Insurance Sales
Resume:
Richard L. Waldman
****.*******@*****.***
Offering 40 years of experience within the insurance industry.
Areas of expertise encompass Property and Casualty, Life, Heath, Annuities.
Experienced in sales, management, and marketing.
Licensing
220- General Lines (Property & Casualty)
Life, Health, Annuity (Florida)
Career Track
1973-1985 Prudential Insurance Co., Prudential Property & Casualty, Pruco Securities.
A Presidents Qualifier for 12 years. Member of the Million Dollar Round Table.
In addition to sales, I spent several years in Management developing sales teams.
1985-1986 Descap Planning Inc., Descap Securities Inc.
Financial Planner, Insurance Broker
1986-1988 Modern Capital Planning, Inc.
Vice-President, Financial Planner
1988-1990 Guardian Life & Financial
Director of Insurance operations.
1990-2001 Independent Insurance Broker
200*-****-*** Financial, Inc.
711 Insurance
2005-2011 Adcahb Property & Casualty
2011-Present Waldman Insurance Group
2012-Present Director of Commercial P&C – Ray Forrest Insurance Agency
Learning Credentials
Bachelor of Business Administration, Hofstra School of Business
Life Underwriters Training Council
LUCTF – Life Underwriters Training Council Fellow
CFP – Certified Financial Planner, Adelphi University
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