Sales Insurance Agent

Kathryn Roswell, GA

**************@*****.***

Bulloch 770-***-****

Qualifications / Professional Skills Summary

-Decidedly talented sales professional possessing more than 10 years of experience within a diverse industry

segment to include both consumer packaged goods and intangible products/services.

-Exceptional abilities specific to the generation of strategic relationships with key decision-makers in existing and

targeted client organizations (companies of varying sizes).

-Adept in the growth and maintenance of account revenue in excess of $6MM, an increase of 6% over the

previous year; ability to manage client base within a multi-state sales territory.

-Competent direct management over sales team, responsible for incremental growth of 6% within a $6B

organization achieved through the provision of proper training, mentoring and leadership.

-Professional, articulate, and possessing excellent organizational skills, with a heightened ability to converge

upon critical details and elements which ensure delivery of targeted revenue results.

Professional Competencies

SALES SOLUTIONS PROFESSIONAL STAFF TRAINING & DEVELOPMENT TEAM LEADERSHIP

DECIDEDLY ANALYTICAL FISCAL MANAGEMENT & ADMINISTRATION HIGHLY EFFECTIVE MANAGER

ADVANCED PRESENTATION SKILLS COLLABORATIVE MANAGEMENT STYLE STRATEGIC BUSINESS RELATIONSHIPS

Key Accomplishments / Achievements

During tenure as a Sales Executive, provided comprehensive account management and client

relationship services for more than 130 client firms within 3-state territory.

Received organizational recognition on two occasions as “Regional Account Executive of the Month” in

2003 and 2004 for surpassing monthly sales initiatives by 150%.

Professional Summary

Licensed Insurance Agent 2012- present

Senior Services of Georgia, Roswell, GA

• Self Employed Medicare Advantage Sales

• Licensed to sell life and health insurance in Georgia focusing primarily on Medicare Advantage

Sales Support Consultant 2007- 2010

Unum, Disability and Life Insurance, Atlanta, GA

- A Fortune 500 market leader in disability, group life, long-term care, and voluntary benefits.

• Streamlined location initiatives and workload assignments, which elevated branch efficiency, ultimately

contributing to organizational recognition as “Office of the Year” in 2007 and 2008.

• Managed the in-force block management program, achieving 133% of branch goal for 2008 & 2009

• Developed targeted sales presentations for both existing and prospective clients.

• Leveraged extensive experience with the creation of sales and marketing campaigns to affect favorable

influence upon new business opportunities.

• Created positive and effective relationships with broker base utilizing optimal communication practices.

• Our office [out of 35 field offices] achieved the ‘Unum Office of the Year’ award 2 consecutive years for

2007& 2008, and secured record results in 2009

Kathryn Bulloch Page 2 of 2

Regional Account Executive 2001- 2005

Nerac, Inc, Atlanta, GA

- A Research and Advisory Firm for companies developing innovative products and technologies.

• Utilization of a strategic relationship building agenda to deliver formidable results for more than 130

accounts representing $785,000.00 in revenue.

• Generated /delivered definitive sales presentations for client groups as large as 100+ attendees.

• Created customized proposals to develop and execute sales closure within targeted firms.

• Responsible for 100% client retention and overall account development as well as continuous prospecting

of STM industry for future new clients.

Senior Sales Representative 1998- 2001

Equifax Credit Information Services, Atlanta, GA

-A privately-held company w/ annualized revenues in excess of $6B, specializing in credit information products

• Exemplarily skills demonstrated in the actualization of $6MM per year in account revenue, leveraging

strategic client contacts to achieve this rate of success.

• Managed team of 6 direct report sales representatives, providing associate training in the areas of

business development and product education.

• Created targeted marketing campaigns for strategic customers.

• Exceeded goal of 6% increased total revenue for the year 2000.

Sales Account Representative 1997- 1998

Halco Lighting Corporation, Atlanta, GA

Manufactures a complete line of ballasts and lamp types designed for residential, industrial/commercial, and

special lighting applications

• Managed a 6 state territory generating an average of $1 million in annual revenue.

• Executed revenue initiatives to target incremental growth within existing accounts, in addition to the

pursuit of new opportunities through selective “first-time” sales introductions.

• Facilitated closure within an average of 6 new accounts per month monthly.

Education / Professional Certifications

Georgia State University, Atlanta, GA

Bachelor of Arts, Speech Communication

State of Georgia

Licensed Insurance Agent, Accident, Health, and Life

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