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Sales Life Insurance

Location:
Aurora, CO
Posted:
July 20, 2015

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Resume:

Arvis F. Hadley

**** *. ******** ***

Centennial, CO 80013

303-***-****

acquaw@r.postjobfree.com

Professional Experience

****-*******

QTX Systems

Manager of Analysis & Client Solutions who is a member of the Executive Team responsible for the generation of inroads and business development between QTX Systems, our external business partners and new affiliates while overseeing the smooth workflow between internal departments and their subsidiaries. This includes Clientele discovery, IT needs analysis and performance enhancement solutions presentation, Onboarding strategy development, Marketing initiatives, Strategic implementation and analysis of short and long-term financial targets, Cost and revenue management to drive profitability, due diligence expertise, Process improvement, internal controls design, Compliance management, and Report generation.

2011-2013

Cetera Advisors

Internal Wholesaler with a distinctive track record for success in product management, generating and closing both internal and external sales, organizational change, achieving operational effectiveness and efficiencies, driving results, demonstrating systemic thinking and insightful problem solving, and delivering value-added market and financial analysis. Pragmatic leader who thrives in a forward thinking and challenging work environment. Reputation for strong work ethic, approachability, people development and commitment to team leadership and innovative approaches. MSB, BA, FINRA Registered (Series 7 & 63) with Life and Health Insurance Licenses.

2005-2011 TIAA-CREF Denver, CO

Life Insurance Sales Specialist

Life Insurance Specialist with the proven distinction for being one of the top producers in the sale of TIAA-CREF’s Term and Universal Life insurance products and policies in 2007 and 2008 generating and closing both internal and external sales. Helped the department manage organizational change while achieving operational effectiveness and efficiencies, driving results, demonstrating systemic thinking and insightful problem solving, and delivering value-added market and financial analysis. My work ethic spoke for itself while being one of the few members who was asked to stay on the team as the firm went through a phase of reorganizational change.

2004-2005 Beneficial/Peoples Choice Home Loans Inc. Denver, CO

Assistant Sales Manager

Strategic partner to functional heads, Financial planning, analysis, and controls, Cost and revenue management to drive profitability, due diligence expertise, Lean management of cash and capital resources, Process improvement, internal controls, and compliance management. Led regional program for financial reporting and presentations to regional directors and CFOs.

Spearheaded program to upgrade profit reporting and analysis, reflecting declining economic conditions and segmentation shifts, resulting in change of business strategy and more risk management. Results incorporated in business plan forwarded to the upper-management of HSBC as well as managed office sales team processes.

1997-2004 Charles Schwab & Co. Denver, CO

Senior Representative/Quality-Compliance Analyst

Championed a new financial model instrumental in supporting monthly business plan product by way of technical analysis models and sales models. Reported results to president, vice president and directors, expanded sales department by more than 400%. Developed and implemented the Wealth Management and Advice Model presently being used at the firm, Monitored and analyzed broker interactions with clientele to ensure adherence to NASD, SEC, and corporate regulations and placed security and exchange trades on all of the major security exchanges for the firm’s top clientele, Coached managers on the use of the most effective management and problem resolution techniques while producing monthly metrics that were reported to upper management in a high call volume call center.

1995-1997 Kent Denver Country Day School Englewood, CO

Teacher

Teacher of Algebra l-2, Pre-Calculus, and Calculus

Student Advisor

Coached track and basketball

Education

MSB, Colorado State University School of Business, Denver, CO

BA, Cornell University School of Economics, Ithaca NY,

References

Steve Oliver, Director, Cambridge Securities, West Beach, VA 804-***-****

Marsha Lockwood, Manager, Cetera Advisors, Denver, CO, 303-***-****

Richard Thompson, CEO QTX Technologies, Rahway, NJ, 646-361--1596

Matt Brown, External Wholesaler, Transamerica Life Insurance, Denver CO 585-***-****

Lori Woodard, Director at TYRX Pharmaceuticals South New Jersey, 908-***-****



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