Customer Service Sales
Resume:
CHARLES A. "TONY" MORRISON
*** ** *** ** *. Suite 213 ( Sebring, FL 33870 ( 863-***-**** ( (800) 670-
**** ( Cell 863-***-****
*******@**********.***
Seeks to excel as ANNUITY& LIFE INSURANCE WHOLESALER
SUMMARY OF QUALIFICATIONS
Florida Life, Health and Variable Annuity License ( Multiple Non-Resident
Insurance Licenses
( Over 18 years of highly successful leadership experience in planning,
business development, sales and training.
( In-depth knowledge of the insurance/annuity industry, with proven
abilities to recruit and inspire top performers.
( Able to assess potential clients' needs and desires, then to deliver
presentations/solutions that exceed expectations.
( Creative, results-oriented relationship builder, attentive listener,
persuasive communicator and adept motivator.
SELECTED ACHIEVEMENTS
Grew annual annuity premiums from zero to $40 million
Built trusting, durable business relationships in every position
Optimized excellence of solid customer service to increase referrals
Educated staff and clients about product value, reliability and efficacy
PROFESSIONAL EXPERIENCE
Pinnacle Insurance & Financial Services, LLC, (2009 - Present)
Vice President Annuity & Life Sales
Assisted Independent Agents and Financial Advisors with
marketing of Annuity and Life Products. Developed and managed
new relationships with distribution partners to enhance their
overall growth in the Annuity and Life Insurance arena.
Recruited IMOs/ NMOs to the Pinnacle platform for both Life
Insurance and Annuities. Coordinate with MGAs on marketing
campaigns to increase production. Presented at numerous
seminars and meetings for IMOs, MGAs, agents and clients.
The Insurancemart, Inc., Sebring, FL (1999 - 2009)
( CEO/President
Built field force that generates annual annuity premiums of $40
million. Initiate relationships
with agents/staffs to stimulate annuity and life production.
Collaborate with insurance company
marketing managers/executives to develop annuity and life
markets. Lead company to be a strong
competitor through innovative marketing campaigns.
Oversee strategic planning, budgeting, business development,
recruitment, training and sales
seminars. Facilitate agents' new business, commissions and
policy service.
American Investors Life (merged with Financial Benefit Life / The
Insurancemart), Topeka, KS (1999)
( Marketing Director
Led growth of fixed annuity business with established/new
agents, IMOs and Brokerage General
Agents (BGAs). Liaised between company and agents/IMOs/BGAs.
Coordinated with Sales Vice
President and Chief Marketing Officer to identify and establish
new distribution partners.
Managed product/sales training through IMO-sponsored meetings
and seminars. Worked with
internal wholesalers, new business and transfer team to develop
solid customer service.
Financial Benefit Life and subsidiary The Insurancemart, Boca Raton, FL
(1991 - 1999)
( Sales Director (1997 - 1999)
Directed daily marketing of fixed annuities. Facilitated
business planning, recruitment and
training on products, market positioning and company
procedures. Partnered with senior
leadership in strategic planning and budgeting. Supported
sales development of new products.
Charles A. (Tony) Morrison
( Marketing Representative (1991 - 1997)
Prospected among established agents and organizations. Forged
new producer relationships
through phone calls, direct mail and referrals. Consulted with
agents to determine best-suited
annuity and life products. Prepared marketing materials and
presentations. Marketed products
and services at trade shows and seminars. Earned promotion to
Sales Director.
Metropolitan Life, Springfield, MO (1989 - 1991)
( Account Representative
Sold life, annuity, health and disability income products.
Built business through cold calls,
referrals and seminars. Performed client reviews, assessed
needs and set/updated goals.
LEADERSHIP AND MEMBERSHIPS
Past President, Rotary Club of Sebring ( Board of Directors, Rotary Club of
Sebring Charities, Inc.
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