Manager Life Insurance
Resume:
Bradley S. Hoffman
Simi Valley CA. *****
•Retired (FINRA) Financial Adviser
•Wholesale Marketing Manager
•District Sales Manager
I have worked within the Life Insurance and Finanical Services business for the last 26 years, It runs in my blood. My father, Bob Hoffman has worked marketing Life Insurance & other Insurance Benefits for the last 62 years. I consider myself a Relationship Manager. I take pride in my work and I am proud of what I do for a living. I like the satisfaction I get from helping people and making a difference in their lives. I am a native of California and have also worked helping families with siblings that have Special needs or learning disabilities. I also assisted them in complete their Financial Planning, including educating them and referring them to local specialized legal councel to complete their Special Needs Trusts and Living Trusts. As well I helped them in securing enough Life Insurance to protect the son's and daughter's future interests.
I am seeking a Intern Life Underwriting or a Life Underwriting position.
I can help your Company to Underwrite and issue & process Life Insurance applications. I can run Illustrations and handle a heavy work flow. I will help your Company grow threw my hard work, diligence and my attention to detail, which is where my experience and backround are within our industry.
I am looking for a long term position with growth potential.
I am a self starter and work well on my own or in a team setting. I can stay on track and self-manage my daily and weekly activities.
Hoffman and Associates
Relationship Manager
Simi Valley Ca.
Managed and Serviced 700+ active client's Life Insurance policies and other Insurance benefits such as, Health, Diability, Long Term Care and Critical Illness contracts for both families and small business owners.
Daily duties: Conducted over the phone and face to face policies reviews.
Marketed and maintained client relationships and made new ones threw referrals and outgoing prospecting efforts from many other sources.
Interpeted and understood client's multible Insurance policies with different Insurance companies. Shopped these benefit's online with an aray of companies for competitive pricing threw Win-flex web and Pipeline.
Prepared and priced Life Insurance policies threw Win-flex web and put them into presentation form that were usually emailed or mailed to my client's or other agent's or broker's I was representing. I answered questions, started and completed new business applications, packaged them, proof read and scanned them for missing paperwork or data. I prepared cover letters and processed application's for submission to the Insurance carriers.
I have held FINRA Securities license's, Series 6, 22,63 and 65 and have many years exsperience as a Financial Advisor and I also currently hold Insurance license's in the State of California and have held non residence Insurance license's in the states of Texas, Nevada, Florida in the past years.
CPS New Generation Marketing Inc.
Wholesale Marketing Manager
Mission Hills, Ca.
I headed a National program I designed for The Forester's, a Canadian based International insurer with over 1500 agents worldwide. I designed & implemented an Impaired Risk Program for their agents to place high risk and declined cases in 22 states. I managed this program for a year and a few months until Bysis push them into a larger market contract and compensated my client's in ways I could not compete with.
After pre-underwriting 500+ case, reading 10,000's of pages of medical records and 1000's blood and other medical test results my experience was priceless. It is here I became familiar with the underwriting standards still used in the Life Insurance industry today.
I worked here for about 3 years assisting Agent's Brokers, Financial Advisor's by running different companies Illustrations. I was using both Win-flex and Pipelife to access multiple companies software. I have since mastered this art of running competitive quotes for many large players in our industry. Today in the Life Insurance business, many companies have nitches and soft spots and are better priced with different disease's and disorder's. I have learned to keep up with this in underwriting the business I still place today.
I am well versed and I have worked with Prudential, MetLife, Lincoln and Principal National as well as Protective Life, United of Omaha, Banner Life, AIG and Transamerica and Farmers Insurance, just to name a few.
Mutual Of Omaha Financial Services
District Sales Manager
Los Angeles Ca.
Recruited & Trained new and experienced Agents Marketing and Servicing Insurance and Financial Services.
As a Manager, I worked closely with my team conducting bi-weekly training sessions and worked on joint field work seeing client's face to face at thier homes and places of business. I maintained and tracked weekly and monthly sales goals. I Hired and fired Agents. I Traveled to Omaha, Nebraska to Home office 3 times for Sales and Management training classes. I Attended many local training classes to exstend my knowledge on managing Agents and growing my team. As a Financial Advisor and a Registered Representitive I also oversaw other Financial Advisors. I maintained records and files on each of my agents and Financial Advisors. As well I kept my manager on weekly basis informed about the progress of my team and I attended weekly management meetings. I worked here as a employee and a manager for two and a half years before leaving for a better advancement opportunity.
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