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Sales Life Insurance

Location:
Brentwood, CA, 94513
Salary:
45000
Posted:
May 23, 2016

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Resume:

Ned Bogie 925-***-****

**** *** ***** *****

Antioch, CA 94531 acuwy6@r.postjobfree.com

Offering 25 years of Solid Expertise in the Following:

QUALIFICATIONS & SKILLS:

Top Sales Producer with an Accomplished Track Record of Increasing a Company’s Revenues

FINRA Licenses: Series: 7, 24 & 63

(CLU) Chartered Life Underwriter

(CCA) Certified College Advisor

Estate Planning

Experience in Giving Financial Planning & Investment Seminars

Hire, Manage, Train & Motivate Registered Representatives

Maintain Extraordinary Trust from Established Clients

Effective Problem Solving & Conflict Resolution Skills

Managed Clients Financial Portfolios (Stocks, Bonds Mutual Funds & Alternative Investments)

Experience in the Sales of Insurance & the Training of (160) Life Insurance Professionals in Advance Underwriting Techniques

POSITIONS & ACHIEVEMENTS:

BRANCH MANAGER for LINSCO/ PRIVATE LEDGER (L/PL) FINANCIAL SERVICE, INC., Oakland, CA, 1982 to 2009

Increased the values of high net worth portfolios consistently.

Established effective client relationships that achieved a strong client base.

Recognized by the management to be a productive and results type person.

INSURANCE AGENT for PROVIDENT MUTUAL LIFE INSURANCE COMPANY, Philadelphia, PA, 1975 to 1982

Million Dollar Round Table

SALES REPRESENTIVE for TECHNICON INDUSTRIAL SYSTEMS, Tarrytown, NY

1970 to 1975

Received numerous top sales producer awards for increasing sales revenues.

Position required the sales and management of all accounts in (14) western states with results of exceeding all sales goals.

EDUCATION

Bachelors Degree, Purdue University, West Lafayette, IN

AWARDS & MEMBERSHIPS

Society of Financial Services Professionals, Present

Elected Regional Director, Purdue Alumni Association 1990 to 1993

Board of Director, East Bay Estate Planning Council



Contact this candidate