Customer Service Financial Services
Resume:
Page * of *, D. Sjurson Resume
David A. Sjurson
Mobile: 515-***-****
ad5m22@r.postjobfree.com
OBJECTIVE & VALUE TO THE ORGANIZATION
Positive team player who is passionate about building relationships and motivating groups to achieve results by leveraging my 25+ years of experience in leadership, development, sales and service gained from working in various team cultures in the financial services industry, predominantly in the insurance industry in Iowa and across the nation. CAREER PROGRESSION
My career began with two years in tax and accounting roles after completing my Bachelor’s degree in Public Accounting in May of 1986 – followed by more than 25 years in the insurance industry, supporting sales teams, developing new agents, and building and servicing a book of business. Following are the various roles I’ve held: Bankers Life & Casualty – September 1999 to February 2017 West Des Moines, Iowa
• Regional Development Manager – September 2012 to February 2017 o Invited to leverage years of sales experience to help train new agents to be successful with Bankers.
o Organized schedule, planned logistics and executed new agent success program (3-4 days) each week for multiple Branch Sales Offices in Iowa, Minnesota, Nebraska, Michigan, North Carolina, Tennessee and California.
o Delivered the in-person new agent training program called Centralized New Agent Success (CNAS) using interactive learning, as well as electronic formats, such as WebEx and Zoom, teaching groups of adult learners (agents) in Bankers Life Sales Process, including four main product lines. Focused on key sales techniques expected to be successful in the Bankers process. Led and debriefed role plays to achieve effective adult learning.
o Interacted with and provided feedback to branch and regional senior management about class progress and likelihood to succeed as well as coordinated all communication with branch administrators on class lists, locations, expenses, etc. o Ensured compliant completion of training and managed all compliance paperwork, certification process for new agents.
o Completed Hoopis Performance Network training to become Certified Manager and Coach.
• Career Agent – September 1999 to September 2012
o Consulted with clients about insurance needs, delivered options and completed sales of Individual, Life, Health, and Annuity products to meet the customers’ needs. o Delivered policies, handled customer service for my clients. o Managed all prospecting for my book of business, utilizing various prospecting tools. o Compliantly met customer needs and followed all processes as outlined by the Bankers sales process and guidelines.
o Recognized for excellence in sales and customer service, including New Agent of the Year for the Midwest region in 2000, Agent of the Year for my branch sales office several times, qualifier for several national sales conventions.
o CLTC Certified in Long-term care agent.
Page 2 of 2, D. Sjurson Resume
National Travelers Life – 1990 to 1999 Des Moines, Iowa
• Marketing Analyst – Assisted marketing department with many reports to evaluate and coach sales team. Managed Sales Award Programs. Communicated with sales force on a daily basis to handle issues.
• Commission Accounting Team – Responsible for assisting with all field sales compensation. Handled all compensation statements, answered/handled any questions related to bonus programs and miscellaneous projects dealing with agent compensation.
• Customer Service Representative – Key member of a two-person team overseeing a toll-free phone service called, ‘Phone Facts.’ Our team enabled field associates to contact the company for general items, i.e., pending case information, order supplies, handle basic client policy changes, etc. Our team successfully managed and responded to more than 200 agent needs (phone calls) per day. Security National Bank – 1987 to 1988 Sioux City, Iowa
• Asst. Estate and Tax Administrator – Completed Fiduciary-Trust Income Tax Returns, assisted with trust account and estate administration.
Krull & Lindeman, PC – 1986 to 1987 Sioux Falls, South Dakota
• Staff Accountant – Assisted with audits of Farm Cooperatives in South Dakota. EDUCATION & CERTIFICATIONS
• Hoopis Certified Manager and Coach
• Certified in Long Term Care, CLTC
• Bachelor of Arts, Public Accounting, Sioux Falls College, Sioux Falls, SD, September 1982 to May 1986 Enjoyed being a college athlete as a four-year starter on men’s basketball and baseball teams. Served as two-year captain on basketball and remain #2 on Career Assist list.
• Graduate studies in Sports Administration, Iowa State University, Ames, IA, September 1988 to 1990 REFERENCES
Mr. Josh Hofbauer, Branch Sales Manager
Bankers Life and Casualty, West Des Moines
Work: 515-***-**** Mobile: 515-***-****
ad5m22@r.postjobfree.com
Mr. Steve Freking, CLU, CHFC, Sr. Vice President
Partners Advantage
Mobile: 712-***-****
ad5m22@r.postjobfree.com
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