Insurance Sales
Resume:
MATTHEW MURBACH
Duluth, GA **096
********@*****.***
PROFESSIONAL SUMMARY
Highly analytical and personable professional with experience in financial
services (6 years), information technology technical support (4 years),
call center environments (7 years), counseling (4 years), sales (7 years)
and higher education (2 years). Extensive education in finance, economics,
statistical analysis and operations research, business and counseling.
PROFESSIONAL EXPERIENCE
FINANCIAL ADVISING
Integrated fundamental financial principles with securities, insurance,
variable and mortgage products into comprehensive strategies for
individuals and families.
Designed plans focusing on cash flow management, debt management, emergency
fund creation, insurance protection, long-term savings and investment, and
estate planning.
SECURITIES
Marketed mutual funds, variable annuities, variable universal life
insurance, unit investment trusts, qualified plans, and education savings
plans.
As a branch office supervisor, evaluated, corrected and approved securities
business.
Evaluated securities from dozens of providers to determine the best
securities for clients.
Maintained branch office literature and paperwork.
Trained registered representatives.
INSURANCE
Marketed variable, universal, whole, and term life insurance.
Marketed mortgage protection, health, disability, long term care, accident
and sickness, critical illness and cancer care insurance products.
Marketed variable, indexed and fixed annuities.
Asked targeted questions to show vulnerabilities in a client's financial
situation so client needs were acknowledged, then explained and
implemented a proper insurance solution.
Assisted clients with claims and other service matters.
Trained agents.
MORTGAGES
Worked with fixed, adjustable, conforming, non-conforming, sub-prime and
FHA loans.
Determined the most appropriate mortgage for a borrower's situation.
Assisted potential borrowers in filling out mortgage applications.
Collected and delivered additional required documentation.
Interacted with the processors and underwriters.
Assisted with the closing.
Supervised and trained junior loan officers.
TECHNICAL SUPPORT
Provided extensive telephone, dial-in, and online support for customers and
on-site colleagues for several versions of an enterprise resource planning
software package.
Worked with sales orders, purchase orders, inventory management, accounts
payable, accounts receivable, general ledger, sales analysis, and
specialized software modules.
Programmed updates and custom modifications on customer systems.
Assisted with hardware and UNIX and Windows NT operating system problems.
Wrote technical and educational documentation for colleagues and customers.
COUNSELING
Counseled clients who are in difficult relationship, family or financial
situations.
Connected clients with local resources and social services.
INVENTORY MANAGEMENT
Coordinated the receipt, initial placement, movement, consolidation, and
activity confirmation for hundreds of products.
EDUCATION
Taught two Math For Business courses and one Modern College Math course,
personally designing all curricula and examinations.
Assisted with teaching several social science courses.
Conducted research for several professional journal articles.
EMPLOYMENT HISTORY
Insurance Professional, Combined Insurance, Atlanta, GA
Long Term Care Specialist, ACSIA Long Term Care, Home Office in Fort Myers,
FL
Insurance Professional, Total Mortgage Protection, Home Office in
Wellington, FL
Loan Officer, Global Lending, Dunwoody, GA
Counselor, Birthright, Chamblee, GA
Branch Office Supervisor and Registered Representative, World Group
Securities, Duluth, GA
Insurance Professional and Senior Loan Officer, World Financial Group,
Duluth, GA
Technical Support Specialist, INFOR (formerly Software Solutions), Duluth,
GA
Inventory Coordinator, Libbey Glass, Toledo, OH
Instructor, Owens Community College, Rossford, OH
Research And Teaching Assistant, Bowling Green State University, Bowling
Green, OH
LICENSES AND DESIGNATIONS
Life, Accident and Sickness insurance license in Georgia, Arizona, Ohio and
New York.
Series 6, 63, and 26 securities licensed from 2001-2004.
EDUCATION
BOWLING GREEN STATE UNIVERSITY - Bowling Green, Ohio
Master's Degree in Human Development and Family Studies
Bachelor of Science Degree in Psychology, Departmental Honors
CARNEGIE MELLON UNIVERSITY - Pittsburgh, PA
Bachelor of Science Degree in Applied Mathematics and Managerial Economics
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