Sales Insurance

MICHAEL GEERTSEN

Email: abpiou@r.postjobfree.com

Address:

City: MILWAUKIE

State: OR

Zip: 97267

Country: USA

Phone: 503-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Motivated sales professional with 15 years sales and marketing experience.

Educational Background:

High School Dipolma from Portland State University, Portland OR 1/2001 to 5/1986 (Business & Psychology)

Job History / Details:

Career Focus

Motivated sales professional with 15 years sales and marketing experience.

Summary of Skills

Insurance sales

Retirement planning

Business sustainability

Customer needs assessments

Employer presentations

Marketing

Client acquisition

Customer targeting

Financial planning

Seminar presentations

Professional Experience

September 2002 to July 2012

Bennett, Herman & Geertsen, LLC Clackamas, Oregon

Insurance Broker/Financial Adviser

Implemented financial planning recommendations.

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

Retained and ensured proper handling and care of existing client accounts.

January 1986 to December 2002

United Employer Benefit Corporation Portland, OR

Health Insurance Broker

Taught potential clients about products through seminars and other special events.

Emphasized product features based on analysis of customers' needs.

Provided a high level of product and leadership support to representatives and clients.

Reviewed, researched and negotiated insurance, health plans, benefit packages and other contracts.

Education

Portland State University Portland, OR

Business & Psychology

Completed two years of undergraduate studies at Portland State University focusing on Business Administration and Psychology.

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