Sales Insurance

Paul Raymond Sanfilippo

**** ******* ***, ****** ******* Ca 95610 ***************@*****.*** Direct 916-***-****

My 19 years’ experience in sales, management, business development, recruiting, operations, marketing, management, and software development in the financial services industry that delivers a deep understanding of the customer needs, insight into the competitive landscape and a solution offering that delivers an unparalleled customer experience.

Work Experience: 03-2011 to 03-2016

Director of Sales, Marketing & Product Development

DataRaptor Technologies Inc (Pinney Insurance Company)

2266 Lava Ridge Court, Roseville, CA 95662

Recruited and managed Agencies and Affiliate lead partners whom are focused on the digital consumer and creating an online digital life insurance agency for Pinney Insurance wholesale distribution division.

Provided consulting services and best practices of SEO, SEM, Content Marketing, Website Design, Lead Management, Agency Management, Salesforce Automation, Insurance Product Design and Distribution.

Offering technical expertise on how to market design and sell Annuities, Life, Long-term Care and Disability Insurance.

Provided carrier and third party software training on illustration software, cases design, underwriting, and advanced concept strategies.

Provided demonstrations of the DataRaptor CRM capabilities to all new users and prospective customers identifying the capabilities that meet the owners’ immediate needs.

Conducted workshops, conferences, seminars, engaging customers on implementing best practices around technology while meeting their current business objectives.

Managed a team of internal and external agents in their day to day service needs, sales objectives, product design and sales performance.

Managed a team of marketing professionals and provided directive on brand development, “go to marketing” strategy, customer acquisition and retention programs, defined personas and buyers journey processes, agent and consumer sales presentation, website, email, newsletter, landing page, social media content for multiple brands.

Contributed to the strategic design and creation of an enterprise SaaS Insurance agency management system that provides a single source software to manage agencies and engage at every step of the consumers buying journey from lead creation, policy management, delivery, up-sell/cross-sell and advocacy.

Work closely as the project manager with the VP of sales, designers, engineers, and customer success in developing the optimal user experience and process enhancements for Dataraptor CRM with integration of over 60 Insurance Carriers and underwriting platforms and 30 e-solution and product quoting technologies.

Perform analysis, research, and problem duplication in the software form the testing environment to deployment into the production environment.

Work Experience: 2-2010 to 02/2011

VP of Sales and Marketing

CPS Insurance Services

1610 Arden Way suite 135, Sacramento, CA 95815

Open new channels of distribution via professional networking, dedicated prospecting and cold-calling, and establishing partnerships and alliances by offering technical expertise on how to market design and sell Annuities, Life, Long-term Care and Disability Insurance.

Delivering sales presentations to top agencies and assisting insurance agents with client point of sale presentations.

Responsible for unifying the marketing of the organization’s services to create a “brand” that is recognized for quality, integrity and the expansive services in the industry.

Develop a strong web-based marketing strategy that complements the company’s ongoing marketing methods and strategies.

Statistically analyze marketing programs and adjusts strategy and tactics to increase effectiveness to meet changing market and competitive conditions.

Work Experience: 6-2004 to 10-2009

Regional Sales Director

CRUMP Life Insurance Services

2233 Watt Ave # 50, Sacramento, CA 95825

Generated revenue by leading sales outreach activities including opportunity identification, evaluation, negotiations and deal execution. My value added approach is my ability to interface and effectively work with various entities while delivering advanced selling concepts that immediately impact the bottom line. My approach focuses on a strong emphasis in acquisitions and development of new agents, agencies, marketing groups and institutional accounts that generated over 7 million of target premium annually.

My responsibilities include managing a sales team for the Greater West Coast Market place through scheduled conference communications, personal visits to establish, maintain and strengthen relationships. My success is derived from the strong partnerships built with clients by helping them succeed through value added strategies.

I am continually conducting frequent sales calls recommending product positioning, service levels, and selling strategies to produce the highest possible long-term market share. My market segment specialization focuses on Advisors that work in the Super Affluent and Business market space.

The majority of the cases center on the Estate Transfer and Wealth Preservation process encompassing the use of Premium finance and Split dollar design. My involvement within the transaction combines the initial design of the case, risk underwriting, negotiating offers with carrier underwriters and the arrangement of the financing.

My additional focus is in the Mass Affluent market focusing on risk management through general need based planning of Life, Long-term Care, Disability and Annuities. My scope work extends into the business planning market with buy-sell funding, bonus arrangements, continuity planning, succession planning and executive carve-out policies.

Work Experience: 06-1998 to 06-2004

Independent Insurance Advisor

Sanfilippo Insurance Agency Sacramento, CA

Owned and operated an independent insurance agency

Focus on selling insurance products face to face in the pension and small business marketplace.

Policy evaluation services and retirement Gap Analysis was the primary focus in generation business.

Policy remediation and retirement planning services were offered through life insurance, long-term care insurance and annuities.

My understanding and knowledge of Insurance, Benefit plans, 401k plans, IRA's, Money Market Instruments, and Consumer Lending have created the components of my business.

My ability to apply advanced concepts in estate planning, economics of charitable giving, employee benefit reviews, funding analysis, lump sum and retirement distribution analysis, retirement planning, educational planning and financial planning has established myself as an asset to many clients.

In addition, my ability to analyze client’s investment portfolios and utilize asset allocation formulas according to proper due-diligence enabled my recommendations and solutions based on wide range of investment vehicles.

My success in the financial service industry is directly correlated to my abilities to identify target markets with effective competence.

Educational Background:

1991 to 1992 Long Island University C.W. Post Campus, 720 Northern Boulevard, Brookville, New York 11548-1300

1992 to 1994 Palomar College 1140 West Mission Road San Marcos, California 92069-1487

1993 to 1996 Mira Costa College One Barnard Drive, Oceanside CA 92056

1996 to 1997 Santa Monica College 1900 Pico Boulevard Santa Monica, California 90405

All References Will Be Furnished Upon Request.

Contact this candidate