Insurance Sales
Resume:
Patrick D. Harper, FLMI, ACS
Wayne, PA 19087
610-***-**** - home
610-***-**** - cell
***********@*****.***
Professional Results-driven relationship manager with 15 years of
effective account management experience
Summary and over 10 years of financial services and insurance
expertise. Currently Series 6, Life, Health, Property, and
Casualty Insurance licensed. Accomplished in wholesaling,
account managing, marketing, training, coaching, and cross-
selling. History of working with start-up initiatives and
successfully growing them into substantial divisions through
dedication, innovative ideas, teamwork, and a strong work ethic.
Experience Bankers Life and Casualty - King of Prussia, PA
Financial Services Specialist
September 2009 - present
. Sell Medicare supplements, life insurance, short term care,
long term care, and annuities to new clients through
prospecting, cold calling, leads, etc
. Train, develop, and support new and experienced agents on
annuity opportunities.
. Cross-sell additional products lines to existing and orphan
clients.
AIG American General Group Annuity Division - Wilmington, DE
Regional Vice President
June 2004 - August 2009
. Helped grow this start-up division from $17 million in 2004
to over $200 million.
. Responsible for wholesaling income and group deferred
annuities to institutions and advisors throughout multiple
channels to meet the needs of their individual and business
clients.
. Prospected and implemented new partners, as well as developed
key accounts through strong relationship-building skills.
. Developed creative marketing materials and inventive sales
ideas based on advanced marketing concepts catered towards
the retirement income and distribution needs of companies and
groups.
. Produced and delivered professional presentations focused on
educating key decision makers, advisors, and clients by
conducting retirement seminars, webinars, and advisor
conferences.
. Responded to detailed RFP's and created customized
illustrations for higher premium cases.
. Developed comprehensive training program including fact
sheets, workflows, call guides, etc.
. Conducted initial and on-going training for all internals,
externals, and sales desk employees.
Co-Op Insurance Agency, Inc. - Myerstown, PA
Commercial Insurance Account Manager
October 2002 - June 2004
. Serviced, educated, rounded-out and grew existing business
accounts by offering a full line of commercial insurance
products, including property & casualty, workers comp, D&O,
etc.
. Increased sales and accounts by proactively soliciting new
business and asking for referrals.
. Cross-sold personal lines, life, health, and disability
insurance products.
AIG Insurance Company - Wilmington, DE
Life Insurance/Annuity Conservation/Commercial Insurance Lead
July 2000 - October 2002
. Top sales person selling term life insurance as part of AIG's
Direct Response Team.
. Helped establish AIG's original Annuity Conservation Team
responsible for educating clients about their annuities,
their options, and selling other AIG Fixed and Variable
Products.
. Worked as a wholesale agent demonstrating strong
interpersonal, problem solving, and organizational skills for
an AIG and U.S. Chamber of Commerce joint venture.
. Provided initial underwriting, consultative sales, and
professional service to agents for a variety of commercial
insurance products by working closely with product managers.
Prudential Insurance - Chalfont, PA
Registered Representative
November 1999 - July 2000
. Developed new client relationships utilizing a variety of
financial and insurance products including: annuities, mutual
funds, variable life, whole life, term life, long-term care,
and personal insurance.
. Formulated investment, retirement and survivorship plans by
completing detailed fact finders and through comprehensive
financial analysis.
PageNet - King of Prussia, PA
Account Executive July
1995 - April 1999
. Increased revenue to over 350 existing accounts through
excellent service and development.
. Utilized customized presentation techniques to successfully
expand existing sales territory and product lines, and
achieved sales in excess of 150% over quotas.
. Conducted on-the-job training for newly hired account
executives.
Professional Licenses obtained:
Licenses - Series 6
- Life Insurance License
- Accident and Health Insurance License
- Property and Casualty Insurance License
Obtained the following designations from LOMA (Life Office
Management Assoc):
- FLMI (Fellow, Life Management Institute) designation with
Distinction
- ACS (Associate, Customer Service) designation with Honors
Currently enrolled in the following course from the College for
Financial Planning:
- CRPC (Chartered Retirement Planning Counselor)
Education Eastern University - Saint Davids, Pennsylvania (1998-1999)
Enrolled in the Degree Completion Program with a major in
Organizational Management
Villanova University - Villanova, Pennsylvania (1989-1993)
Enrolled part-time
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