Sales Life Insurance

Location:

Cleveland, OH

Posted:

April 29, 2015

Contact this candidate

Resume:

Patrick J. Porowski

**** ******** ****** ( Brooklyn, OH 44144 ( Phone: 216-***-**** ( Email:

*********@*******.***

Career Goal: Manager / Operations / Business Development / Financial

Analyst / Sr. Sales Associate

Hard working professional with diverse background. Driven financial services sales

professional with six plus years of sales experience primarily in the financial

services industry. Formerly an accountant with six plus years of public accounting

experience, including four plus years at a Big 4 Firm.. Expert in operations,

employee management, marketing, establishing accounting functions, systems and best

practices; cost-reduction, automation, tax strategies, business development, sales;

and building lasting business relationships to ensure goal-surpassing performance.

Computer skills include proficiency in Excel, Access, SQL, and MS Office.

Education & Training

Accounting and Finance 5/2002

John Carroll UNIVERSITY - University Heights, OH

BACHELOR OF SCIENCE IN ACCOUNTING, 5/2002

Majors: Dual major in Accounting and Finance

Activities: Accounting Association Member, Member Iota Beta Gamma,

Wrestling Team Co-Captain, Football

Bronze Level Certification 2014

Sandler Selling Systems - Glenn Mattson sales & management training

C. Richard Weylman selling systems

Experience

Mutual of Omaha - Neil chonofsky division - Cleveland, OH

Advisor, 7/2014 to Present

With more than 6 years experience as a producer, life specialist, and manager in the

financial services industry, I was brought into the Mutual of Omaha Cleveland Agency

to help grow the agency, be an expert resource on Life insurance, and take on a

leadership role within management. Expert in relationship management, strategic

marketing, primarily worked on growing business unit, and increasing overall company

sales force and exceeding revenue goals. Used management experience to improve all

areas of human resources, including recruiting, interviewing, on boarding, and

integrating the new associates into our firm and culture. Developed and managed new

associates while encouraging them to meet their goals

Focused on relationship management within three markets, senior planning, family

planning, and independent business owners. Business planning focus was in the Middle

Market of $2M - $100M, and strategizing with the business owners on their Exit

plans, Transition plan, and personal financial planning needs.

I have 1 year of C. Richard Weylman selling Systems weekly and monthly training.

Strong communication skills, both verbal and written. Ability to prepare reports and

conduct presentations. Ability to work with and maintain confidential information.

Worked with personal planning clients in the 6 areas of Financial Planning -

Financial Position, Adequate Protection, Wealth Accumulation, Retirement Planning,

Tax Strategies, and Estate Planning. Created and implemented strategies for clients

providing lasting strategies and delivering long term results. Assisted in joint

work with new associates by doing sales meetings, case design, case preparation, and

case implementation all while encouraging them to meet their goals. Continued

professional and personal growth through national conferences, and continuing

education programs.

Key results:

Management Responsibilities - human resources, recruiting, training, coaching,

marketing, and motivating both inexperienced and experienced financial planners.

Includes: building relationships with local universities, career centers, human

resource professionals, and managers at other companies in order to leverage

resources

Specialties included: managing associates, marketing, business development, and

working in middle market with business owners, high net worth individuals,

budgeting, insurance, investments, estate planning, and tax strategies.

Life insurance specialist - Work closely with managers and wholesalers in order to

be an expert resource for all the other agents.

Developed initiatives to become more efficient, reduce budgets, and increase client

service.

Insurance licenses in life, health, and variable lines. Series 6, and Series 63

securities licenses.

Skylight Financial Group / Mass Mutual Financial Group - Cleveland, OH

Managing Associate - Financial Planner, 9/2009 to 07/2014

Excelled 4+ years as a Managing Associate / Financial Planner / Life Insurance

Specialist in the Cleveland office/agency while recruiting and mentoring new hires

and less experienced associates. Expert in relationship management, strategic

marketing, primarily worked on growing business unit, and increasing overall company

sales force and exceeding revenue goals. As the agency Life Specialist, I was

primarily responsible for helping over 100 agents with case design and strategy. I

worked closely with our internal and external Life wholesalers in order to give

feedback on what the agents liked and disliked about the life insurance products,

new product ideas, and the roll out of any new products to the field sales force.

As Managing Associate, I was tasked with being an acting Sales Manager, which

included all human resource responsibilities including recruiting, interviewing, on

boarding, and integrating the new associates into our firm and culture. Developed

and managed new associates while encouraging them to meet their goals

Worked as a member of the Business Private Client Group where the focus was on

business planning for businesses in the $2M - $100M market, and strategizing with

the business owners on their Exit plans, Transition plan, and personal financial

planning needs.

Over 5 years of Sandler Selling Systems weekly and monthly training. Bronze level

certified.