Robert Allen

*** ********* **.

Fond du Lac, Wi. 54937

abhd9k@r.postjobfree.com Cell: 920-***-**** Home: 920-***-****

Experience

Allen Consulting 6/2009 - Present

Independent consulting to clients regarding estate planning, compliance issues, product analysis, competition, market changes, tax issues, and total financial

planning.

American Family Insurance

6000 American Parkway, Madison,Wi. 53783

Senior Sales Support Specialist 04/2004-06/2009

Senior Advanced Life Consultant 06/2000-04/2004

Advanced Life Marketing Manager 05/1980-2000

Manage staff in a call center environment, involving answers on questions from customers and agents with life insurance and annuities.

Customer service in a call center environment providing advice on life insurance and annuity products. Assist agents in sales with clients over the

phone and using audio and video conferences. Make pro-active outbound calls to producers to assist in generating new sales. Research competition from other

insurance companies and make recommendations on new products and delivery methods. Present new sales approaches to the field and educate agents on new

product features and benefits. Write technical information for sales brochures to be used by 4,000 multi-line agents. Field work calling on business owners with

agents to present life insurance, health, and annuity products for retirement and financial planning. Training in the field for agents, District Sales Managers and

State Sales Directors. Attend District Meetings and put on sales training sessions. Track sales results from agents and propose sales campaigns to generate more

business for clients. Lead committees to develop new direct market plans over the intranet.

Over twenty years experience in investment and life product development. Creates, and implements advanced sales marketing programs. Proven success in

developing investment products and training programs. Lead consultant for agents pursuing advanced cases in estate, business succession planning, split-dollar,

deferred compensation, pension planning, and long-term care insurance. Assisted in compliance issues with Legal Department. Worked on development of

marketing materials for field use. Participated in committees to research new delivery methods for writing life insurance. . Field seminars for clients, attorneys,

and accountants. Participated as a speaker at State industry conventions.

State Life Insurance Co., Indianapolis, IN

Director of Advanced Underwriting

6/1979-5/1980

Responsible for the marketing of pension programs, estate and business insurance sales; field assistance on large size cases; working with Personal Producing

General Agents. Product input through actuaries and involved in software selection. Field seminars for agents and the public.

Country Life Insurance Co., Bloomington, IL

Attorney-Insurance Planning Division

11/1977-6/1979

Analyzed cases in the areas of business and estate conservation; research tax law changes and update the field force. Joint sales assistance for agents to help close

cases; field seminars for the public on estate and retirement planning

Education

Creighton University Law School, Omaha, NE,

Juris Doctorate - Law, May 1977

Western Michigan University, Kalamazoo, MI

B.A. Dec. 1973

Started on M.B.A. through August 1974

Additional designations:

CLU, ChFC, FLMI, Licensed to practice law in Michigan. Securities designations of 6 and 63. Licensed in all lines for insurance in 50 states

Skills:

Team building, focused on customer service, speaking ability to large groups, excellent training ability, and hard work ethic. Target marketing and

building relationships. Coaching and motivating staff.

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