Sales Insurance Agent

MICHAEL HALE *********@***.***

**** **** ********* ***** • Phoenix, Arizona 85083 • H: 623-***-**** • C: 206-***-****

PROFILE

Licensed financial advisor and insurance agent with more than 19 years of proven success in producing

annualized sales volume in excess of $1M while also maintaining high levels of profit. Adept at connecting

with customers and building relationships based on trust and integrity which has led to an average referral

base of more than 50%. Intuitively assess customer needs and develop product packages that meet their

objectives. More than 10 years of leadership experience with the ability to mentor agents and provide the

tools and knowledge necessary for their success. Adept in the use of Microsoft Office with the ability to

learn new or proprietary systems quickly.

LICENSES

Licensed Insurance Agent - Health / Life, Accident and Disability Producer

Current Licenses in the states of Arizona, California, Oregon, Washington and other states

Series 7 and Series 66 Licenses

PROFESSIONAL EXPERIENCE

Financial Advisor, Merrill Lynch, Phoenix, Arizona 9/2012 to present

. Providing investment advice and financial planning services to individuals and businesses

. Build deep relationships with clients and their families and help them through life stages

Training Manager,US Health Advisors, Phoenix, Arizona 8/2009 to 9/2012

Market life, health and Medicare insurance with an internet-based approach to sales.

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Administer webinars to inform and educate customers and build relationships with potential

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customers.

Build client base with business development, networking, marketing and lead generation to

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establish a book of more than 100 clients within a few months.

District Manager, Health Markets, Bellevue, Washington12/2002 to 6/2009

Oversaw a team of 24 insurance agents in Washington and Oregon. Ensured compliance with

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State Insurance Commission and FINRA regulations.

Traveled among offices to provide coaching and professional development and compliance

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training; mentored and developed several agents to become District Managers.

Analyzed statistics and reports to identify business trends, recognize training deficiencies and

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identify opportunities to increase production.

Recruited, screened and hired agents; evaluated performance and provided constructive

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feedback to improve overall production and client service levels.

Built district production from $15K per week to an average of $240K per week in volume with

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strategic marketing and effective business development methods.

Insurance Agent, Health Markets, Bellevue, Washington 2/1995 to 12/2002

Listened to and assessed customer needs and developed health, dental, life, disability and

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long-term care insurance that met the objectives of individuals and small business clientele.

Built relationships of trust with clients due to integrity, timely follow-up and exceptional service

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levels; attained an average referral base of more than 50%.

Produced sales volume at the top .5% of all 10,000+ agents in the company’s history due to

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ability to follow up on leads, generate new leads and develop client base.

Achieved the first $1M annualized sales volume in the region.

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Recognized as Challenger for Agent of the Year (2 in the company) in the second and third

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year and Agent of the Year by the fourth year with the company.

Additional experience includes 2+ years as a Sales Manager for Computer and Accounting Service

Bureau in Salem, Oregon and 2+ years as a Commercial Bank Operations Manager at Rainer Bank in

Seattle, Washington

EDUCATION AND TRAINING

Bachelor of Science, Mathematics, Pacific Lutheran University, Tacoma, Washington, courses toward

degree

Professional Health Insurance Advanced Studies (PHIAS),American Health Insurance Plan (AHIP),

2009

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