Sales Marketing

Randall T. Wolfe, JR.

PO Box *** Hansville, WA **340

Cell: 206-***-****, Work: (206} 948-0884

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

Objective: Retail Employee Benefit Marketing Producer, Retail Marketing Production, Management, and Independent Agent Recruitment and Management.

Qualifications:

Experienced employee benefits (22 years) sales and marketing professional with a record of achievement in regional, district, national marketing and sales management for major national insurance carriers and building successful organizations from the ground up

Customer-oriented professional with a reputation for service, satisfaction, and results

Effective leader with a record of building and mentoring highly motivated and productive sales organizations

Creative troubleshooter able to quickly identify problems and implement practical solutions

Proven ability to develop and implement successful marketing plans across large multi-market areas

Effective communicator with the ability to clearly present complex information to diverse groups and individuals

Skilled negotiator with the ability to consistently achieve win-win outcomes

Winner of numerous group and individual sales and service awards

Recognized by customers, and carriers for exceptional service, follow up, management and commitment to partnership

Insurance Expertise:

Group Life, Health Dental, Disability, Medicare and Medicare supplements, and Voluntary Benefits

Formal Education:

AA Marketing Management. Bellevue College 1993

Computer Skills:

MS Word, MS Excel, MS PowerPoint, MS Outlook

Various Proprietary and Non Proprietary Industry Software (Presentation, Enrollment, Communications, Reporting)

Licenses:

Currently licensed in Washington

Affiliations:

National Association of Health Underwriters (NAHU}

Professional History:

MWA Benefit Consultants, Inc, Issaquah, WA 2008 - 2017

President and CEO- Utilizing and leveraging 20 years of employee benefits industry knowledge, creativity, and marketing strategies. Maintained an employee benefits group book of business concerning a variety of industries with employees and locations in over 20 states. Successfully cross sold additional lines of coverage, including Medicare Supplements, and ancillary both ER paid and voluntary. Developed key carrier relationships representing over 30 markets. Managed and developed a staff of 4. Consistently have received high marks for personal service, creativity in proposals and options and ensuring that both clients and prospects are aware of the unique market place and way's to mitigate costs while still providing a high level of benefits

Selected Accomplishments

Personally prospected and closed over 62 group clients to a high degree of satisfaction.

Developed unique and diverse marketing strategies and materials

Maintained a group persistency rating of 96%

Business represented over $450,000 of gross annual revenue

Cross Marketed Medicare supplements to group clients

ING Employee Benefits, Seattle, Washington 2007 – 2008

Regional Director – Developed and managed a new voluntary and group benefit sales region for ING Employee Benefits. Five state region included Northern California and Northern Nevada. Worked directly with group stop loss and traditional group product senior sales representatives and regional managers. In my role as a specialist I provided value added voluntary communication and product enrollment methods to existing ING clients, brokers, and benefit consultants. Made and closed voluntary, traditional group, and stop loss presentations and cases leveraging the ING value proposition.

Selected Accomplishments

Personally closed group and ancillary benefits business with a high degree of satisfaction. 60% close ratio. Sales increases equated to an 80% production amount by the end of March 2008 versus total 2007 production.

Key member of a select group of Regional Directors in designing new Disability, UL, Critical Illness, and Medicare Supplement product's

Complete Benefit Solutions, LLC, Issaquah, Washington 2002-2007

President and CMO – Solely owned and operated an insurance enrollment and communication company. Consistently increasing sales by 20% every year. Chief Marketing Officer for the firm’s wholesale distribution system developing relationships and business with most of the large employee benefits firms in the Washington, Oregon, Seattle, and Eastside market place. Personally developed, conducted and closed employer groups through various sales and marketing strategies for core and voluntary benefit communication, education and product sales. Developed all of the firms marketing strategies, marketing materials, power point presentations. Managed a staff of 5 full-time independent contractors (3) and W-2 employees (2). Top 10 General Agent for the number 3 worksite marketing company in the nation for 5 consecutive years.

Selected Accomplishments

Developed, owned and operate an enrollment and communications firm with over 1 million of in-force annualized Premiums via 90 clients.

Allstate Benefits (AHL), Bothell, Washington 1999-2002

Regional Director – Developed and managed a 5-state region for the third largest worksite marketing company in the nation. Managed team of 4 to successfully recruit hire and train independent agents for worksite sales. Oversaw, and was actively involved in recruiting 1,300 new agents, brokers, and insurance consultants into production from 1999 through 2002. Provided major product rollout, training, and sales seminars to over 800 Allstate Exclusive, and Independent Agents.

Selected Accomplishments

Placed 3rd out of 26th Regions 2001 for percentage of annual plan

Built new 5 state region to 2 million worth of annualized premiums in 2 years

Top producer Allstate Financial Workplace Division (1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006)

Top 5 Regional Directors, Production and Agent Recruitment, Allstate Workplace Division 1999-2002

Top 50 general agents Allstate Workplace Division 2002-2006

Colonial Life Insurance Company, Issaquah Washington 1994-1999

District Sales Manager – 1998 to 1999 Developed and managed a sales organization for the second largest voluntary benefits provider in the United States. Actively recruited, interviewed, and trained prospective agents throughout Washington State. Utilized a wide variety of resources including advertising, public seminars, and direct referrals. Provided intensive product, sales, and software training. Assisted Agents in initial sales calls and closing. Agents developed substantial new accounts and retained existing customers assigned to them. Developed long-term relationships with brokers, consultants, and agents to develop marketing and sales strategies. Additionally, maintained long-standing relationships with broker, consultants, and agents in Washington, Alaska and Oregon. Recognized by brokers, consultants, agents, and customers as a key business resource and partner. Built the organization to over $1 million in premiums within the first 12 months.

Selected Accomplishments

Number One Small District, Nationwide (1998)

Number One District, Western Region (1998)

Account Executive -1993 to 1998. Represented Colonial Life products to a wide variety of industries throughout Washington, Oregon, and Alaska. Conducted broker calls, company cold calls, group presentations, group enrollments, and group closings. Performed comprehensive product and competitor comparisons. Effectively serviced accounts resulting in high referral and retention rate. Consistently expanded customer base and premium growth in all markets.

Selected Accomplishments

Presidents Club, 5th highest producing agent out of 7,800 representatives nationwide (1996)

Regional Representative of the Year (1995, 1996, 1997)

District Representative of the Year (1994, 1995, 1996, 1997)

Places 5th among 500 representatives in the national Rookie of the Year Award competition (1995)

References: Available on request.

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