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Sales Representative

Texas, United States
January 10, 2017

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John Blue


Sales Professional

Relationship Building Needs Assessment Business Development

True Blue Insurance LLC – Plano, tx 2006 – present


Operating business that sells insurance products, to include Medicare plans, Life and Health insurance, Annuities, Long Term Care insurance, and other insurance products.

INVESTOR’S BUSINESS Daily – Plano, tx 2014 - Present

Inside Sales Representative

Outbound calls to qualify leads and explain company products and services to maximize sales by matching the best products for the prospect. Follow up with customers to assure satisfaction, respond to queries, identify and solve problems. Top performing sales representative.

HUMANA – Irving, tx 2009 - 2012

Insurance Sales Representative

Outside sales of insurance products to prospects, to include Medicare plans, Life and Health insurance, Annuities, Long Term Care insurance, and other insurance products.

G & A Partners – Irving, tx 2008 - 2009

Professional Employer Organization Account Executive

Identify and contact decision makers from small to mid-sized businesses. Provide specifically designed workforce solutions maximizing core business focus and efficiency. Streamline client business processes with a full range of Human Resource Outsourcing services.

Kaye/bassman international corp – Plano, TX 2007 – 2008

National Military Account Executive

Developed business contacts and initiated relationships with upper level management to place military veterans in employment. Drove business-to-business sales and acted as liaison between candidates and hiring managers.

Key Achievements:

Achieved the highest, practice, single placement fee ever, as a result of a VP search.

Generated new accounts across many new industries.

Recognized expert in the military practice for high level searches.

cla usa financial services corp – Frisco, TX 2006 – 2007

Financial Representative

Analyzed Estate Plans and implemented solutions for clients’ current and future financial portfolio. Sold insurance products to clients through a consultative sales process which included estate planning, asset evaluation, identification of goals and solutions. Expertise in fixed annuities, life insurance and long term care insurance.

Globaltec solutions – Addison, TX 2004 – 2006

Inside Sales Representative

Developed international client base and performed sales presentations of financial services software products utilized for stock, options, currency, and commodities trading. Expertly trained/educated customers in the successful use of the software, simplifying the technical software for easy use. Maintained excellent business relationships with existing customers post-sales/training period.

Fidelity Investments – Dallas, TX 1995 – 2003

Annuity Specialist, 1998 – 2003

Built and maintained strong client relationships to sell multiple lines of insurance products and drive revenue growth. Communicated closely with customers to identify needs; presented and explained products to meet client’s financial goals. Followed through with prospects extensively, maintaining contact throughout the sales process. Worked closely with internal business units, external wholesalers, and back office personnel. Specialized focus and training on retirement income planning. NASD Series 7, 63, 65.

Key Achievements:

Achieved top production numbers company wide, generating $21 million in immediate annuity sales and $104 million in total annuity revenue.

Received Advisory Council award for top production in 2000.

Recognized as one of national leaders in developing life insurance business for Fidelity.

Brokerage Representative, 1995 – 1998

Delivered exceptional support and service to customers in opening new accounts and executing transactions across securities, precious metals, and initial public offerings. Provided advice and guidance to customers by assessing needs and recommending financial products. Trained as Retirement Specialist and advised individuals and small businesses on retirement plans. NASD Series 7, 63, 65.

Merrill Lynch – Plano, TX 1994 – 1995

Financial Representative

Generated leads, prospected for clients, and developed customers to drive up sales of financial products. Worked closely with individuals/businesses to establish rapport, build relationships, and close sales. NASD Series 7, 63, 65.

Concurrent Military Experience

United States Navy – Active Duty Officer/Reservist

Investigator/Assistant Department Head, Naval Inspector General

Led team of investigators, prepared/delivered briefings and reports internally and externally, managed and reviewed investigations. Prepared and presented briefings to the Admiral, and implemented decisions.

Inspector/Investigator, Space and Naval Warfare Systems (SPAWAR) Command

Led team of inspectors investigating shipboard readiness of information technology systems, prepared inspection reports, briefed superiors on results and proposed solutions.

Sales Instructor, Navy Recruiting Orientation Unit (NORU)

Provided leadership and training in prospecting and consultative sales techniques to recruiting personnel assigned across the nation. Solely responsible for all national training of sales managers in sales technique, production, leadership, and management.

Sales Manager, Navy Recruiting District Philadelphia

Managed officer recruiting across a four-state region encompassing three major metropolitan areas. Built and led a sales team from last in the country, to number one in the region and second in the nation. Focused on medical, engineer, and minority recruiting.

Industrial Manager, USS Kittyhawk CV-63

Personally led and managed 300+ servicemen during a multi-million dollar budget rebuilding the aviation capabilities of an aircraft carrier. Liaison between civilian engineers/employees and ship’s personnel.

Pilot Trained and assigned to fly Douglas A-3 aircraft.

Education & Certifications

Bachelor of Arts Degree University of Pennsylvania – Philadelphia, PA

Texas Group 1 Life and Health Insurance License/Property & Casualty License

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