Sales Representative
Resume:
RICHARD ROGERS JR.
King of Prussia, PA 19406 **********@*******.***
Summary
Management minded Sales and Marketing Administration Professional with extensive background in the financial services and insurance industry. Focus on Account Management. Solid reputation of delivering quality results and achieving company sales goals.
Professional Experience
AETNA, King of Prussia, PA 2005-
Inside Sales Representative
Responsible for increasing Medicare enrollments in assigned territory.
Increased sales growth for individual Medicare advantage plans. Annual production goals met within first six months of year.
Provided telephone enrollment and sales of individual Medicare products including Medicare advantage, med supplements, and the new prescription drug plan to Medicare-eligible participants.
Provided direction to hundreds of Medicare group retirees for national accounts including General Electric, IBM, Sears, Rohm and Haas, and Lockheed.
Successfully completed Aetna Medicare product training which involved the new Rx Drug Program.
Participated on Employment Advisory Committee member for the company newsletter.
LEAD GENERATION SOLUTIONS, Wayne, PA 2004-2005
Inside Sales Consultant
Responsible for generating quality sales leads and appointments for assigned clients.
Provided inside consulting to Fortune 500 Companies Executives for sales leads.
Consistently met or exceeded weekly sales goals for assigned clients by cold calling prospect lists of large Multi-National corporations, senior marketing and sales executives.
Consulted on product line and strategy for appointment setting of qualified leads for sales appointments consultants, and technical sales clients.
MERRIL LYNCH, Horsham, PA 1998-2001
Account Representative
Responsible for plan administration for 100 small market 401k plans nationwide.
Monitored plan startups,enrollments,payroll contributions, quarterly statements, rollover and withdrawal distributions for small middle market plans.
Reviewed plan documents, adoption agreements coordinate compliance data and annual compliance tests.
Successfully completed Sparks 401k product training in Princeton, NJ.
VANGUARD, Malvern, PA 1996-1998
Communication Associate
Responsible for educating and enrolling large institutional national account participants in company sponsored 401K plans.
Completed Mutual Fund training and Series 6 & 63 NASD Licensing .
Allocated and invested into Vanguard mutual funds for thousands of participants enrolling into 401k and 403b plans.
SENTRY INSURANCE, Wyomissing, PA 1993-1996
Sales Representative
Responsible for marketing and selling commercial insurance group health, and individual life insurance to small and medium size business owners in suburban Philadelphia.
Sales Rookie of the Year 1993. Won other contest awards for sales activity in the territory.
Successfully completed 5-week Corporate Home office training program in Stevens Point, Wisconsin.
KEMPER NATIONAL INSURANCE, Philadelphia, PA 1988-1992
Commercial Lines Marketing Manager
Responsible for the development of Partner Agents Program in Northeast, Central PA, and Suburban Philadelphia. Set up, monitor and review annual marketing plans, contingency agreements and new business account submissions up to $1 million premium including rollover books of business.
Successfully implemented partner program to increase premium volume above $500,000 minimum and reach a satisfactory level of $1 million. Set marketing strategies and production goals for specialty lines underwriting departments including boiler & machinery, HPR, Inland Marine and workmen's compensation underwriting unit.
Territory production volume grew to $12m in volume.
ST. PAUL FIRE AND MARINE, Plymouth Meeting, PA 1985-1988
Marketing Field Supervisor
Territory assignment of Philadelphia including National brokers, Suburban Philadelphia, and State of Delaware.
Increased and monitored agency submission activity through new accounts production (Premium size in excess of $100,000).
Resolved underwriting and balance payment problems, negotiated contingency agreements.
Organized annual sales meetings.
Set marketing strategies for medical, professional, liability underwriting department and electronics and computer services underwriting department.
Territory production size grew to over $20M in volume.
Education
B.A., Public Administration, Shippensburg University, Shippensburg, PA
Business, Villanova University, Villanova, PA
Professional Development
Aetna Supervisory Training
Xerox Sales Course
Sparks 401K Training
Technical Training
Microsoft Office
Lotus Notes
Certifications & Licenses
Health and Acc. &Life Licenses in MD, VA, D.C., WV, NJ, PA, DE,NY,CONN.
Property/ Casualty & Fixed Annuities Insurance License in PA
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