Sales professional in Insurance and investment products

STEPHEN C. FEIGENBAUM, CLU

** ****** *, **** *****, FL 33434

Phone: Cell 732-***-**** Email:acs0vg@r.postjobfree.com

SUMMARY:

Resourceful sales professional with an extensive experience in 401(k) retirement sales, client management and consulting with a proven track record of 20 plus years of success based on building relationships with advisors, corporate decision-makers and plan participants. Seeking a challenging position whereby I can apply my core competencies and make a major contribution to an employer's profitability. PROFESSIONAL EMPLOYMENT HISTORY:

AutoNation, Inc,/Volvo - Delray, Delray Beach, FL 8/2014 -2/2015 Sales & Leasing Consultant

Cultivate relationships with prospective customers by educating buyers.

Promoted and provided test drives to sell Volvo new and used cars vehicles.

Cross sell pre-owned vehicles of other brands at the dealership thru trade-ins and lease returns.

Vehicle delivery orientation sessions to new customers to provide a peerless buying experience. Principal Financial Group, Miramar, FL 4/2014 - 7/2014 Financial Advisor

Create relationships with employers, healthcare professionals, and their employees to assist them with planning for their retirement and financial security.

Cultivate client through seminars, networking, prospecting, and referrals.

Employ holistic financial planning analysis to discover my client's needs.

Suggest and sell products that are the best solutions to satisfy my client's financial needs MetLife, Uniondale, NY & Boca Raton, FL 4/2012 - 3/2014 Financial Services Representative/Investment Advisor

Create Relationships with educators, healthcare professionals, and/or government employees to assist them with planning for their retirement and financial security.

Establish client relations through seminars, networking, prospecting, and referrals.

Utilize financial planning tools to better understand clients' retirement and family protection needs.

Suggest and sell products that are best suited to fit their needs. Principal Financial Group, Parsippany, NJ 8/2005 – 10/2011 Senior Employee Benefit Specialist

Promoted Principal Retire Secure (worksite) Program to advisors, clients and plan participants.

Conducted group education presentations and 6,500 one-on-one meetings with plan participants.

Improved plan participation by 9.3%, increased participant contributions by 4.1%, and provided guidance to participants as to investment select and diversification.

Initiated rollover consolidation of prior plan assets for plan participants averaging $3.8 million per year. American United Life Insurance Company, Princeton, NJ 2/2005 – 8/2005 Client Services Consultant

Responsible for account management of 85 retirement plans ranging in size from 15 to 400 plan participants.

Managed the after-sale new business conversion processes and conducted group enrollment meetings.

Handled client meetings to review compliance-testing results, plan fiduciary responsibilities, review investment performance and strategized with clients to enhance their investment options. SCF BENEFITS CONSULTANT, Mountainside, NJ 3/2002 – 2/2005 Benefits Consultant (self-employed)

Launched an employee benefit consulting practice with the emphasis on employer sponsored retirement plans.

Conducted thorough investment selection processes and plan cost analysis.

Coordinated plan implementations between the client and service providers.

Performed group education presentations and consultative participant meetings. PINNACLE INSURANCE SOLUTIONS, LLC, Fairfield, NJ 5/2000 – 3/2002 Vice President of Product Development

Created of a non-insurance health savings product through market and health network research.

Initiated an employee benefit consulting/brokerage practice within Pinnacle Insurance Solutions.

Cultivated employee benefit business from existing clients by cross-selling products. MUTUAL OF OMAHA, Retirement Plans Division, Morristown, NJ 3/1998 – 4/2000 Retirement Plans Manager

Responsible for the introduction and the sale of Mutual of Omaha’s new 401(k) product.

Developed a distribution strategy was to sell the products through benefit consultants and insurance brokers.

Provided value-added services, such as, investment analysis and plan feature comparisons.

Generated $12.3 million in new business sales.

CIGNA, Garwood, NJ 3/1997 – 12/1997

Regional Sales Vice President

Regional wholesaler for Cigna’s new small market 401(k) product.

Sales distribution through broker/dealers, benefit consultants and insurance brokers.

Consultative support to drive sales, such as, investment analysis and plan feature comparisons.

Generated $25.8 million in new business sales.

NEW ENGLAND RETIREMENT SERVICES, Cranford, NJ 1/1995 – 2/1997 Regional Pension Sales Manager

Developed relationships with New England’s captive agents to sell New England’s retirement products.

Instrumental in new business conversion processes, including plan implementation and enrollment meetings.

Generated $14.2 million in new business sale.

ALLMERICA FINANCIAL, Englewood Cliffs, NJ 1977 - 1994

(Formerly State Mutual Life Insurance Company)

Regional Pension Sales Director

Started as a group sales representative selling group health, disability income, dental, vision, group life, and retirement products and eventually became a Regional Pension Sales Director.

Sold retirement products, such as, defined benefit plans, single premium annuity contracts, 401k plans, profiting sharing & money purchase plans, and GIC contracts.

Plan design and investment strategies were the key components to my sales success.

Managed plan implementation, new business conversion processes, and conducted enrollment meetings.

Made numerous sales presentations to decision makers resulting in new business sales valued at $2.3 billion.

Executed several direct sales campaigns that resulted in $257.8 million in new business. EDUCATION:

B.A. Sociology, University of Central Oklahoma

Continuous education includes various in-house sales training, such as, Xerox Selling, Fusion Group Selling, Integrity Selling, and insurance licenses continuing education courses. CERTIFICATIONS:

Florida and New York Insurance Licenses

Chartered Life Underwriter designation, American College of Insurance

FINRA series 6,7,63, and 65 licenses

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