Sales Life Insurance

Joseph A. Angel

**** ******* ****** ( GLENVIEW, IL ( 60025 847-***-**** (

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

Professional Profile

Dynamic, articulate, and results-oriented Sales Professional consistently

increasing revenues and market share, favorably impacting profitability,

surpassing goals, attaining corporate objectives and exceeding customer

expectations in a highly competitive industry.

Career History and Experience

Citi Personal Wealth Management, Chicago, Illinois

6/10 - Present

Investment Consultant

. Make proactive business development calls to prospects and clients.

. Present solutions to clients and prospects through face-to-face

meetings.

. Respond to sales leads generated through business partners.

. Recommend the best offering to clients based on client profiling and

suitability assessments.

AMG Advisory Group, Chicago, Illinois

11/09 - 6/10

Independent Wholesaler

. National Marketing Organization representing forty plus insurance

companies including such brand names as; John Hancock, Lincoln

Financial, AXA, West Coast Life, ING and Genworth.

. Working closely with existing relationships from all channels of

distribution on pending life insurance and annuity cases.

. Acting as a go-to person for illustrations, sales kits, client

presentations, point of sale assistance, product knowledge and

questions.

WESTERN RESERVE LIFE, Chicago, Illinois

9/06 - 9/09

Regional Vice-President

Wholesaling Life Insurance and Annuity products for the Independent

Broker Dealer Channel.

. Conducting insurance training sessions for 1-on-1 meetings with

Advisors and assisting them on how to effectively work their book of

business for new insurance and variable annuity sales.

. Successfully conduct 1-on-1 advisor / client meetings and group client

seminars for financial advisors.

. Have successfully developed and maintained key relationships among

Financial Advisors in the Independent Broker Dealer Channel.

. In 2007, received an Outstanding Territory Growth Award for Life and

Annuity Production.

LASALLE FINANCIAL SERVICES, Chicago, Illinois

12/05 - 9/06

Vice-President, Insurance Sales Manager

Managing a top tier Bank Brokerage Financial Services Firm in the Midwest

responsible for meeting and exceeding the insurance revenue goals.

. Working closely with third party marketing organizations such as

Highland Capital and Millennium Brokerage to insure a smooth workflow

process when submitting Life Insurance applications.

. Successfully training and conducting point of sale meetings with

Financial Advisors and their clients to access their insurance needs.

. Successfully coordinating Life Insurance and Long Term Care seminars.

JACKSON NATIONAL LIFE, Denver, Colorado

4/05 - 8/05

Regional Vice-President

Wholesaling Fixed and Variable Life Insurance products in the Midwest

Territory (IL, WI, MN, SD, ND) for the Independent Broker Dealer Channel.

. Conducting insurance training sessions for 1-on-1 and group meetings

with Advisors and assisting them on how to effectively work their book

of business for new insurance sales.

. Out of 17 Territories, ranking #2 in Target Premium and #1 in overall

weighted premium.

. Achieving an average of 25 appointments per week ranking in the top 1%

of all Jackson National Life Wholesalers in the Life Division.

AMERITAS VARIABLE LIFE INSURANCE COMPANY, Lincoln, Nebraska

4/03 - 4/05

Regional Vice-President

Wholesaling Variable Annuities and Life Insurance products in the Midwest

Territory (IL, WI, MN, IA, MI) for the Independent Broker Dealer Channel.

. Six-week rotation set up to solicit business from Advisors throughout

the territory and to service clients.

. Successfully conduct 1-on-1 advisor / client meetings and group client

seminars for financial advisors.

. Achieved 122% of 2004 Variable Annuity Goal.

. Increased Universal Life and Variable Universal Life production by

25%.

ALLSTATE FINANCIAL, Northbrook, Illinois

10/00 - 4/03

Internal Sales Manager (Allstate Financial and Lincoln Benefit Life)

Responsible for managing the Allstate Internal Sales Desk for the Broker

Dealer Channel and the Allstate Agency Channel marketing financial

products to Independent Agents, Wirehouses and Captive Agents.

. Manage a staff of 13 consisting of Team Leaders, Internal Wholesalers

and Sales Associates.

. Work closely with External Wholesalers, Key Account personnel and

National Sales Managers.

. Train Internal Sales Desk team on new products, key selling concepts

and promotions.

LASALLE FINANCIAL SERVICES, Chicago, Illinois

6/93 - 10/00

Assistant Vice President Investments, Investment Representative

. Aggressively cold-call and generate leads and sales while also

servicing existing clients.

. Successfully sell and service mutual funds, fixed annuities, variable

annuities, and other financial services products.

Accomplishments:

. Earned prestigious President's Council honors in 1997, 1998, and 1999.

1999: $12M in Sales 1998: $11M in Sales 1997: $12M in Sales

Top 1% Producer Top 1% Producer Top 1% Producer

$562K gross revenue. $356K gross revenue. $463K gross revenue.

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LICENSES

Series 6, 7, 26, 63

Illinois Life and Health Insurance

EDUCATION

UNIVERSITY OF ILLINOIS, Champaign/Urbana, B.S.

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