Sales Life Insurance
Resume:
Emily Tebbe
********@*****.***
February 16, 2021
Dear Hiring Manager,
I'm applying for a position at your company. Based on the posted description, I'm confident that I am fully qualified for the position and will be a strong addition to your team. I would appreciate a job interview at your earliest convenience. Please find my resume attached. I can be reached at the number above or at my email address. Sincerely,
Emily Tebbe
Oct 2019-current
2018-2019
2016-2018
2014-2016
2006-2014
Emily Tebbe
614-***-**** • ********@*****.***
Professional Summary
Proven sales leader with 18 years of experience with an emphasis on training, marketing and community involvement. Acknowledged as an engaging and well-connected professional who consistently meets and exceeds goals and expectations through established relationships and connection with business leaders. Work Experience
Financial Planner, Northwestern Mutual
Asheville, NC
● Created and maintained a commercial and personal book of business during a pandemic.
● Cross selling of health insurance to risk management clients.
● Referred to attorneys for buys sell, trust creations and real estate needs.
● Identified and referred to credit partners (SBA, commercial loans, mortgages, consumer loans) Employee Benefits Executive, Assured Partners
Asheville, NC
● Cold-calling of CEOs, CFOs, HR Executives.
● Strategizing and preparing the renewals and implementation of benefits for the large company market.
Business Development Specialist, Healthy State Mission Hospital Asheville, NC
● Part of a pioneering team that launched a locally-based, new to the market health plan
● Created marketing campaigns from the ground up, targeting local employers with 50+ employees
● Utilized both existing and new business relationships to build sales in the first year
● Created a team base sales environment, resulting in a more collaborative and productive sales force
● Built and maintained relationships through DRIP campaigns, sales summits, and creating a presence in WNC
● Collaborated with the team at mission health partners, clinically integrated network,to educate clients on the benefits of clinical integration and care coordination
● Established customer service focused accountability through a close created account management team, ensuring that the client receives clear communication Financial Advisor, Merrill Lynch
Asheville, NC
● Co-managed 15 million in assets
● Networked to bring in new clients
● Cross sold to deepen and retain current clients
● Created financial plans tailored to clients and reviewed at minimum quarterly with clients Jpmorgan Chase
Private Client Investment Associate, Mortgage originator, lead personal banker
● PCIA: Scheduled, prepared analysis for the client proposals and reviews
● Insured account documents were compliant for trade agreements
● Supported 3 offices to be as efficient and effective as possible
● MO: contacted 25 new clients a day while maintaining over 100 application simultaneously, all while having the highest customer service scores
2000-2004
2000-2004
● LPB: ranked in the top 5% of company personal bankers
● Effectively used marketing tools and training modules
● Provided leadership and training to new bankers during their onboarding, working through scripts and transitions. Conducted training sessions and branch action plans for the onboarding of new employees
Certification
Life insurance
Health insurance
Long term care/Medicare insurance
Series 6
Series 63
(Previously held series 7, 65)
Education
Bachelor Of Science Marketing
University of Findlay
Bachelor Of Science Hospitality Management
University of Findlay
Community Involvement
Meals on Wheels board member 2015-2019
United Way- Welcome committee 2014-2019
Chamber of Commerce- Total Resource Campaign 2019- active member Junior Achievement board member 2015-2017
References
● Available upon request.
Contact this candidate