Sales Insurance

Location:

Posted:

July 26, 2014

Dan Koven

Huntington Beach, CA 92646

Email: ******@*****.***

SUMMARY

Consultant centric sales and marketing professional with a background in B2B and B2C relationship

building and servicing. Skilled in the entire sales process; from lead acquisition to developing trust-based

rapport to closing the sale. Excellent articulator and persuasive communicator. Deftly able to identify

opportunities, acquire accounts and retain clients.

PROFESSIONAL EXPERIENCE

KOVEN FINANCIAL GROUP dba APLUS HEALTH INSURANCE, Anaheim CA

Licensed Insurance Advisor/Benefits General Manager (2007 – Present)

Managed family agency in selling and marketing permanent and temporary life insurance solutions as

well as individual and small group health insurance, disability, dental, vision, Medicare and annuities.

• Developed new cases and increased book of business by utilizing various marketing mediums

such as magazine, radio, SEO and social media methods.

• Prepared presentations and proposals, addressed and provided solutions to employer/employee

concerns all while maintaining constant contact throughout closing process.

• Cross sold various additional insurance products to clients after sale.

THE SAUNA DEPOT, Newport Beach CA

Co-owner/Senior Sales Advisor (2001 – 2007)

Ran and managed second largest luxury bathing internet based distribution company in U.S. Responsible

for all day-to-day operations from inbound/outbound sales calls, manufacturer relations, online

advertising (SEO/PPC), producing invoices, purchase orders, transport and facilitating entire sales

process from A to Z. Customers consisted of hotels, gyms, spas, bathing houses and residential

(homeowners).

• Year to year increase of sales of 20-30% accomplished solely with persistence, hard work, focus,

integrity, diligence and innovation.

• Designed, implemented and strategized building concepts and projects acting in a broker capacity

with industry vendors as well as plumbers, contractors, electricians and laymen.

EDUCATION

Associates Degree – Cypress College (1991-1994)