Carrollton, TX *****
www.linkedin.com/pub/michael-ivey/10/63b/220
*********@*****.***
Michael Ivey
OBJECTIVE Extensive experience in outside/internal sales providing intangible products making a
difference in quality of life. Focus will be on strong verbal communication skills to help
individuals make the best life choices. Outstanding history of in-person/group
presentations.
•
PROFESSIONAL Business to Business & Person to Person sales experience
SUMMARY
• Tangible & Intangible products sales experience
• Outside sales & Internal phone sales experience
• Group presentation skills
• Laptop & PC business skills-proficient in Windows
• Road Warrior
EXPERIENCE INTERNAL MARKETING SURGE TEAM, BROADPATH HEALTHCARE SOLUTIONS
2013-2014
• Launched and completed initial Affordable Care Act Program over 7 county
West Central Arkansas territory.
• Enrolled qualified individuals into the Blue Cross Blue Shield Marketplace
plans or into the Arkansas state BCBS Medicaid plans.
• Facilitated enrollment into BCBS dental/vision plans.
• Educated clients about the new Healthcare.gov health insurance benefits and
features & assisted with decision making.
• Completed training required to become certified agent.
LICENSED HEALTH INSURANCE AGENT, CONNEXTIONS, INC. 2012-
2013
• Sold Medicare/Medicaid plans in 14 states for WellCare.
• Sold Medicare Advantage/Rx drug/dental/vision plans for WellPoint Blue Cross
Blue Shield in 14 states.
• Chosen as initial WellCare team member to mentor teammates in my class
along with others on the 4 subsequently created teams.
LICENSED INS. AGENT, TRANSAMERICA FINANCIAL LIFE INS. CO. 2010-
2012
• Enrolled individuals into guaranteed renewable supplemental insurance
policies-AD&D, Permanent Life, Term Life, Hospital Confinement, Hospital
Indemnity, Child Term, Dental & Credit insurance.
• Intense focus on cancel/retain inbound calls including upsell/downsell
retention.
• Distinct concentration on blue collar and senior demographic markets.
LICENSED INSURANCE AGENT, PMA USA
2009
• Sold Conseco supplemental protection products-Cancer, Heart & Accidental
Death to employees of state agencies, public & private schools, healthcare
facilities and small businesses.
• Marketed benefits of and helped people apply for credit union membership.
• Travel territory included Texas and Oklahoma.
FINANCIAL PROFESSIONAL, SPECTRUM FINANCIAL GROUP 2008-
2009
• Supporting Mass Mutual, developed financial strategies for short term/long
term goals through investment products and insurance protection.
• Mastered presentation skills reflecting needs analysis by gathering information,
establishing objectives, analyzing information and developing a plan.
• Acquired certification to offer life and health insurance.
FINANCIAL ADVISOR SERVICES REP, 1ST GLOBAL
2008
• Responded to inquiries from financial advisors, cpa’s and attorneys.
• Educated advisors about alternative investments including REIT’s and limited
partnerships along with various types of annuities.
• Took ownership of advisor issues and requests to prepare steps for resolution.
LICENSED BROKER-RETAIL BROKERAGE, TD AMERITRADE 2005-
2008
• Processed stock, mutual fund, etf and option trades at client request.
• Handled questions on account balances, transactions and trade orders by
researching historical information.
• Educated and assisted customers on website technology and online services.
• Fielded queries regarding banking services to activate, deactivate and
reactivate debit cards.
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• Used cross-selling/promotions to expedite acct. transfers from other
brokerages.
EDUCATION SOUTHERN METHODIST UNIVERSITY-DALLAS, TX-BACHELOR OF ARTS
SOUTHERN METHODIST UNIVERSITY-DALLAS, TX-MASTER OFLIBERAL ARTS
Political Science Major-International Relations
•
RECOGNITION Texas General Lines Agent-Life Accident Health & HMO
&
• Arkansas Exchange Producer
COMMUNIT
Y SERVICE
• SMU MIKE IVEY AWARD-Exceptional spirit, hustle & enthusiasm in athletics
• Salvation Army Volunteer Athletic Director For Men’s Activities
• SMU recruiter for “College Night” at local high schools
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