Sales Life Insurance
Resume:
STEPHEN M. RICHMOND
**** ******* ** *****, **** *200Q
Mt. Pleasant, SC 29466
**********@***.***
PROFILE
Extremely capable manager and leader with over thirty years of sales, sales management and customer
service experience. Excellent communication, problem-solving and decision-making skills. Proven ability to
successfully prospect, network and negotiate. Additional executive skills in strategic planning, budgeting,
administration, and regulatory compliance.
EXPERIENCE
Independent Contractor, Mt. Pleasant, SC
Senior Benefits Specialist (August 2013 present)
Develop and implement sales plan.
Represent a full line of insurance products, serving as a trusted advisor to individuals .
Manage all phases of the sales cycle from prospecting to close and follow-up support.
Obtain and provide information on behalf of clients when claims are made.
Great Nation Financial Corporation (GNFC), North Charleston, SC
President (April 2010 December 2013)
Through an extensive state-wide search, enlisted a panel of successful, influential business individuals to
serve on the board of directors. GNFC was incorporated in August 2010.
Recruited, organized, trained and lead a highly talented sales team to initiate the capitalization of GNFC.
Over an extended period of time, worked in cooperation with the South Carolina Secretary of State
Securities Division to register an intrastate public stock offering .
Worked in cooperation with the South Carolina Secretary of State Securities Division to ensure proper
licensure of company representatives.
First Trinity Life Insurance Company, Tulsa, OK
Vice President of Marketing/Agency Director (February 2009 April 2010)
Recruited to lead a highly talented sales team in marketing term, whole-life and annuity products.
Recruited, hired and trained new agents.
Organized and presided over agency meetings on a monthly basis, and attended weekly area meetings in
order to encourage and motivate sales teams.
Accompanied representatives on sales calls to ensure agents were representing company in accordance
with corporate guidelines.
Developed weekly and monthly incentives to motivate sales representatives and reward top producers .
On a regular basis, followed up with new clients to ensure proper company procedures were being
followed by sales representatives.
Mid-Atlantic Benefits, Charleston, WV
Partner (March 2007 to present)
Working in cooperation with major health insurance providers, specialized in designing insurance benefit
packages to fit individual company needs. Target market was small companies with 2 to 50 employees.
Established partnerships with large organizations to distribute discount drug cards to clients, employees
and the general public. (Ongoing)
Utilizing persuasive sales techniques, made recommendations based on an analysis of prospect’s specific
circumstances.
EXPERIENCE (cont’d)
Mid-Atlantic Capital Corporation/Mid-Atlantic Life Insurance Company, Charleston, WV
President (June 2000 March 2007)
Successfully administered the comprehensive start-up and development of a financial holding company.
Recruited, organized, trained and lead a highly talented sales team to capitalize the holding company
through a $6 million stock offering.
Recruited and hired senior management and administrative support staff, and established office policies
and procedures.
Worked with senior management and the board of directors in addressing issues related to corporate
regulatory compliance, financial investments and company direction.
Working in cooperation with the West Virginia Department of Insurance, successfully oversaw the
comprehensive start-up and development of the life insurance.
Recruited, hired and trained, sales representatives to market a life insurance/annuity product
Organized and presided over all product and sales training meetings.
Administered company financial activities, including financial investments.
Oversaw the day-to-day operations, and directed the overall growth of the company.
Working with senior management and the board of directors, successfully negotiated the sale of the life
insurance company.
First Alliance Insurance Company, Lexington, KY
State Director/Assistant Vice-President of Marketing (August 1996 to June 2000)
Consistently recognized as company’s highest grossing sales manager.
Recruited, developed, and managed a superior sales team.
Cultivated and maintained strong business relationships with clients which helped build lead base to meet
sales production goals.
United Income/United Security Assurance – Columbus, OH
State Director (August 1988 to July 1996)
Helped capitalize the financial holding company through a n unprecedented $17.5 million stock offering.
Recruited, developed, and managed a superior sales team.
Consistently recognized as company’s highest grossing sales manager.
EDUCATION
Bachelor’s Business Administration (majors marketing & management)
Capital University Paralegal Degree
LICENSURE
State of South Carolina Department of Insurance - Licensed in Life and Health
Series 63 License
PROFESSIONAL AFFILIATIONS
Past Member, Board of Directors-Randall Bearing Company, Lima, OH
Stephen M. Richmond Page 2
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