Sales Representative Health Insurance
Resume:
718-***-**** ext ***
917-***-**** texts
718-***-**** home after 7pm
Lonny Keller
Whitestone, New York 11357
917-***-**** (cell )
******@*****.***
th
Drive
Second Floor
Objective
To secure a senior marketing position with a progressive firm that offers promotional
visibility and management opportunities
Work Experience
Director of Business Development – National Network of Accountants
6/2009 thru Present
. Called on CPA firms and C-Level officers and directors. Held educational
seminars for them on HRA’s, HSA’s, captive insurance companies, qualified pension
plans, and cafeteria plans, often resulting in them upgrading their own programs, and
then referring us to their clientele.
Director of Business Development
1/2007 – 5/2009 Sequoia Financial Partners ( Now merged with York Intl. )
Cold Called on CFO’s, CEO’s and H.R. Directors
Replaced 401-K’s and Standard major medical plans with sophisticated
Defined Benefit and/or Profit Sharing Plans for retirement purposes and
utilized HSA’s and HRA’s to eliminate 12% to 25% of all major medical
insurance premiums.
Director of Business Development
1/2005 – 1/2007 Brinks Incorporated, Brooklyn, New York
Developed new territory for Brinks ( New Jersey and Staten Island ), preserving
existing national accounts, while increasing density and gross profit margins
through acquisition of new business. Greatest accomplishments include close
working relationships with branch personnel, adding on three nationally known
restaurant chains as clients, and developing a cross-referral network with 3
prestigious major commercial banks. Multiple RFP submittals – enterprise level.
Exclusive Financial Specialist
Allstate Financial Services, Great Neck, New York
Cross sold existing client base of 5 Allstate agencies, introducing traditional P&C
customers to level term products, universal life, disability and long term insurance,
as well as Allstate Bank and a myriad of mutual funds and annuities.
Cardiovascular Sales Representative
Novartis, East Hanover, New Jersey
Detail Diovan and Lotrel to Physicians and Pharmacists in the Cross Bay territory in
Queens (Howard Beach, Far Rockaway, Woodhaven, Middle Village, Glendale,
Ridgewood, Rego Park, etc.). Compare products to competition with reprints,
medical journal articles, sales aids, medical letters.
CFP / Registered Representative
Certified Financial Planner/Self-Employed, Affiliated with Presidential Life/Nyack, New
York
Sold financial intangibles (life and health insurance, stocks, bonds, mutual funds,
reits, limited partnerships) as well as complex estate planning, 401K's, deferred
compensation, and other benefit programs to large firms and individuals.
Assistant to Vice President of Finance
Ply Gem Industries, New York, New York
Performed internal audits at five regional locations. Responsible for all consolidated
financial statements, board of directors meetings, stockholders information.
Supervised a/c receivable and a/c payable depts. as well as general accounting.
Negotiated lines of credit with major financial institutions.
Education
University of Denver, Denver, Colorado
Professional
Certified Financial PlannerFinal professional step after securing NASD Series 6,7,
and 63 as well as Life and Health Insurance licen
Contact this candidate