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Life Insurance Sales

Location:
Deerfield Beach, Florida, United States
Salary:
85000
Posted:
October 03, 2016

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Resume:

Kenneth P. Olshein

**** ** *** ****** ********* Beach, FL 33442 Cell 561-***-**** Email acwvyf@r.postjobfree.com Objective

To obtain a position as a Financial Advisor specializing working with Retirees and Pre- Retirees with Wealth Management and Retirement Income Planning for the Mass Affluent Market. Preferably with a firm that is looking for a highly experience professional to work with their existing clientele where my talents and capabilities can be best put to use. Education

BACHOLAR OF SICIENCE ; ; ILLINOIS STATE UNIVERSITY

Major: Economics

Minor: Business Administration

Related coursework: Several Company Training Events and Dale Carnegie Sales Training Skills & Abilities

WEALTH MANAGEMENT

Very experienced in helping clients create and transfer more wealth to their heirs as well as create safe income streams for their retirement using Managed Money, Fixed and Variable Annuities and Social Security or Pensions. Able to explain complex ideas in a easy to understand way best help my clients while always keeping on top of the industries changes. Considered by many to be an expert in products for the Boomer/Senior Market and how they best play a role in ones planning process. Over $1,000,000 in annuity sales and $40,000 of target premium in life insurance per year. Expert in Annuities, different types of Life Insurance and Long Term Care options; Asset Based, Life Insurance Riders and Traditional plans. SALES

Have done numerous Retirement Seminars on Topics from; Retirement Planning for Women, Top 10 IRA Mistakes, Obamacare and Retirement, Social Security Planning and Creating Income from Retirement Assets. Very comfortable in public speaking, making appointments, conducting sales interviews, presenting ideas and solutions and closing. Have the Confidence, Knowledge and Experience to Close Difficult Sales. Experience

STARTED IMG ASSET ADVISORS ; OCTOBER 2015 TO PRESENT

Started my own firm specializing in working with clients 5 years before to 5 years into retirement; offering Long Term Care, Retirement Income Planning. FINANCIAL ADVISOR ; METLIFE PREMIER CLIENT GROUP ; AUGUST 2014 TO OCTOBER 2015

Conducted several seminars, appointments and sales to the Senior and Boomer Market. FINANCIAL ADVISOR ; KENNETH P OLSHEIN CONSULTING INC. ; 2003 TO 2014

Working on my own as an Independent Retirement Planning Specialist featuring Index Annuities, Life & Health Insurance and Structured Cash Flows, was responsible for finding clients, making presentations and all sales.

EXCLUSIVE FINANCIAL SPECIALIST ; ALLSTATE ; AUGUST 2012 TO SEPTEMBER 2013

Working with Allstate Exclusive Agents meeting with their clients and providing Life Insurance and Investments through the Allstate in the Houston Texas area. FINANCIAL ADVISOR ; SEEMAN HOLTZ ; MARCH 2010 TO APRIL 2011

Working with a firm in Boca Raton, FL as a Retirement Planning Specialist featuring Index Annuities, Life Insurance and Structured Cash Flows, was responsible for finding clients, making presentations and all sales.

EXCLUSIVE FINANCIAL SPECIALIST ; ALLSTATE; 2004 TO 2007

Working with Allstate agents in the South Florida area providing Life Insurance, Fixed and Variable Annuities was a MDRT Qualifier.

LIFE INSURANCE AND INVESTMENT SALES ; THE GUARDIAN, AXA ADIVSORS, SAGEMARK CONSULITNG, NEW ENGLAND FINANCIAL ; 1998 TO 2003 References available upon request.

Hobbies and Interest Include: Golf, Fitness, Travel, Helping Homeless Pets, very Social and Outgoing Personality and Professional Appearance.

Licenses: Series 7, 65, 63, Life & Health for Florida, Texas, North Carolina and Illinois.



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