Life Insurance Account Manager
Resume:
MARCUS A. BEASLEY
Baltimore, Maryland 21244 *******@*****.***
Objective: To obtain the position of Sales Account Manager.
SUMMARY
Highly accomplished, results-driven, analytical Retirement and Insurance Financial Management Professional with extensive experience providing retirement, insurance education, planning, training, recruting and consulting for corporations, groups and individuals. Ability to work well in high pressured situations, and close the deal. Excellent new business development and communication skills.
Management Experience Highlights
●16 Years P&L preparation, implementation and analysis
●17 Years Management experience (including diversity training)
●17 Years hiring, training and employee development experience
●17 Years cost control management experience
●14 years in Financial Services Industry with emphasis on Retirement Counseling. (8 years management training)
●Developed Retirement Planning E- Course. (2hr Course)
●10 Years training in conducting financial seminars for small and large groups
●Carnegie class “How to win friends and influence people”
●Diversity management training
●Communications and listening training
●Author “Financial Freedom in the Famine” published 2005
●Created your life insurance
information gathering concept
State of Maryland
2023-Present
Retirement Benefits Specialist
Educating Maryland Pension
System members regarding
retirement planning.
Beasley Financial Group
2018-2023
Marketed and educated
individuals, families, groups
organizations, churches and
businesses in life insurance and
annuities.
Allstate Insurance Company
2014-2018
Taught Allstate Agency
Owners, Sales Counselors and
Financial Advisors how to sell
Life Insurance and Annuities
2008 - 2014 New York Life
Financial Advisor (Management Training)
●Series 6, 63, 26 and 65 Licenses
●Life, Health and Variable Licenses
●Sales Markets- Mutual Funds, 403(b), VUL’s, IRA’s, 457
NQDA’s, CD’s, Money Markets, Term Insurance, Annuities
Long term care insurance, 401(k), MIP and GPS.
IAR financial services designation
●401(k) and retirement Planning Specialist
●Specializing in group seminars and personal financial planning.
●Member MDRT(Million Dollar Roundtable)
●Premier Executive Council (Annuity Champion)
●Developed financial education course for clients (2hr Course)
2001-2008 AIG/VALIC Financial Advisor
●Series 6, 63, 26 and 65 Licenses
●Life, Health and Variable Licenses
●Sales Markets- Mutual Funds, 403(b), VUL’s, IRA’s, 457
NQDA’s, CD’s, Money Markets, Term Insurance, Annuities
Long term care insurance, 401(k), MIP and GPS.
IAR financial services designation.
●401(k) and Retirement Planning specialist
●Specializing in group seminars and personal financial planning.
●Team Leader over 5 Financial Advisors in the Baltimore City school district.
●Assisted in recruiting minority advisors to AIG/VALIC
●District Management training class for two years.
●Conducts community economic empowerment seminars throughout Baltimore City
●Was a member of Valic’s review committee with the Baltimore City Public School Advisory board (Aon Consulting)
●AIG/Valic’s representative at Bon Secours Hospital in Baltimore
1997-2002 WORLD FINANCIAL GROUP (WMA)
Financial Advisor
●Marketed financial products to selective clients.
●Specializing in Retirement Planning
●Specializing in Variable products.
●Promoted to financial director.
●Hired potential agents and trained.
●Conducted seminars for potential clients and representatives.
●Part Time employment.(building my own agency)
EDUCATION 1981-1985 Baptist College ( Charleston Southern Univ.)
B.S. Business Management and Computer Info. Sys. (MIS)
Recipient of Sportsmanship Award in 1983.
Member of Christian Fellowship Athletes
Honorable mention in All Southeast Basketball team in 1983
President of Phi Beta Sigma Fraternity in 1985.
1979-81 Beaufort High School
Graduated 11th in class of 260.
Who’s Who in Academics and Athletics.
McDonald’s All American Honorable mention in 1981.
All City, County, Region and State in basketball in 1980-81.
References available upon request
Contact this candidate