Insurance Sales
Resume:
GREGORY S. PATTERSON, RHU
BOCA RATON, FL 33432
Email: **********@*******.***
OBJECTIVE:
Seeking a high level sales or management position with a quality
organization that is in need of a power positive individual to help meet
and exceed all corporate goals.
QUALIFICATION SUMMARY:
15 years successful sales and management background with outstanding
achievements in both a large corporate environment and sole proprietorship.
Experience features entrepreneurial skills in a competitive insurance
industry.
1.
CAREER HISTORY:
BOCA BROKERS INSURANCE AND INVESTMENTS, BOCA RATON, FL
OWNER, INSURANCE BROKER 5/94 TO PRESENT
Products include: Group Insurance, Annuities, Life Insurance, Health and
Disability Insurance.
JOB ACTIVITIES:
. Successfully established insurance brokerage agency with over 500
clients.
. Hired, trained, and supervised up to 25 employees.
. Marketed successfully through direct mail campaigns, television,
newspaper advertisements, flyers, and telemarketing.
. Created joint venture with mortgage broker providing clients
insurance.
. Contracting with numerous insurance companies to offer prospects and
clients the best policy.
. Assisting high risk clients in obtaining coverage through substandard
insurers.
. Sold mortgage protection products to individuals and families.
. Advertised, hired and field trained over 50 agents selling various
life and health products.
ACHIEVEMENTS:
. Agency produced in excess of $6,000,000 in Life Premium over several
years.
. Managed and motivated insurance agents achieving high submitted and
paid per lead ratios.
. Qualified for convention trips and year end profit bonuses.
. Won many awards including manager of the year as well as yearly
outstanding achievement award.
THE GUARDIAN, BETHESDA, MD
GROUP SALES REPRESENTATIVE, 9/86 TO 4/94
Products Included: Group Life, STD, LTD, Dental, Medical, and 401K
JOB ACTIVITIES:
. Prospected agents and brokers to establish clientele base.
. Assisted agents and brokers in product development and selling
strategies.
. Conducted employee meetings explaining Guardian products and benefits.
. Sold directly to customers with or without broker.
. Visited agents and clients on a routine basis educating new products
and updating state insurance laws.
. Trained group representatives in preparation for future careers.
ACHIEVEMENTS:
. Nominated for "Rookie Salesman of the Year".
. Finished 2nd out of 11 in the Mid-Atlantic Region in 1992.
. Finished 1st out of 14 in the Mid-Atlantic Region in 1993 in Group
Dental and Disability.
. Performed major role in supporting the Mid-Atlantic office winning the
award for "Best Overall Production" in 1993.
. Successfully trained, managed, and sold Guardian products with over
100 insurance agents.
. Increased sales production on a yearly basis.
. Consistently ranked one of the top group representatives in the Mid-
Atlantic region.
. Active member in the District of Columbia Life Underwriters
Association.
OTHER ACCOMPLISHMENTS:
. Dale Carnegie Graduate.
. Achieved RHU designation.
. Completed "Professional Selling Skills" course by Peter Rogan/Thomas
Behr & Associates.
. Passed 4 parts of the LUTC course.
. Highly trained polished salesman and manager.
. I guarantee high level results for challenging opportunities.
EDUCATION:
SHIPPENSBURG UNIVERSITY, SHIPPENSBURG, PA
B.A., 1986, football player and coached 3 years
PERSONAL:
Volunteer Boca Helping Hands
Professional restaurant critic
Willing to travel and relocate
Will consider sales or management outside the insurance industry
REFERENCES:
Available upon request
Contact this candidate