Chatsworth, CA. 91343 Email: email@example.com
* ********* ***** *** ******/Sales Manager
A top-performing insurance agent and broker licensed to sell life and
health insurance, and an experienced retail sales manager. Proficient in
Medicare Supplements, Medicare Advantage plans, annuities, and Life plans
with an emphasis on indexed products. Over fifteen years experience in
marketing insurance products, and separate experience in retail sales and
store management. Highly accomplished in consultative selling and ability
to build and maintain client relationships.
1 Areas of Expertise
Consultative Sales Medicare Supplements Managerial Experience
Annuities Medicare Advantage Tactful Closer
Life and Health Plans Integrity-Based Selling Retail Sales Capability
4 Key Skills Assessment
Insurance - High performing insurance agent and broker of Medicare
Supplements, Medicare Advantage plans, life, health, and annuities.
Store Management/Sales - Proficient franchise sandwich store owner with
direct sales and managerial experience.
5 Professional Experience
Became re-licensed to sell life insurance and health insurance, and began
selling insurance products to the general public.
Gained proficiency in Medicare Supplements, Medicare Advantage Plans, and
Life plans with an emphasis on indexed products, and annuities.
Managed own investment in ATM machines business made following sale of
Subway Sandwich Shop Franchisee 1994 - 2003
Owned and successfully operated Subway sandwich store. Learned all aspects
of operating a retail location including scheduling, payroll, bookkeeping,
customer service, employee training and management. Became skilled in food
handling, marketing and advertising,
Contracted for construction of store in La Canada-Flintridge, California,
and later purchased and operated a store in La Crescenta, California.
After nine years of successful operation, sold both stores and returned to
Opened and operated insurance agency focusing on auto insurance for high
Obtained numerous insurance licenses, including Life and Disability, Fire
and Casualty, and Brokerage.
Successfully operated retail agency and provided insurance services to the
Farmers Insurance/Chatsworth, CA 1983 - 1985
Received training and began selling multiple lines of insurance for major
Received Rookie of the Month award four times in first year as agent.
7 Education & Training
Bachelor of Arts, University of California at Santa Barbara received in
Harvard Preparatory School, North Hollywood, CA. Graduated 1977