Sales Insurance

Terrance Thompson

PO Box ****

Morgan Hill, CA **038

Cell: 408-***-****

Fax: 224-***-****

Email: ************@*****.***

Objective:

To take part and work in an innovative and creative environment where I can contribute my sales and financial services skills. To further enhance my sales abilities and grow with a company that has the same vision and goals.

INSURANCE SALES PROFESSIONAL

• Entrepreneurial Insurance Agent with a history of surpassing customer employer expectations. Leveraged consultative-sales strengths to identify opportunities, nurture relationships and close deals

• Dedicated and tenacious sales expert with a reputation for professionalism and exemplary ethics. Remain current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices

Products:

Life, Health, Disability Long Term Care

Retirement planning, IRA’s Estate Planning

401K, Investments

2010-Present Strategic Financial Group of CA San Jose, CA

Associate

Develop and expanded customer relationships by determining their insurance and or financials needs.

Generated new clients from referral based leads, telemarketing, outside calls & mass mailers.

Develop and implemented my sales plan and managed all phases of the sales cycle from prospecting to closing and follow up.

Worked with my Managing Partner to help recruit, contract, and train new agents

2007–2009 Northwestern Mutual Life San Jose, CA

Financial Services Professional

Develop and expanded customer relationships by determining their insurance and or financials needs.

Develop and implemented my sales plan and managed all phases of the sales cycle from prospecting to closing and follow up.

Represented a full line of insurance and financial products, servicing as a trusted professional to businesses and individuals.

2004–2007 TLT Financial Services San Jose, CA

Financial Services Professional / Owner

Owner and President of Insurance Brokerage Company.

Develop and expanded customer relationships by determining their insurance and or financials needs.

Represented a full line of insurance and financial products, servicing as a trusted professional to businesses and individuals.

2000–2003 Mass Mutual Financial Group San Jose, CA

Financial Services Professional / Sales Manager

Trained and recruited new agents to help grow agency.

Coordinated and held weekly sales meeting with agents 2 years experience and under

Develop and expanded customer relationships by determining their insurance and or financial needs.

Generated new clients from referral based leads, telemarketing, outside calls & mass mailers.

Develop and implemented my sales plan and managed all phases of the sales cycle from prospecting to closing and follow up.

Education & Training

1986–1988 Indiana University of PA Indiana, PA

Major: Business

1989-1991 Skyline College San Bruno, CA

• Major: Business

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Designations: Life and Heath License; Series 6 & 63

California Long Term Care (LTC)

Achievements: feature in Newsweek Magazine for outstanding sales 1999, Bronze and silver

Award 1998-2000. Agency leader 1998-2003, Top 100, Pacesetter first 40 1998,

Recent Training: Long Term Care, Estate Planning

Member: National Association of Insurance & Financial Advisors

Volunteer:

Actively involved with in Peninsula Pop Warner 1995-present, Family Giving Tree 2004-2007 and March of Dimes 2003 -present

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