Sales Representative Life Insurance

KEVIN A. NEWMAN

**** ******* ****** *****, *********, NC 28269 704-***-****

*********@*****.***

Engaged customer and sales representative with over 20 years in insurance and finance industry. Seeking to utilize my skills and creative thinking abilities within a company that allows professional growth and development.

QUALIFICATIONS SUMMARY

Fantastic team player with excellent leadership skills and creative flair

Self-Motivated individual with desire to further enhance and develop other skills

Fast learner with the ability to master new concepts quickly

Excellent computer competency with proficiency in multiple office programs

Bilingual - Native English speaker and conversational in Spanish

Phenomenal phone skills and ability to build relationships with clients

EDUCATION

Elmira College- Elmira, NY

Bachelor of Arts, Communications, 1992

CETIFICATIONS / LICENSE

Series 6, 7, 63

NC Life, Health & Medicare Insurance

WORK EXPERIENCE

Combined Insurance Charlotte, N.C.

Sales Coordinator 10/19 – 3/20

Generate sales by meeting with prospective and existing clients

Meet production and activity standards

Participate in company meetings

Accuracy recruit prospects and service new and existing customers with supplemental life and disability products

Carolinas Panthers Charlotte, N.C

Guest Services Representative 8/2016 – 10/19

Provide upscale guest service experiences for clients throughout the football game

Ensure clients are properly greeted upon arrival

Ensure special guests receive personalized services

GoHealth Charlotte, N.C.

Annual Enrollment Representative 02/19 – 07/19

Handle inbound and outbound medical inquiries to effectively sell life insurance plans and products via phone to customers (no cold calling)

Guide consumers through the health insurance policy selection and application process and serve as subject matter expert for health insurance enrollments

Comply with Federal CMS and State legal requirements and standards

Drive continuous improvement throughout the sales floor, raising opportunities for improvement to management

Creech Financial LLC Charlotte, NC

Financial Advisor Assistant 07/16 – 04/18

Complete & process incoming client service request in a friendly, warm manner

Assist producing advisors in designing financial strategies by preparing case files, retirement analysis, social security analysis, risk analysis reports and other documentation for client and prospect meetings

Perform client reviews to assist current clients with annuities, life insurance, and managed money

Maintain an organized, compliant, and efficient filing system

Follow-up on pending business and servicing requests and contact client with status updates

Gather account values and complete client review summary for upcoming appointments

Assist Financial advisor with all aspects of conducting and managing employers’ clients book of business.

LPL Financial Charlotte, NC

Internal Investment Representative 11/2012 – 05/2016

Provide exceptional customer service to Financial Advisors, their assistants and LPL internal business partners as it relates to annuity purchases and operations

Troubleshoot system issues and offer solutions for timely order entry

Work with internal and external business partners to ensure effective problem resolution

Maintain high-level knowledge of regulatory requirements surrounding annuity industry.

Research complex situations, set customer expectations, and define the actions necessary to resolve the situation

Work with RIA financial advisors to assume ownership of any inquires and see it through to a timely resolution.

Communicate with internal departments to improve processes and timely processing.

Direct phone contact with specifically assigned RIA financial advisors per requested point of contact for high net worth advisors.

Credit & Collections Auto Loan Specialist Charlotte, NC

Wells Fargo Dealer Services 06/2008 – 04/2012

• Decide & negotiate credit decisions for prospective car loans.

• Negotiate credit decisions for existing car loan extensions.

• Negotiate acceptable and punctual car loan repayments

• Responsible for making sound quality decisions on collateral recovery.

• Build key contacts relationships with internal and external credit managers.

Contact this candidate