Sales Life Insurance

Richard W. Merritt

***** ***** ****, ********** *****, CA 92647 . 714-***-**** home office .

714-***-**** cell . *************@***.***

Sales Representative

Dedicated and tenacious sales professional with a reputation for proven

results and exemplary ethics. Comprehensive knowledge of trends in

financial and insurance products, services and best practices.

Account acquisition & retention . Powerful presentations . B-to-B & B-to-C

sales . Territory management & customer support . Team leadership . Key

account development . Needs assessment . Product launch

Professional Experience

Independent Insurance Agent

2013 - present Insurance Services, Huntington Beach, CA

Represented multiple life, health and annuity insurance organizations,

including, Anthem Blue Cross, Minnesota Life, American Equity, Allianz,

Athene, Industrial Alliance Pacific. Currently managing a large group named

Pacific Aerospace with enrollment of 350 employees.

Account Manager

2009 - 2013 American Fidelity Assurance Company, Ontario, CA

Manage campaigns within unified school districts for the sale of

disability, life, annuities, cancer, long term care and accident insurance

throughout California; conduct staff and district planning meetings to

promote products.

. Received a persistency bonus for sales over and above quota in 2009

and 2010.

. Earned Series-63 license, a requirement to sell variable annuity

products.

. Exceeded sales quota in 2011 and promoted to Account Manager in 2012.

Internal Sales Consultant

2006 - 2009 Phoenix Life Insurance Company, Newport Beach, CA

Supplied independent and State Farm agents with client illustrations for

fixed and variable products. Provided case consultation and design,

marketing, training and website assistance.

. Supported wealth management consultant (WMC) in Orange and San Diego

counties, helping team build annual sales of $2.1 million.

. Conducted meetings for State Farm, provided product and website

training to agents.

. Earned Series-6 license, a requirement to sell mutual funds and

variable annuities.

Independent Insurance Agent

1996 - 2006 Insurance Services, Huntington Beach, CA

Represented multiple life, health and annuity insurance organizations,

including Chase, Blue Cross, GE, Nationwide, PacifiCare Allianz, Aviva,

Industrial Alliance Pacific. Maintained book of business in excess of 300

clients.

. Negotiated and closed a $500,000 annuity sale by establishing trust in

product with client.

Area Manager

2002 - 2004 S.E.R. Programs, Fresno, CA

Specialized in pre-tax annuities and tax qualified life insurance provided

by Industrial Alliance Pacific Life Insurance Company specifically

targeting teachers and school employees across LA and Orange County school

districts. Built and maintained book of business in excess of 150 clients.

. Conducted retirement planning seminars for teachers in the LA and

Orange County Unified school districts.

. Earned S.E.R.'s Getaway Golf Expo for outstanding sales achievement in

2003.

Account Manager

2000 - 2002 Keystone Financial, Anaheim Hills, CA

Managed company's lead generation program and built book of business in

excess of 240 clients for independent sales rep for health insurance firm.

Additional Sales Experience

Field sales experience with industrial products companies, including seven

years within the packaging industry selling rigid vinyl (both industrial

and food grade) and shrink wrap, including high speed inline equipment, for

the following employers: Belco Engineering, Rochaux International, Taverner

& Brown, and American Mirrex.

Education

B.S., Economics, B.A., Sociology, Cal State University Long Beach

. Post-graduate work in international trade and finance, CSULB

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