency into one of the top operations of the

Company at President's Circle level and one of the highest producing

units.

Consistent Field and Career Management award winning Manager,

Baseball Coach Award and Fund Management recognition for record

sales and agent development.

Supervision of 25 agents, attaining Honor Club for outstanding production

in Life, annuities, disability, mutual funds and health coverage.

1988-1990 Investment Executive, Drexel Burnham, San Juan, PR

Portfolio management for individual, corporate and Municipal

Government accounts.

Financial and investment advise in diversified asset allocation strategies,

based on client's objectives and risk tolerance.

Sales in securities, including stocks, bonds, mutual funds, CD's, annuities

and qualified retirement programs.

1977-1987 General Agent, Knights of Columbus, San Juan, PR

Created a multi-force agency with operations in Puerto Rico, Virgin Islands

and the Caribbean.

Increased in force growth from 1.8million to 8 million and 500% increase in

overall production.

Applied innovative marketing and sales techniques to insure progressive

production, exceeding sales quotas of product portfolio.

Education

Bachelor of Business Administration in Finance with minors in Insurance,

Economics University of Puerto Rico, 1975

Licenses, Certificates and Awards

Series 63, 7, 26, NASD(inactive)

215 License, Florida State

Certified Senior Advisor

Fraternal Insurance Counselor, 5 Courses- Chartered Financial Consultant

Registered Federal Employee Benefit Advisor

FMA, CMC, Fund Management Co. Award, Quality Business

Award, PRAIFA Service Award, PROFESA Service Award

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