RONALD H. MOSS

*** ****** ****

Newbury Park, CA 91320

Phone: 805-***-****

Email: acwjo0@r.postjobfree.com

Objective

Insurance Company Executive Management position.

Insurance Company Regional Director position.

Insurance Company Executive Director position.

Insurance Company Business Development / Marketing Manager position.

Insurance Company Sales Growth and Retention Executive position.

California Insurance License is active and current

Life / Health - Broker / Agent

Fire / Casualty - Broker / Agent

Profile Statement

Results orientated sales management professional with solid experience in the Insurance and Financial Products industries. Excellent track record in recruitment, training and motivating staff to achieve sales and corporate objectives. Proven ability to drive new business through establishing strategic relationships with business partners and the general public. Development of high volume and high profit accounts to reach corporate revenue objectives. Successful design and implementation of innovative, national sales promotions and advertising campaigns.

Adept at forecasting, budgeting and Profit & Loss. A self-motivated sales manager with over twenty years experience. Strong strategic skills resulting in new business development and significant competitive market share growth. Proven ability to secure customer loyalty and improve customer retention. A passionate coach and mentor resulting in the development of top performing sales teams.

An energetic and dynamic sales manager with proven skills in key account management, negotiating complex agreements, strategic planning and relationship development.

A goal-driven manager with the proven ability to effectively penetrate and develop key competitive accounts.

Proven track record of the following:

Introduction of innovative solutions and strategies to improve efficiencies

Financial and marketing plans to achieve company goals

Development and implementation of robust operational processes

Profit and loss management

Effective introduction and management of organizational change

Establishment of high level relationships with key customers

Recruitment, training and empowerment of employees to achieve goals

Strong revenue growth and performance excellence

Commercial Property Insurance

Business Owner Insurance

Commercial Auto and Liability Insurance

Workers Comp Insurance

Liability Insurance

Home and Auto Insurance

Flood and Earthquake Insurance

Health Insurance and Life Insurance(Individual & Group Insurance)

Indexed Life Insurance

Disability Insurance (Individual & Group Insurance)

Cancer Insurance (Individual & Group Insurance)

Long Term Care Insurance (Individual & Group Insurance)

Deferred and Immediate Annuities

Work Experience

Business Agency Owner / General Sales Manager

Ronald Moss Insurance Agency, Newbury Park, CA

July 2013 – Present Date

Primary products / services for Individual and Group Sales of: Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, and Retirement Planning. IRA’s, Roth IRA’s, Annuities, Cash Value Life Insurance and other financial products.

Manage daily sales activities of sales staff across a multi-state territory

Develop sales strategy to meet corporate sales goals and revenues

Design and implement effective district and national sales programs to increase market share

Recruit, train, coach and motivate staff to drive high performance levels and reduce turnover

Develop pricing schedules and rates

Negotiate sales agreements for individual and Group Corporate Sales

Conduct market research and analysis

Identify new market needs and product opportunities

Implement merchandising strategies

Represent company at industry conference and trade shows

Devise national sales promotions and advertising campaigns

Prepare accurate sales forecasts

Administer budget

Troubleshoot key accounts

Collaborate with cross-functional teams

Business Relationship with: Trans America Life, Genworth Life, John Hancock

Life, Prudential Life, Fidelity Life, American General, Aetna, Blue Cross,

Blue Shield, Lincoln National Life, ING Reliastar Life and Others

Senior Sales Producer / Sales Team Trainer

AAA Life Insurance Company - The Auto Club Group

Los Angeles, California

March 2009 – July 2013

Retail Sales of Life Insurance and Annuity Products

Term Life Insurance, Whole Life Insurance, Universal Life Insurance

Deferred Annuities, Single Premium Immediate Annuities

Inheritance Wealth Transfer Life

Insurance and Retirement Plans (IRAs, Roth IRAs, SEP, Rollover / Transfers)

Supervised all sales activity within defined region to consistently achieve and exceed sales targets

Implemented all sales and marketing programs within the territory

Managed all aspects of the training and development of sales staff

Generated increased revenue over and above corporate requirements

Annual client reviews to reinforce product value and brand name identification

Solicited and converted new customers increasing book of business 29%

Increased market share in assigned territory

Developed extensive sales channels through new clients and retail outlets

Developed local sales and marketing strategy

Developed relationships with centers of influence within the local communities

Assess and seek out additional markets and business opportunities

Manage and supports organizational product strategy

Attend public marketing events in order to generate new clients

Chamber of Commerce member

Public speaker at community events to drive new sales and product

Solutions for business owners and their employees

ALLSTATE INSURANCE COMPANY

ALLSTATE FINANCIAL SERVICES, LLC

Los Angeles, California

February 2004 – March 2009

ALLSTATE INSURANCE AGENCY- OWNER / DIRECTOR / MANAGER

ALLSTATE PERSONAL FINANCIAL REPRESENTATIVE

Have binding authority for all Allstate Insurance Company Products-

Property & Casualty Insurance, Life & Health Insurance, Financial & Bank Products

Allstate Insurance Products-

Commercial Property Insurance

Business Owner Insurance

Commercial Auto and Liability Insurance

Workers Comp Insurance

Liability Insurance

Home and Auto Insurance

Flood and Earthquake Insurance

Health Insurance and Life Insurance(Individual & Group Insurance)

Indexed Life Insurance

Disability Insurance (Individual & Group Insurance)

Cancer Insurance (Individual & Group Insurance)

Long Term Care Insurance (Individual & Group Insurance)

Deferred and Immediate Annuities

Allstate Financial Products-

NASD / FINRA Registered Representative Series 6 and 63

Investment Company and Variable Contracts Products Representative

Variable Life Insurance and Variable Annuities

Variable Universal Life Insurance

Mutual Funds

529 College Savings Plan and Coverdell Plans

401(k)’s and 403(b)’s, SEP IRA, Simple IRA

Roth IRA, Traditional IRA, Rollovers and Transfers

Custodial Accounts for Minors, UTMA and UGMA accounts

Estate Planning

Banking Products, Savings and CD’s

Loans – Mortgage

Credit Cards and Money Market Accounts

Allstate Insurance and Financial Products –Managing and Training agents with the goal of attracting new clients and to increase book of business.

Provide Allstate Agency Owners’ training to improve their selling skills to be successful in Life Insurance, Annuities and Financial Services

Assist in sales presentations to their current clients

Partner with Allstate Agents to work and cross-sell their current P&C clients

Responsible for increasing sales of Life Insurance and Financial Products to assigned Allstate P&C agents.

Expanding Allstate Agency’s Life and Financial Services book of business by partnering with Allstate Agents who have low production numbers

Cross selling additional lines and financial services as needed by the client

Advertising and marketing to the general public and business owners

Conducting sales presentations on various insurance products and services

Cold calling, X-dating, prospecting different market segments

Increasing policies in force of Allstate Agents multi-line products

Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, and coordinating

Establishes strategic goals by gathering pertinent business, financial, service, and operations information; choosing a course of action; defining objectives; evaluating outcomes.

Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.

Maintains quality service by enforcing quality and customer service standards; analyzing and resolving quality and customer service problems; identifying trends; recommending system improvements.

RONALD MOSS INSURANCE AGENCY

FARMERS INSURANCE GROUP

FARMERS FINANCIAL SOLUTIONS. LLC

Ronald Moss - REGISTERED REPRESENTATIVE, NASD / FINRA

Los Angeles, California

January 2001 – February 2004

Insurance and Financial Services offered through the Farmers Insurance Group

and Farmers Financial Solutions, LLC.

Farmers Insurance Group Agency Owner-

Offering a full line of insurance and financial products.

Fully licensed insurance and securities agent.

Registered Representative member of the NASD / FINA

Home, Auto and Life Insurance and Financial Products. Commercial, Business Owners, Workers Compensation, Umbrella Liability, Life, Health, Dental, Long Term Care, Disability, Employee Liability, Flood Insurance, Earthquake Insurance, and others.

INSURANCE AND FINANCIAL SERVICES

Variable Life, Variable Annuities, 529 College Savings Plan, 401(k), 403(b),

Wealth Transfers, Rollovers, and Mutual Funds.

Franklin Templeton, MFS, Oppenheimer, WM Group of Funds, The American Funds,

Putnam Investments, AIM Funds, Scudder Investments, Nations Funds.

Securities offered through Farmers Financial Solutions, LLC, Member NASD

Recruited and trained sales staff

Designed and maintained business plan

Created marketing campaigns for specific products and client base

Assigned and set sales goal levels for each staff member

Conducted weekly sales meetings with staff

Quickly made recommendations to each staff member

Trained staff in new and existing product specifics

Monitored sales and activity reports

Handled client requests and quickly responded to clients needs.

Compliance (Federal and State) reports completed on time

Farmers Insurance corporate rules enforced

Developed new prospect market segments

Increased book of business

Business overall growth and rate of return higher than expected

Education

M.A. and B.A. College Graduate

Masters in Communications - Major: Marketing/Advertising

New York Institute of Technology: Westbury, New York

Bachelor of Arts - English/Secondary Education Teaching

State University New York: New Paltz, New York

EDUCATION / TRAINING

CALIFORNIA INSURANCE LICENSE # 0D64387

LIFE and HEALTH AGENT

FIRE AND CASUALTY BROKER-AGENT

Skills / Qualifications

MS Office PowerPoint, Excel, Outlook, Word, others

CRM software systems

Financial Planning and Strategy

Top Level Telephone Skills

Marketing Concepts

Team Member

People Management

Territory Management

Sales Planning and Competitive Analysis

Understanding the Customer, Client Focused

Product Development

Creative Services

Over 20 years of business management experience

Track record of sound judgment

Leadership and execution skills

Record of success in previous roles

Persuasive Communication Skills in regard to Sales Presentations

Excellent Verbal and Written Reporting and Telephone Skills

Capable of moving multiple projects forward simultaneously, meeting deadlines

Business to Business Sales Ability

Effective time management abilities

Excellent Analytical Abilities and Tenacity

New Business Development

Flexible and able to acquire new skills

Presents key selling points, features, and benefits

Self-motivation, Entrepreneurial Spirit

Ability to coach, mentor, and motivate others

Strong supervision skills In-depth knowledge of company insurance and investment products

Strong understanding of financial issues and key profitability measures+

Ability to operate in regulated business environment

Implement company-sponsored business plans

Performance Management, Giving Feedback, Project Management

Foster Teamwork, Supervision, Staffing, Business Knowledge

Technical Leadership, Technical Management, Vision

Supply Management Meeting Sales Goals

Territory Management

Results Driven

Sales Planning

Managing Profitability

Core Competencies

Communication Skills

Organization and Planning

Problem Analysis and Problem-Solving

Persuasive Ability in negotiation and presentation skills

Coaching and Mentoring

Innovation

Decision-Making

Contact this candidate