Sales Customer Service

D. Scott Woolley

***** ***. **, #****

Austin, Texas 78738

281-***-**** (Cell)

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

HIGHLIGHTS . Financial Analysis . Client Relations .

Forecasting

. Management . Presentations . Leadership

. Sales/Marketing . Negotiations . Training

SUMMARY . Highly motivated, ambitious, and resourceful professional

with a proven track record of developing business and

increasing sales as a top performer.

. Outstanding communication, interpersonal, and customer service

skills.

. Successful in establishing an exceptional rapport with

individuals on all levels.

. Enthusiastic leader with the ability to recruit, supervise,

train, and mentor others.

. Excellent organizational, planning, and time management skills.

EDUCATION HOUSTON BAPTIST UNIVERSITY, Houston, Texas

Bachelor of Science in Finance and Marketing

TRAINING . Completed Sales and Product Training Programs: Horace

Mann, Phoenix Mutual Insurance, and Allstate Financial

Services

LICENSES . NASD Series 6 and 63 Licenses (current)

. General Lines Property & Casualty License (current)

. Life and Health Insurance License (current)

EXPERIENCE

2010 - Present SILVER SWAN WEALTH COUNSELORS, Round Rock, Texas

Associate Partner

. Recruit, train, and manage a team of Agents and generate leads.

. Promote the sale of various products including mortgage

insurance, life insurance, and retirement plans.

. Conduct seminars and deliver presentations at "Lunch and

Learns".

Major Accomplishments:

. Conducted research on new Deeds of Trust, and generated direct

mail outs to increase the sale of mortgage insurance

(achieved 8% response rate within 5 months).

. Developed a marketing campaign targeting Teachers in school

districts throughout Central Texas, and partnered with the

Teacher Retirement System (third party administrator).

2008 - 2010 HORACE MANN, Austin, Texas

Exclusive Agent/Owner (Franchise)

. Started and managed a full service insurance agency offering

auto, home, commercial, and life insurance along with

securities products.

. Ensured compliance with all NASD regulations.

. Managed a book of business in Austin and Marble Falls.

Major Accomplishment:

. Achieved profitability during a downturn in the economy.

2007 - 2008 CONSECO, Austin, Texas

National Director, Annuities and Financial Services (2008)

Regional Sales Director, Worksite Sales - promoted within one year

(2007-2008)

. Recruited and trained independent Agents throughout the United

States.

. Held responsibility for generating leads as a member of the

national sales team.

D. Scott Woolley Page 2

EXPERIENCE (continued)

. Generated quarterly forecasts for the Senior Vice President.

. Consulted with insurance and investment Brokers.

. Served as an advisor and education resource for worksite and

annuity products.

Major Accomplishments:

. Ranked #1 Sales Director for new business nationwide in 2008.

. Recognized for developing multiple new accounts and reopening

dormant accounts.

1995 - 2007 ALLSTATE FINANCIAL SERVICES, Houston, Texas

Exclusive Financial Specialist

. Sold financial and insurance products to Allstate customers.

. Worked closely with local businesses, physicians, and dentists

to provide employee benefit and retirement plans.

Major Accomplishments:

. Received "Honor Ring Sales Awards" in 1996, 1997, 1999, 2001,

2002, 2003, and 2004.

1989 - 1995 PHOENIX MUTUAL INSURANCE, Houston, Texas

Sales Representative

. Sold life insurance and disability insurance to individuals.

. Worked with local businesses to provide employee benefit plans.

Major Accomplishments:

. Received "Blue Vase Sales Awards" in 1992, 1993, and 1994.

AFFILIATION . National Tax Sheltered Accounts Association (NTSAA),

Member, 2007-2008

COMPUTER . Windows; Mac OS; Microsoft Office (Word, Excel, and

PowerPoint); Microsoft

SKILLS Outlook; TRAK Financial Planning Software; Internet

Explorer; Firefox

References Available Upon Request

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