Ian L. Perkins
*** *. ********* *** ****: 954-***-****
Oro Valley, AZ. 85737 *Connect with me on LinkedIn*
e-mail: ad5old@r.postjobfree.com
CAREER OBJECTIVE
To join an insurance and/or marketing/sales organization that is interested in growing their team
by aligning themselves with a proven leader and producer in the industry for over 30 years.
SUMMARY
Top sales, marketing and agency leader who has been licensed and productive since 1993. Award winning recruiter, trainer and career agent developer in the Middle, Senior and Employee marketplace. Specializing in asset and legacy protection for the pre and/or post-retirement generation.
EXPERIENCE:
EquityXL: Debt Elimination/ Wealth Creation: IBC Practitioner: 2016-Present: Applying the concepts that allows one to live debt free while seamlessly creating liquid wealth.
ILP Financial-Independent Insurance Broker:2/1992- Present: Representing multiple Life, Health Insurance and Annuity carriers in order to provide my clients with the correct product for their needs.
National Recruiting Manager, JD Mellberg Financial. November 2020- May 2021. JDMF is a National FMO that was bought out by Ameri-Life and Brookstone Capital. This acquisition brought me on board to recruit new Advisors nationwide with my team. JD Mellberg placed over $500 million in FIA premium in 2020.
Director of Advanced Markets, Ft. Lauderdale, FL. Morgan Fidelity Associates. March 2020 – Nov 2020.
MFA is the largest producer of Medicare Supplements in the country for Gordon Marketing. They brought me in to launch the Infinite Banking Concept. In November of 2020, I was offered a National Recruiting position with JD Mellberg Financial, which brought me to Tucson, Arizona.
Director of Agency Development, Eastern U.S. - ASUREA Insurance Services, June 2015-May 2019
National IMO hired me to implement advanced sales concepts and training in the Life, LTCi and Annuity fields.
Worked with current Area Managers to teach leadership, team-building, Medicare and recruiting.
Asurea specializes in the Mortgage Protection and Final Expense arena and wanted to expand sales opportunities in the field.
Managing Director- Futurity First-Ft. Lauderdale, Fl.-April 2012- May 2015
Responsible for recruiting, training and developing a sales team in the South Florida marketplace. Sales grew 28% in 2014.
-Opened 2 District Offices: Tampa & Ft. Myers
-Exact description and what I do is on my LinkedIn page
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VP Sales & Marketing – Barnes Financial Group - Charlotte, NC - August 2009-March 2012
-Recruit, train and develop new agents
-Senior Market product focus
-Med Supp/LTCi/Life/Annuities/Health
-Provide growth and development opportunities
President – Choice Financial Group - Lake Mary, FL - May 2007-June 2012
-Recruited by Penn Life Insurance Co. to open local office
-Developed a new office from ground up
Branch Sales Manager – Bankers Life & Casualty Company – Florida - February 2000-May 2007
-Started as field agent in Hollywood, FL. and was promoted to Branch Sales Manager
-Top 5 Unit Sales Managers for 2002, 2003, 2004
-Successfully recruited over 80 agents a year and produced a team of over 65 career agents
-Awarded #1 Branch Sales Office and #1 in LTC sales in company in 2003 out of 160 branches
-Personal sales unit issued over $100K/month in commissions
-Promoted to Branch Sales Manager in 2005 and relocated to Orlando, FL to run operations
-Grew Orlando office from 126th in company to 32nd in 12 months
-Presented with numerous Excellence in Achievement sales awards
Independent Insurance Agent - America’s #1 Life & Health Agency – Florida – November 1992- February 2000
-Sold Home Health Care, Long Term and Nursing Home Care, Catastrophic Insurance and Medicare Supplements
with numerous companies focusing primarily on the senior market
-Created sales presentations and developed motivational tools
-Organized senior seminars
-Field trained new insurance agents for career success
-Achieved aggressive sales goals to reach agency expectation
-Obtained large renewal business due to client satisfaction
EDUCATION
Florida Department of Insurance, Ft. Lauderdale, FL 1992
Life, Variable Annuity and Health License
Florida State University, Tallahassee, FL. 1990
Bachelor of Science in Political Science with a minor in Philosophy
London Study Center, South Kensington, London, U.K. 1989
Studied European attitudes in comparison to American culture
Included travels to France, Italy, Switzerland, Scotland and The Netherlands
LUTC - Planning for seniors 2001
CLTC - certification in Long Term Care 2003
SMS- Senior Market Specialist 2007
NAIFA-Broward President 2014-2016 (2 years)
LILI NAIFA Graduate- June 2014
REFERENCES UPON REQUEST