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Sales Life Insurance, P & C, Financial products

Location:
Dacula, GA
Posted:
March 06, 2015

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Resume:

MARCUS J.CARTMELL

**** *** ***** *****

Dacula, Georgia 30019

770-***-**** (c)

acolz5@r.postjobfree.com

cartmelladvisorygroup.com

OBJECTIVE

As a self-motivated, team-spirited and results oriented marketing

professional, I seek to utilize my experience and analytical skills

to contribute to your company's sales objectives and growth. From

product distribution to marketing analysis and business management to

team building, I have developed a proven track record for cultivating

solid business relationships that are long-term and profitable.

PROFESSIONAL STRENGTHS

Strong people skills

Business communication skills

Interpersonal communication skills

Detail oriented, adaptable, and flexible

Sales ability and strong negotiating skills

Self-motivated, initiative with a high level of energy.

Experienced and capable of working in a diverse work-force

Problem analysis, use of judgment and ability to solve problems

efficiently.

An experienced team leader with the ability to initiate/manage

cross-functional teams and multi-disciplinary projects.

EXPERIENCE

Independent Broker -

2009-Presen

t

Broker for Life, Health, Annuity, Property & Casualty Insurance

Identify customers using established lead methods

Demographic analysis of company pricing and underwriting guidelines

Build and maintain relationships with underwriters for personal and

commercial lines

Strong interpersonal skills to build rapport with prospective and

existing clients

Demographical planning for personal and commercial lines growth and

opportunities

Provides safe Retirement planning through sell of Fixed Indexed

Annuities

Seminar education for retirement planning, establish public speaker

Wealth transfers using Second to Die, Indexed UL and life insurance

products

Field Sales Leader - Horace Mann Insurance Company 2008-2009

Managed and trained 14 Financial Representatives in North Georgia

territory market

Traveled 75% to foster and develop superior communication with sales

team

Drive results through coaching, development, training, and

performance management

Helped representatives open on Agency and hire & train staff

Recruited and trained agents on how to become successful agency

business owners

Developed business plan for agent to drive revenue through personal &

commercial lines

Designed territory for expansion to bring on new Insurance &

financial representatives

Designed and document service specification for assigned accounts

Create new marketing ideas for each territory based on product needs

and pricing

Set goals and developed feasible attainable marketing strategies to

obtain profitable results

Monitored all lines of business while addressing Company's

expectation

Franchise Owner/Cartmell & Sons, Inc.

2004-2008

Demographical study of marketing potential for business

Designed business plan to obtain 2.4 million loan

CEO/CFO of operations

Constructed budget for operations

Hired and trained staff to comply with state and federal regulations

Grossed sales of over $950,000 in first year

Managed P&L

Independent Broker for Life, Health, Annuity and Property & Casualty

Insurance

Clearly articulate clients protection and coverage

Consultative sales using power point

Seminar selling to groups and decision makers of Affinity groups

Built relationship with underwriters to write profitable business

Maintain relationship with companies Risk Control division

External Wholesaler, The Milner Group

2000-2004

Developed strategic marketing plan for wholesale distribution of

financial/insurance products

Built strong relationships that produced sales with key customers in

territory

Consultative sales to business owners to sell company products with

quality service

Operational and Account management through technology products

Exceeded quota by 50% with leadership mentality in company with 7

million in sales

Weekly and monthly sales calls to validate training requirements

Travel on a regular basis in ensure result driven environment

Regional Marketing Coordinator -

1998-2000

Bankers Fidelity Life Insurance Company

Built 8 state region from infancy to top region in company

Negotiated and created sales presentation for a $500,000 block of

business for $50 million company

Cultivated and maintained strong relationships with sales force

Recruited, managed and trained six regional sales directors that

produced $6.3 million in sales up from $1.5 million in previous two

years

Developed strategic operational and management plan for distribution

Exceeded first year quota of 2.3mil by 78% with leadership mentality

Exceeded second year quota of 6mil by 10% with leadership mentality

The Cartmell Agency

1989-1998

Independent insurance sales and business planning

Life and Health insurance sales specialist

Senior market sales specialist

Account Representative, Southland Life Insurance Co.

1986-1989

Account/Sales Representative

Developed and enlarged territory through demographical study

Achieved New Agent award for revenue growth

The Coca-Cola Company

Jr. Relief personnel that covers all territories in Division

Performed sales to Key Retail Accounts

Merchandiser that sold products to large retail chains and managed

accounts

Full Service route representative that serviced and sold to a

specific territory

EDUCATION

Brenau University, Bachelor of Business Administration -

June 1995

Gainesville College, Associates Degree Criminal Justice -

June 1993

(Athletic Scholarship)

CERTIFICATION

Finra Licensed Series 6, 63 and Georgia variable for investments

Certified High School baseball coach

AWARDS RECEIVED

Atlantic American/Bankers Fidelity Life Insurance Co., Sales

Congress-1995- Lucerne, Switzerland/Silver Club Award, 1996-Caribbean

Cruise Silver Club Award, 1997- London, England/Silver Club Award

American Family Life Assurance Company, Fireball Series Award-1993

American Family Life Assurance Company, Among top 3 agents, Athens

Regional office-1992

American Family Life Assurance Company, Top Rookie Agent-1991

REFERENCES

References available upon request.



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