Sales Customer Service

Summary: An aggressive, enthusiastic sales professional with proven

talent for gaining customer trust and loyalty, establishing

instant credibility. Exceptional success in establishing

rapport with clients. Outstanding people skills, sensitive

in assessing needs. Extensive knowledge of insurance sales

and products to include Life & Health, Property & Casualty,

Variable and Fixed Annuities and Ancillary Supplemental

Policies...effectively working with both personal and

commercial accounts. Strong leadership skills, effectively

motivating and directing staff to achieve goals. Present a

polished, professional image.

Experience: HARLEYSVILLE INSURANCE

2005 ~ Present

Southeast Regional Life Manager

. Manage all Sales Activity throughout North Carolina,

South Carolina and Georgia.

. Market Life and Financial products to Independent

Agencies and Large Broker Institutions.

. Perform continuing education classes and training

seminars to better educate agents/representatives on

product knowledge and case design.

RBC INSURANCE/RBC CENTURA INVESTMENTS 2003 ~ 2005

Regional Sales Director

. Responsible for maintaining regional office working

directly with representative and independent agents to

increase sales and productivity.

. Travel throughout the region working with agents in

sales leadership capacity to help them increase income

and promote sales performance.

BANK OF AMERICA/BANC OF AMERICA INVESTMENTS 2000 ~ 2003

Area Sales Manager

. Oversee day to day operations of the Southwest Region

working directly with financial advisors and their

clients.

. Recruit, train, and work with advisors on a daily basis

to help increase their productivity.

. Conduct training and product education seminars

throughout the region.

. Wholesale multiple products to Representatives to

uncover the best solutions.

NC FARM BUREAU INSURANCE, Mooresville, NC 1993 ~ 2000

Insurance Sales Agent

. Multi-line sales agent handling a broad-range of

insurance products to the general public as well as to

community businesses.

. Supported office operations by preparing quotes,

processing claims, taking payments, collections,

customer service, answering phones, and various clerical

duties.

Education: professional development classes & courses Ongoing

Licensed in Property & Casualty, Life& Health, Medicare

Supplement

Fellowship in Life Underwriting Training Council

Certified Senior Advisor, Charter Life Underwriter, Charter

Financial Consultant

UNIVERSITY OF NORTH CAROLINA

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