Life Insurance Manager

Sherman E. Horton, Ph.D., Ch.Fc., C.L.U.

Ashland, MO **.*******.******@*****.*** 573-***-**** www.linkedin.com/in/address

EXECUTIVE, HIGHER EDUCATION

Leadership Operations Fundraising Student Affairs Board-Level Strategy

Executive Summary

–Experienced university-level professor, board-level strategist, and operations and finance manager with exceptional leadership, relationship building, and problem-solving skills developed over long career in sales territory management, board membership, and not-for-profit fundraising.

–Wide senior business and university-level management experience; performed all President's duties without the title for established, private Christian university, including recruiting new President, financial management, efficiency enhancement, organizational troubleshooting, and fundraising.

–Ten-year member of Southwest Baptist University Board; invited to join boards of AARP, Baptist Student Union, and multiple not-for-profits and churches. Provide board-level strategic and tactical guidance on growth issues, financial restructuring, fundraising, financial management, operational transformation, process refinement, and ongoing relevance to target audiences and market trends.

–Strong motivator, advisor, and crisis manager; create culture where everyone's voice is heard, and where strategies and goals build on consensus and collaboration.

Selected Achievements

Consistent quota-beating and operations success as regional General Manager and District Manager for leading US insurance companies New York Life and Metropolitan Life.

Repeated promotion throughout insurance career, starting as salesman and achieving District Manager role within 15 years. Agent of Year after just 2 years in industry; repeated year-after-year awards for beating quotas.

Exceptional success as fundraiser, once personally raising $1.5M in critically needed funding, and once negotiating $1M donation from single individual.

Strong background in financial planning, investing, estate planning, Probate, wills, and trusts, Durable Power of Attorney, Living Wills, charitable giving. Ph.D. in Finance, Chartered Financial Consultant.

Leveraged outstanding people management skills and reputation for sincerity and listening to boost staff performance, solve staff problems, address productivity bottlenecks, introduce culture of collaboration and consensus, and train, mentor, and promote promising talent.

Resolved student lawsuits and equitably balanced interests of competing stakeholders while assisting new President for regional, private university.

Started own financial consulting firm counseling individuals with financial needs. Built reputation drawing unsolicited referrals for insurance and estate planning advisory services.

Core Competencies

Strategic Planning Marketing Strategy Startups Team Building Entrepreneurship Operations Management

Marketing Business Development Product Development Talent Development Time Management

Research & Development Advertising Process Improvement Operations Management Goal Setting

Financial Management Crisis Management Consulting Public Speaking Customer Retention.

Professional History

Central Baptist Theological Seminary Shawnee, KS

Professor & Financial Advisor 2014–Present

–Teach financial seminar for Women in Ministry program. Advise on financial planning, student loans and payback, and retirement planning, with special attention to social security alternatives.

–Leverage combined Ch.Fc., insurance expertise, and Finance Ph.D. to counsel board on fundraising strategies. Leveraged extensive insurance expertise to propose life insurance scenarios with school as beneficiary as avenue to fundraising.

–Created win-win arrangement for school, donor, and donor's children by organizing donation of land that donor was unable to sell at full price, allowing full-price tax deduction. School sold land for enough to purchase life insurance policy with donor's children as beneficiaries, while still netting substantial cash.

The Financial Doctor Ashland, MO

Founder, Owner, Principal Consultant 1995–2013

–Leveraged financial training and hands-on financial planning expertise to create regional financial consulting firm serving retail clients.

–Conducted financial planning, including tax strategies, retirement plans, prenuptial financial agreements, and college savings plans. Advised on IRAs, Keogh plans, and TSAs, and leveraged extensive insurance background to integrate insurance into comprehensive financial planning.

–Helped clients obtain insurance reimbursements initially denied by companies; applied life insurance knowledge to optimize life insurance coverages as part of divorce settlements.

Metropolitan Life insurance Company Columbia, MO

District Manager 1990–1995

–Recruited by Met Life to turn around failing territory including all of Central Missouri, with focus on removing waste, improving efficiencies, and regaining profitability.

–Managed 18 support staff and 60 agents across 6 offices throughout state of Missouri. Reported to company Vice President.

–Eliminated embezzlement and funds misuse problem; removed problem employees, recruited new staff, and upgraded training and mentoring.

–Consistently surpassed sales goals, winning yearly company trips throughout tenure.

New York Life Insurance St. Joseph, MO

General Manager 1982–1990

–Managed 3 sales offices throughout state of Missouri with 9 support staff and 30 agents, reporting to company Vice President.

–Recruited and trained new agents. Managed finances for all 3 offices.

–Surpassed sales quotas every year, winning awards for production.

Earlier Roles

Associate General Manager, New York Life Insurance, Springfield, MO

Assistant Manager, New York Life Insurance, Springfield, MO

Field Underwriter, New York Life Insurance, Bolivar, MO

Courses Taught

Finance Introduction to Financial Planning Income Taxation The Financial System in the Economy Investments

Life Insurance Law Group Benefits Pensions and Other Retirement Plans Fundamentals of Estate Planning I

Fundamentals of Estate Planning II Financial Planning for Business Owners and Professionals Probate Law

Financial Planning Application Why You Need A Will Trusts Social Security Medicare Medicaid

Durable Power of Attorney Living Will Traditional IRA/ROTH IRA Long Term Care Insurance

College Savings Plans Charitable Gifts Investments 101

Education

Ph.D., Finance, Missouri University, Columbia, MO

Bachelor of Arts, Communications, Southwestern Baptist University, Bolivar, Missouri

Chartered Financial Consultant, The American College, Bryn Mawr, PA

Chartered Life Underwriter, The American College, Bryn Mawr, PA

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