Insurance Sales and financial sales

Peggy Polomcean

Objective Employment in Insurance, Financial Planning Advisor field (s).

Licensing Financial Planning Licensees:

NASD Series 6, 63 1990-Present

Insurance:

Licensed for: Life, Health and Disability Insurance sales (1991-Present) Long Term Care/Virginia Partnership Certification (VA)-Feb. 2011 Professional

experience

02/2010-Present Nationwide Insurance and Alexandria, VA Financial Services

Registered Representative

Responsibilities:

Sales and service of Financial and Insurance Products

• Initiate prospective sales from existing client base and cold calling

• Provide appropriate information for clients in making insurance and financial choices.

• Assist clients applying for various financial and insurance products Prepare and present financial needs analysis.

04/20/09-06/2009 State Farm Insurance Falls Church, VA. Insurance Agent

Responsibilities:

-Sales and Service of P&C products

• Assist clients with various P&C issues

• Prepare quotes for auto and homeowners insurance

• Prepare bank deposits

• Accept payments from clients

08/2008-04/20/09 MetLife Resources Columbia, MD

Financial Services Representative

Responsibilities:

-Sales and service of Financial and Insurance Products

• Initiate prospective sales from existing 403B client base

• Responsible for the enrollment and servicing of employee 403B plans

• Provide appropriate information for clients in making insurance and financial choices.

• Assist clients applying for various financial and insurance products

-Prepare and present financial needs analysis.

03/2007-6/2008 Nationwide Insurance and Alexandria, VA Financial Services

Registered Representative

Responsibilities:

Sales and service of Financial and Insurance Products

• Initiate prospective sales from existing client base and cold calling

• Provide appropriate information for clients in making insurance and financial choices.

• Assist clients applying for various financial and insurance products

• Prepare and present financial needs analysis.

10/2004-03/2007 Reliaquote Falls church, VA

Mortgage Insurance Specialist

Responsibilities:

-Remarketing Team

• Initiate prospective client contact through website/call center referrals.

• Provide appropriate information for clients in making insurance choices.

• Assist clients applying for level term insurance.

-Mortgage Protection Team

• Contact prospective clients who have requested information.

• Promote the sale of level term insurance to protect their mortgage. Peggy Polomcean 703-***-****

6145 E. Edsall Rd ********@*******.***

Alexandria, VA 22304

04/2004-10/2004 Temp Work (Various)

-Bloomingdale’s Tyson’s Corner, VA

-Fashion Designer Representative

• Represented Designers; promoted Designer’s fashions to the store consumers.

-State Farm Insurance Vienna, VA

-Registered Insurance Representative

• Serviced and sold Insurance products; Prospect for new life and health business. 02/2001-04/2003 Foresters Falls Church, VA

Fraternal Service Agent/Financial Representative

Responsibilities:

• Sold financial and insurance products to members of a fraternal organization.

• Increased membership to organization though sale of Foresters Life Insurance and Annuities.

• Prepared financial plans with the aid of “Naviplan” financial planning software. 12/1997-02/2001 Copeland/Citicorp/Citibank Columbia, MD Silver Spring, MD, and Clifton Park, NY

Account Executive

Responsibilities:

• Sold financial and insurance to non-profit businesses (401B).

• Prepared and presented employee personal financial plans, including retirement and college plans.

• Sold Bank product and loan processing.

• Service 3 hospitals in NY State after moving to DC area. 07/1995-12/1997 Lesko Financial Service Binghamton, NY Financial Representative

Responsibilities:

• Sold Financial and insurance products to the business community and private sector.

• Prepared and presented personal financial plan, including retirement and college plans. Education

Deposit Central High School Deposit, NY

High School Diploma, Business and Home Economics

Interests and Business

initiatives

4/1983-Present Mary Kay Cosmetics

Beauty Consultant Team Leader

Responsibilities

• Sales and service of cosmetic products to my clients; Promoted to team leader in 1986; Trained and motivated a team of 15+ beauty consultants.

Note: Compensation included earning the use of Mary Kay lease cars.

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