Management Sales

Diana Andreadis

*** ******* ** • Media, PA ***** • 484-***-**** • ******@*****.***

A successful and dedicated client management specialist with problem resolution, interpersonal

and communication skills to work at all levels of an organization.

SUMMERY OF QUALIFICATIONS

Advanced business professional with over 15 years experience in leading and managing core business objectives including;

-Project Management

-Market Studies

-Quota/Goal Setting

-Sales/Marketing

-Coaching

-Ability to establish trust and confidence with clientele.

EDUCATION

Pennsylvania State University -Bachelor Degree in Business Administration, 2004

PROFESSIONAL EXPERIENCE

ANDREADIS INSURANCE AGENCY, Associate Agent 2013-present

Maintain all daily accounting records of payments and ensure proper coverage for all commercial, personal and life line polices. Marketing to active and inactive clients for potential new business leads. Contact between client and upper management to ensure adherence to company goals, guidelines, objective and service.

LINCOLN FINANCIAL GROUP, Variable Annuity Wholesaler 2008-2013

Liaison between Lincoln Financial Group and brokerage firms for Eastern Pennsylvania, South Jersey and Delaware. Advanced knowledge of financial products and the various services offered, including comprehension of products with relation to the gain/loss, expense ratio, mortality/exchange and tax implications. Effectively communicated, differentiated and explained the client’s financial selections.

THE VANGUARD GROUP, Senior Associate 1998-2008

Managed and coached a group of sixteen team members. Monitored associates performance and identified opportunities to enhance development. Facilitated integration of desktop applications through the annuity and insurance department. Corresponded to client base to ensure satisfactory delivery and understanding of issues regarding SEC regulations and or departmental compliance. Served as one of twelve managers in asset retention pilot program which resulted in over thirty million dollars of company savings.

LICENSES

-Series 6

-Series 63

-PA Life, Accident & Health

-PA Property & Casualty

Computer Skills

Microsoft Windows Office Suite

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