Life Insurance Sales
Resume:
Paul R Casper
Resume
My goal is to provide extraordinary service to those whom I am privileged
to serve. To be able to make their experience one they may remember as
pleasant and helpful.
I want to be known as capable and knowledgeable and reliable.
Objective
I would like to provide customer service and fulfillment through various
channels (e.g. phone, email and fax). I work well under general
supervision.
I have been in sales for many years
I have a high school diploma and some college hours.
I am currently licensed to sell life and health insurance in the state of
Texas
Work Experience
Contractor with Peyton Resource Group for USAA
San Antonio, TX
May 2011 to December 2014
I helped USAA's members with their Required Minimum Distributions and
redemptions from their Mutual Fund IRA accounts
I worked with the database, contacted theirr customers to resolve issues
and also contacted losing companies to have funds moved over to USAA for
their members.
December 2010 to March 2011
In this capacity, I spoke with members on the phone regarding their mutual
fund investments accounts and help solve problems or issues they have.
At times this would involve extensive research in our database and possibly
looking up past statements or transactions.
I also backed up the Tax Team to answer questions about current and earlier
tax forms.
Self-Employed Life Insurance Sales
Lakehills, TX
Jan 2010 to December 2010
I sold life insurance and health insurance in people's homes
Guaranty Bank/BBVA Compass Bank
Bandera, TX
Oct 2008 to Jan 2010
In my position as Personal Banker, I opened accounts, closed accounts and
also sold and serviced investments including Fixed and Variable Annuities
and Mutual Funds.
My position also entailed resolving customer complaints and difficulties
both over the phone and in person. Any escalated complaints that the
tellers couldn't handle would be directed to me. I was given discretion in
waiving fees and making account credits.
In 2009 I sold over $1.5 million in investments in a town with a population
of 955 people.
Unfortunately, due to a real estate issue, BBVA Compass decided to close
this location.
Not wanting to drive back and forth from either San Antonio or Kerrville, I
went back to self-employed Life and Health insurance sales.
USAA Life Insurance Co San Antonio, TX - employee
June 1999 to July 2007
In my position as Life and annuity sales representative, I took incoming
calls and spoke to people about Life insurance and Fixed Annuities and also
our new product at the time, Variable Annuities. I was involved with
selling Medicare Part D policies as well.
I won numerous awards up to and including a $5,000 bonus and a trip to
Hawaii.
I was charged with helping out with service issues on these policies as
well.
At one point, due to my intimate knowledge with the Variable annuities, was
assigned to a team that handled escalated complaint calls which stemmed
from USAA's decision to leave the Variable annuity business.
It was my job to help our members understand that no matter how badly they
wanted to have a USAA variable annuity, USAA was exiting the VA business
and they would no longer offer those products. I also had to help our
members understand that the fewer Variable Annuities we had on the books,
the larger proportionate fees they would have to pay to leave funds in
those plans. Many were very unhappy - But USAA thought it was for the best
at the time.
KISELIS Brokerage Services
San Antonio, TX
January 1999 to June 1999
It was my job to work with insurance and annuity agents to help them build
their businesses.
In the short time that I was with them, the firm's sales almost doubled
from the same time the last year and had their best year up to that point.
I enjoyed working for the Kiselis's and learned many, many things from
them. They had an excellent reputation.
The only reason I left is that I had been trying to get into USAA and they
made me an offer. The benefits were much better also, which I was in dire
need of at the time, since my wife was expecting a child.
Prior to Kiselis Brokerage Services, I have sold Nextel Radios, Kirby
Vacuums (door-to-door) and trained others to do so for over 10 years.
Managed several sales teams, and owned my own Hearing Aid dispensing
business in which I employed several people.
My wife, sons and I have also bought many homes, fixed them and sold them
for a profit.
My goal is to work for a company that I can be proud of and grow
professionally and personally.
References are available upon request.
Paul Casper
426 Cline Ranch Rd
Lakehills, TX 78063
********@*****.***
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