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

Northbrook, IL *****

312-***-**** cell

acxh3n@r.postjobfree.com

JAMES WEINBERG

OBJECTIVE

To lead a management team with the objective of increasing sales, reducing total system costs and improving customer relationships. Achieving these goals are supported by my core principals of integrity, valuing relationships and striving for continuous improvement.

PROFESSIONAL SUMMARY

Sales of over 900 Medicare plans since July 2013.

Detail oriented entrepreneur charged with increasing sales for separate real estate and financial services businesses.

Purchase $600 million in beverage packaging materials.

Uninterrupted supply chain to eight domestic breweries.

Manage, mentor & develop eight purchasing professionals.

Cultivate and maintain relationships with over 25 major suppliers.

Cost reduction leader.

Leverage strong leadership skills as a small business owner in the execution of client acquisition, print/web marketing and P & L accountability.

AREAS OF EXPERTISE

Contract Negotiation, Problem Solver, Materials Management, Supply Management, Team Builder, Customer Service, Analytical, Sales Leader, Procurement, Financial Analysis, Cost Reduction, Account Management, Insurance/Financial Services, Real Estate, Medicare

PROFESSIONAL EXPERIENCE

Aon Hewitt

Benefits Advisor

Lincolnshire, IL

July 2013 – present

Assist Medicare eligible retirees select appropriate Medicare health plans in both B2B and D2C sales channels. Provide Medicare education, conduct needs assessment and sell/enroll retirees into appropriate Medicare health and prescription drug plans.

New York Life Insurance Company

Agent and Registered Representative

Deerfield, IL

December 2010 – March 2013

Educate, create and implement custom financial strategies that efficiently accumulate and protect wealth with each client’s available resources. Product portfolio included but not limited to life insurance, long term care insurance, fixed and variable annuities & mutual funds. Laser focused on funding clients’ retirement, college, tax planning, estate planning, business continuity and family income replacement.

Prudential Rubloff Properties

Sales Associate

Northbrook/Chicago, IL

April 1999 – November 2010

Interpret financial & housing goals in the residential real estate market for each unique client and navigate thorough continual changing market conditions. Contract negotiation, Client advocate, Problem solver generating over $150M in cumulative sales.

The Stroh Brewery Company

Purchasing Manager

Detroit, MI

August 1985 – February 1998

Purchase over $600M annually in packaging materials for eight domestic breweries. Material volumes include 6 billion cans and lids, 36M cases of glass bottles, 500M sq./ft. of corrugated materials and other packaging items totaling over 20K sku’s. Manage procurement, inventory control, package development and service levels with 25 major suppliers. Cultivate an eight-employee team empowered to over-achieve established expectations. Company liaison for contract packaging customers including Pabst Brewing, Boston Beer Co. (Samuel Adams), Pete’s Brewing, Coca-Cola, Jack Daniels and many others. Lead cost reduction campaign which resulted in annualized savings of $3.5M through the use of alternative and consolidated packaging. Lead the industry and the transition of downsizing cans and lids from 207.5 diameter to 204 diameter opening resulting in annualized savings over $5M. Production/customer service team leader in a newly created juice-based beverage market with the company’s first non-beer related beverage.

Federal Mogul Corporation

Financial/Materials Analyst

Southfield, MI

August 1981 – July 1985

Maintain target inventory levels for automotive, agriculture and industrial parts. Managed over 5000 sku’s distributed from the main distribution center in Alabama and 48 branch centers throughout the U.S. Monitor investment performance of $120M of pension fund assets. Maintain deferred compensation accounts for the Board of Directors and Executive Management team

EDUCATION

Western Michigan University – Kalamazoo, MI

Bachelor of Business Administration (BBA), Major: Finance

Proficient in MS Word, MS Excel, Quicken

AWARDS AND CERTIFICATIONS

Illinois Real Estate Brokers License (2016)

Life & Health Insurance Sales License (2010 – IL, MI, PA, NC, UT, FL)

FINRA Securities Series 6 and 63 certifications (2010)

New York Life Executive Council 2012

Prudential “Legend” Award 2007

Prudential Chairman Circle Gold Awards 2003-2007 (top 4% in industry)

#1 Company Sales Team Prudential 2006

#1 Statewide Sales - Prudential 3rd Qtr. 2006

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