RICHARD FINKELSTEIN

Henderson, NV

Torrance, CA

310-***-****

acxlbw@r.postjobfree.com

Summary:

Insurance and securities industry experienced consultant on both a retail and wholesale level.

Core Competencies:

Extensive knowledge of insurance and securities products

Expertise in insurance software and case design

Advanced abilities in estate and business planning including premium financing and trust usage

Experienced presenter of insurance topics through seminars and webinars

Special skill set for communication with both retail clients and advisors

Compliance

EXPERIENCE

5/2014-Current Life Insurance Dynamics Torrance, CA

Consultant

Staff insurance consultant and marketer to advisors, agents and agencies

Responsible for all aspects of case design in: Estate Planning, Business Planning and Retirement Planning

Case management for life insurance including extensive carrier contact

Comprehensive knowledge of life insurance carriers, products, underwriting and contracts

1/2010- 5/2014 Partners Advantage Insurance Services

Riverside, CA

Advanced Markets Director/Life Director

OSJ/VOYA

Initiated and designed advanced training curriculum for estate planning and business insurance.

Started and responsible for advanced markets for both the direct agent and the IMO side of the company

Life Director responsible for all aspects of IMO day to day management, both on a micro and macro side, including recruiting, compensation, marketing, sales ideas and case design as well as case management.

Promoted advanced concepts through webinars, seminars, newsletters, articles and in-office visits.

Case design, client consultations and life and annuity case management with IMOs and insurance carriers

12/2005-1/2010 Total Financial Insurance Services Los Angeles, CA

Executive Brokerage

Responsible for marketing the firm’s services to agents and brokers

Life insurance case design consultation including premium financing and advanced sales ideas

Broker and agent recruitment

In charge of introducing and expanding the firm’s international presence

8/1998 – 11/2003 Financial Network/ING Torrance, CA

Advanced Markets Consultant

Provide consultative support to field reps and regional managers in all manners concerning estate planning, charitable giving, retirement distribution and business valuation

Extensive stock option modeling and exercise strategies

Detailed case design and client recommendations, including usage of estate, cash flow, charitable, and insurance software

Seminar preparation and presentation

Professional Designations

Life Underwriters Training Council Fellow (LUTCF)

Life and Disability License

FINRA Series 7,6,63, 24 & 65

EDUCATION

University of Michigan

Ann Arbor, MI

MBA – Finance and International Business

UCLA

BA – Economics Los Angeles, CA

Dean’s list

Participated in Junior Year Abroad Program (Sweden)

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