Sales Insurance
Resume:
RALPH M. DESANTIS
**** **** ****** *****, ** ****1
Email: *****@***.***
Top-Performing Sales / Management Professional
●Strategic Sales and Marketing ●Investment and Portfolio Planning
●Comprehensive analysis of client’s insurance and financial needs
●Case design and field underwriting for fixed and fixed index annuities
● Trained field sales personnel and CPA’s in the utilization of different systems
Background encompasses 30 years of proven sales experience resulting in the transformation of non- profitable territories into profitable ones.
Formation of The Annuity Center which contributed to company profits considerably.
Established Ralph M. DeSantis Financial Services Company.
Strong leadership qualities; able to build, motivate, and manage dedicated, knowledgeable, and effective teams.
Professional Experience
Ralph M. DeSantis Financial Services Palm Beach Gardens, FL
Independent Insurance Agent 1993 to Present
Responsible for the comprehensive analysis of client’s insurance and retirement needs, objectives, risk tolerance and budget. Determined appropriate insurance products based on client’s objectives.
Strong proficiency in all aspects of life insurance products and fixed/fixed indexed annuities.
Developed substantial clientele base through referrals from existing clients, networking and cold calling.
Professional Planners Marketing Group North Palm Beach, FL
Recruiting Specialist 2006 to 2009
Developed sound marketing strategies to recruit independent insurance agents nationwide. Custom matched independent insurance agents to Marketing Consultants.
Consistently met and exceeded recruiting expectations set by management
Made 100+ outbound calls daily to build client base
Professional Planners Marketing Group North Palm Beach, FL
Annuity Consultant 2003 to 2005
Conferred with independent insurance agents on a case by case basis for the design and field underwriting of fixed and fixed indexed annuities.
Met or exceeded sales quotas set by management very often in the top 5% of the team.
Shared sales ideas with independent agents to help them drive business through the door.
American Benefits Group/The Annuity Center Armonk, NY
Account Executive/Managing Director 1987 to 1993
Designed and implemented the marketing plan and directed the sales effort of The Annuity Center, a subdivision of the American Benefits, Group, specializing in the sale of fixed and variable annuities to qualified investors. Counseled pension plan trustees to make sound investments of the cash assets of their pension plans.
Utilized a self-developed network of CPA’s to prospect for new pension clients.
PROFESSIONAL LICENSES
New York State/Florida State Insurance Licenses: Life, Health, and Annuities
EDUCATION
Bernard M. Baruch College of the City University of New York
Bachelor of Business Administration
Dean’s List Cum Laude Graduate Varsity debate team
Graduate of Xerox Professional Selling Skills Course I and II
HONORS/ACHIEVEMENTS
● President’s Club for outstanding sales performance (Tymshare/Unitax)
● Member of American Marketing Association
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