Sales Insurance

MARY WHITEHEAD

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

**** ****** ****** **** 708-***-****

Westchester, IL 60154 Mobile 708-***-****

Summary of Skills

Licensed Life Insurance Advisor and Financial Services professional with

over fifteen years experience in management, sales, administration, and

operations. Results oriented and detailed professional with the ability to

develop strong client relationships that result in both sales and

referrals.

Professional Experience

Northwestern Mutual Financial Services, Lombard, IL

2009 - 2010

Associate Financial Representative

. Managed and implemented the preparation of client presentations for

the insurance and investment advisor resulting in a 25% increase in

sales and revenue.

. Maintained key interactions with clients, managing and updating files,

schedule meetings, address and resolve all underwriting issues for an

agency of 265 clients, including and increase of 90 clients in 2009.

. Managing the compilation of all pertinent files and documents

resulting in 100% acceptance by home office compliance and audit

departments.

Westchester School District 92.5, Westchester, IL

Para- Professional Grade 4

Substitute School Teacher Pre-K- 8

2003-2008

Stein Roe Mutual Funds, Chicago, IL

1981-2000

Supervisor, Shareholder Services

Instrumental in the numerous facets of the successful transition of

shareholder services to a new site.

. Managed fifteen account representatives responsible for call center

support for the retail product line. Monitored and coached account

representatives to successfully improve sales/service skills.

. Implemented various training and development initiatives for account

representatives.

. Assisted in annual budget and planning process.

Financial Account Representative and Retirement Specialist

. Effectively serviced high net worth clients via telephone and in

person in the resolution of adjustments, transactions and inquiries on

both personal and professional accounts.

. Marketed additional products and services as applicable to pertinent

clients. Drafted client correspondence and updated existing clients

pursuant to regulations of the Securities and Exchange Commission.

. Provided personalized service to corporate clients with over $3

million in assets in retirement accounts. Customers included American

Licorice Co, Canfields and Pepper Construction Co.

. Instrumental in offsite presentations with sales team in marketing

retirement product to prospective clients.

. Provided one-on-one counseling for participants on a quarterly basis.

Operations Supervisor

. Supervised a staff of six agents responsible for completing

transactions for the transfer agent.

. Duties included interfacing with senior management in approving

transactions over

One- hundred-thousand dollars.

Professional Licenses

State of Illinois Life and Health Insurance Advisor 2009- present

NASD: Series 6, 63 and 26. (Held until December 2002)

Education

B.S. Business Administration, Illinois State University, Normal, IL

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