Customer Service Sales
Resume:
JAMES ONEAL
Email: *********@********.***
Address: **** * **** ******
City: Chicago
State: IL
Zip: 60617
Country: USA
Phone: 773-***-****
Skill Level: Management
Salary Range: $75,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
JAMES E. O`NEAL
1637 E. 87th Street #303
Chicago, IL 60617
Email: ********@*********.***
PROFESSIONAL PROFILE
Experienced manager with an extensive background in sales and marketing with emphasis in financial services and insurance. People-oriented professional with experience mark by increased responsibility, productivity and proven leadership. Effectively works with others to attain goals in an efficient and timely manner.
AREAS OF EXPERTISE
Marketing Training Supervision
Streamlining Costs Planning Organization
PROFESSIONAL EXPERIENCE
O`Neal Insurance Group
Chicago, IL October 2001-Present
Independent Broker/Agent
I have over 25 years of Insurance Experience Specializing in Senior Products for Life Health and Retirement Medicare Advantage, Medicare Supplemental, Part D Drug Plans, Dental Vision Life and Annuities. Responsible for providing prompt and accurate service to current customers in order to maintain create and establish new sales and marketing opportunities. I have participated in online and phone marketing of insurance plans product and service. As an agent/rep worked with or represented Nationwide Insurance Humana and Monumental Life. Coordinate and conduct informational and instructional seminars; provide one on one in-home policy reviews/sales as well as design creative brochures to encourage new sales from existing customers. Act as a catalyst and motivator for team members.
FIRST VARIABLE LIFE MEMBER OF ILONA FINANCIAL GROUP.
Oak Brook IL, 3/2001 to 10/01/2001
Internal Wholesaler: Responsible for maintaining existing producer relationships while cultivating new ones. Serve as a liaison between the home office, field personnel and brokers. Responsible for territory management, which includes cold-calling prospective agents, follow up with current representatives, running illustrations, and providing technical sales support, as well as sales ideas. Work closely with the external wholesaler to maximize productivity by coordinating and producing mailings for the territory and maintain weekly activity data for territory.
G. E. FINANCIAL ASSURANCE
Chicago IL, 2/2000 - 3/2001
Registered Representative: Build sales growth and maintain a high level of production through the sales of financial and insurance products. Establish new and repeat business by developing professional relationships, telephone calls, direct mailers, referrals and seminars. Maintain high level of customer service including research and resolution of problems in customer accounts. Conduct company financial product training programs working closely with GE registered reps and agents.
INTERVIEWING CONSULTANTS
Chicago IL, 9/99 - 2/00
Sales Floater: Various temporary assignments in the Insurance and Financial industry. Handle customer`s inquiries, following up on claims and account values and status of pending and new business.
JAMES O`NEAL
PAGE TWO
MORGAN STANLEY-DEAN WITTER
Chicago IL, 2/99 - 9/99
Broker Trainee: Extensive training program which included hands on preparation for Series 7 test, sales philosophy and learning company products. Set up and conduct seminars, presentation of mutual fund, annuities, IRA benefits and advantages of investing with Morgan Stanley-Dean Witter
IRA EPSTEIN FUTURES
Chicago IL, 10/97 - 2/99
Account Executive: Responsible for opening accounts of all sizes for managed, retail and discount division. Provide information on various company products including mutual funds, IRAs and options. Generate new business through phone solicitation (70%) as well as referrals and company mailers. Assist customers in resolution of problems through appropriate company policies and procedures. Registered Series 3. Exceeded monthly sales goals by 25%.
E, ALEXANDER & ASSOCIATES, LTD.
Chicago IL, 6/91 - 9/96
General Manager/Owner: Responsible for the development, management and administration of company`s business plan. Screen hire, train and supervise15 employees. Direct line operations of plant activities to achieve production schedules and timely distribution of product. Developed sales and marketing strategies to meet projected annual goals and objectives. Monitor costs to attain significant gains and to meet cash flow projections. Ensure compliance with safety standards of dry cleaning industry. Develop policies and procedures; evaluate job assignments and performance of employees; hold monthly meeting; interaction with vendors/ distributors daily. Part time sales representative for equipment vendor.
PEPSI-COLA GENERAL BOTTLERS
Chicago IL, 3/89 - 6/91
District Manager: Responsible for the achievement of monthly/quarterly sales goals. Coordinate the delivery of company product from warehouse to accounts throughout city. Supervise 10 route drivers and helpers; perform evaluations on each; representative during negotiations, grievance hearings. Execute and control unloading/shipment of product to locations. Ensure daily schedules are met along with timely deliveries. Inspect market for set up of promotional displays, stacking of products in stores. Interaction with receiving and distribution departments regarding shipments, piece counts and reconciliation. Assure all paperwork documentation and administrations are maintained.
UNITED INSURANCE COMPANY
Chicago IL, 8/86 - 3/89
Agent: Customer service to over 400 accounts; inside/outside collections made daily and weekly. Handle customer inquiries and follow-up; balance weekly register; reconcile monthly accounts. New business development.
LICENSES: Series 6, Series 63, Life, Accident & Health, Long Term Care, Property and Casualty
SKILLS: Windows-based applications, Client Illustration software, excellent organization, planning,
Communication training and customer service skills.
EDUCATION: Daily College (Chicago, IL)
Business Administration, 1986
Pearl River College (Poplarville, MS)
Commercial & Industrial Electricity, AA-1984
Contact this candidate