dave McHenry

Email: abpmhr@r.postjobfree.com

Address: **** ***** **.

City: west Chester

State: OH

Zip: 45069

Country: USA

Phone: 513-***-****

Skill Level: Management

Salary Range: $60,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

David R. McHenry, CLTC abpmhr@r.postjobfree.com

7859 Manor Dr. 513-***-**** cell

West Chester, Oh 45069-2807 513-***-****

Qualifications

aa 16 years of training/teaching experience

aa Accomplished public speaker

aa Excellent written and oral communication skills

aa Experienced insurance agent in Life, Investments, Worksite, Disability, and Senior products, series 6,63

aa Member American Society for Training and Development since 2010

Professional Experience

Kindred Health Care: Contract Trainer 10/2011- 11-2012

- WebEx training of Sum Total LMS, Casamba SMART, ABTG IntelliOrder 4.3, Face to face training for ePACE clinical sales software.

AAA of Northern California: Contract Trainer 05/11 aaa 06- 2011

- Trained Insurance agents via WebEx in a custom P & C quoting software

Wells Fargo Securities: Contract Trainer 10/2010 -12/2010

- Trained stockbrokers and wealth managers on a custom version of

Thompson 1 CRM software.

United Health Group: Contract Trainer 6/2010 - 8/2010

- Trained new hires content included HR policies, new hire orientation, data entry for hospital and physician claims processing. Propriety DOS based software.

PNC Bank: Contract trainer 3/2010 - 5/2010

- Trained loan officers in Chicago and Maryland

- Teaching 1 A day classes using PNCaaas version of IBM imPACT mortgage software.

Insurance Resource Services: Insurance trainer and sales 1/2008 aaa 3/2010

- Developed and delivered financial training and seminars. Clients include Tandem/CBIZ, LTC Solutions, and EOI Services

- Presented and sold worksite insurance benefits and long term care to an industrial market

- Educated and enrolled senior citizens in Medicare supplements

Propriety software taught and used: Allianz, American Equity, Allstate, Genworth, Great American, Hartford, ING, Met Life, Prudential.

American Fidelity Assurances Account Representative 8/2006 - 1/2008

- Managed 8 local public school districts totaling over 8,000 employees

- Developed and delivered training sessions for educators in group financial products

- Sold worksite insurance products and annuities to educators in public schools

- Achieved 156% and 128% of forecasted sales goals

Insurance Resource Services Independent Agent 6/1998 - 8/2006

- Worksite marketing targeting small business, typically under 500 employees.

- 401K, 403B, Mutual Funds, SEP, IRA, Money Purchase plans

- Presented insurance products and enrolled client employees in 9 states through Tandem/CBIZ

- CLTC- Certified in Long Term Care

- Mortgage loan originator small part of overall financial planning services

- Software Taught and used, Calyx, Med America, Mutual of Omaha, Standard Life, Unum, Humana, Anthem, American Community,Pacific Life, United Health Care.

- Series 6, 63 Securities licenses

New Horizons Computer Learning Center Senior Account Executive 1/1996 - 6/1998

- Call Center sales of software training

- Delivered software training on Fundamentals of Microsoft Office

- Delivered software training on Windows95, Windows98, Act, Goldmine, Lotus Notes

- Clients included Fidelity Investments, Batesville Caskets

Additional skills and Training Experience:

Financial Skills 101:

- Developed and delivered a six week, 36-hour seminar series twice a year for 10 years. Topics included fundamental concepts of budgeting, insurance, investing, college planning, long term care, and philanthropic gifting.

Volunteer court appointed mediator 2006-2008, Fairfield small claims court, Fairfield Ohio.

- Mediated 30+ disputes for business, consumers and neighbors

Summary of systems learned, used and taught by Dave McHenry

Insurance

* indicates 1 on 1 training

Life and Annuity Illustration software

Long Term Care

Allianz

GE/Genworth *

Hartford

Med America *

Met Life

Securities

Prudential *

Western Reserve/ ISI *

Pacific Life *

Thompson One

Mortgage

Calyx *

ImPact

CRM

Goldmine Version 3.0- 6.5 *

Lotus Notes 4.0 *

Microsoft

Windows 3.0, 95, XP, 7

Word 6.0, 2003, 2007,

Excel 5.0, 6.0, 2003, and 2007

Power Point 2003, 2007

Outlook 2003, 2007

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