Customer Service Insurance Agent
Resume:
Roy Alford
Rolling Prairie, IN 46371
Phone: 219-***-****
Email: *********@*****.***
Independent Insurance Agent (Licenses: Series 6 & 63, Property and Casualty, Life Accident and Health)
12/2009 to Present
I am an independent life and health insurance agent. I am licensed and work in Michigan, Illinois and Indiana. I am licensed in property and casualty, life accident and health.
Wells Fargo - Mortgage Loan Officer
12/2006 to 11/2009
Chicago, Illinois
I produced high quality loans from local realtors in Chicago and New Buffalo, Michigan. I also worked with builders and a long with past customers that needed home equity loans for remodeling. I provided excellent customer service and closed several personal loans for the realtors I worked with.
Independent Securities and Insurance Sales
7/1995 to 11/2006, Vice President, COO
I worked as an independent representative and I offered mutual funds, variable products, life, annuities and disability to my clients. During this time I marketed my products by monthly seminars and I also taught adult classes at libraries and park districts.
Waddell Reed Inc.
6/1984 to 6/1995, Division Manager
I hired over 20 stockbrokers and managed one of the most successful offices in the country. These stockbrokers became very good listeners and problem solvers. In twenty-three months, our office went from 173 in production to the number three office in the country.
Cook County Adult Probation
6/1979 to 6/1984, Adult Probation Officer
I worked in the Repeat Offender Courts (ROC) with felony adult repeat offenders on trial for a new crime. I had to investigate the background of the accused and the effect on the victim and make sentence recommendations to the presiding judge.
Education: 1979 Loyola University of Chicago
Bachelor of Science Criminal Justice
Current Licenses: Indiana & Michigan: Property and Casualty, life & health insurance. Certified for Medicare Advantage and Federal Market Place. Series 6 and 63.
Contact this candidate