Sales Insurance
Resume:
Christopher J. Dwyer
Clinton, CT 06413
****************@*****.***
Opportunity Sought:
Seeking a position with an established banking and financial services
company distributing products and services to individual customers.
Seeking an opportunity that will be one with growth potential and one that
can utilize my industry experience and background.
Experience:
2000 to present - President of The Polaris Agency, Inc.
Responsible for all administrative and marketing daily activities
Recruits agents and registered representatives to organization
Manages budget and sales goals
Provides case design and product placement with advisors
Insurance product and annuity recommendations to clients
2004 to 2013 - Registered Principal for ProEquities, Inc. (B/D)
Responsible for trades and account processing
Manages compliance and audit responsibilities for advisors
Recruits registered representatives to organization
Provides suitability and case design to registered representatives
Manages continuing education and production goals
Providing Clients with portfolio design & service
Delivering product analysis and selection to clients
1992 to 2013 - VP of Marketing, Polaris Financial Services, Inc. (B/D)
Responsible for recruiting and marketing for independent
broker/dealer
Organized annual meetings and sponsor support
Provided sales and case design support to advisors
Responsible for mutual fund and variable insurance sales
Grew firm to be 350 registered representatives and final sale
Christopher Dwyer
Page 2
Education and Licenses
Charter Oak State College, New Britain, CT
BS Degree, Major in Business and Financial Services 2001
The American College, Bryn Mawr, PA
Chartered Financial Consultant
Chartered Life Underwriter
Licenses
Life, Health, Annuity,Variable Insurance Products
FINRA Series 7, 6, 66, 26
*Holds nonresident license in 14 other states
Background
Christopher has been in the financial services industry for 24 years. He
has been a part of back office operations for an independent insurance
brokerage agency and independent broker/dealer. He has worked in both an
administrative and marketing capacity. He has also been in the retail area
providing products and solutions to clients directly. The experience has
brought him the ability to understand the process from all aspects in the
distribution of financial services and products. He has attained many
sales objectives and continues to provide the financial planner with the
support and knowledge that benefits their practice and the distribution of
products and their services. He resides in Clinton, Connecticut with his
family.
Contact this candidate