Sales Health Insurance
Resume:
Matthew B. DiPippo
Providence, RI ***04
***********@*******.***
Education & Training
****-**** ******** ** ******* in Finance
Rhode Island College
Providence, Rhode Island
Relevant course work: Intermediate Finance, International Finance, Seminar
and Finance and Investments
Summer 2010 Pre-licensing agent education requirement
(Life & Health Insurance Producer Training, Series 6 and 63)
New York Life Insurance Company
Providence, RI
Employment Experience
12/11- Present MassMutual Financial Group; Providence, RI
Registered Representative
Responsibilities include: establishing a customer base, attending biweekly
training & development classes, obtaining all underwriting requirements for
pending cases and cross-selling current clients
Compile and report weekly sales metrics, results and projections
Researched businesses on a regular basis for potential client opportunities
Set up Mutual Funds in and outside of IRAs
Responsible for selling Life and Disability Insurance Policies
Established and maintained Retirement accounts
3/10 – 10/11 New York Life Insurance Company; Providence, RI
Registered Representative
Developed sales and marketing skills by establishing a customer base,
conducted calls and working in an outside sales environment
Attended biweekly training classes
2/06 – 3/10 M.D. Interior Painting; Glocester, RI
Small Business Owner
Responsibilities included: establishing and meeting with customers, job
estimation & supervision of job completion, accounts payable and accounts
receivable, expense tracking, budgeting and supply distribution
9/03 – 10/10 Rally Point Racquet Club; Smithfield, RI
Tennis court maintenance
Professional Licensure & Certifications
02/2010 Life & Accidental Health Insurance Producer
04/2010 Series 6 and 63
References
Available upon request
Contact this candidate