Licensed Life & Health Insurance Agent
Resume:
Harry Sokol
Create and Utilize strategies to develop and expand new and existing customer sales
Gadsden, AL 35901
**********@*****.***
Professional Summary
Results-driven Licensed Insurance Agent with 20 years of experience in life insurance and financial services, ensuring optimal coverage for clients. Proven leadership as a supervisor, enhancing team performance and developing efficient systems. Extensive background in financial advisory roles, managing over 200 accounts and $25 million in assets, while maintaining an 86% customer retention rate. Seeking to leverage comprehensive insurance and financial expertise to grow your business. Authorized to work in the US for any employer
Work Experience
Licensed Agent
Advocate Health Advisors-Gadsden, AL
September 2022 to Present
• Provided personalized consultations to clients, assessing their healthcare needs and recommending appropriate Medicare insurance options
• Educated clients on the features, benefits, and coverage details of various Medicare insurance plans
• Built strong relationships with insurance carriers to stay updated on plan changes, pricing updates, and industry trends
• Resolved customer inquiries, concerns, and complaints promptly to establish high levels of customer satisfaction
• Conducted regular follow-ups with existing clients to review their coverage needs and identify opportunities for cross-selling or upselling additional policies
• Achieved double-digit sales growth year-over-year through proactive prospecting and lead generation strategies
• Developed and maintained a client base of 200+ individuals by effectively marketing Medicare insurance plans
Supervisor
Hercules, Inc.-Eclectic, AL
July 2019 to June 2022
• Trained new hires on proper equipment operation and safety procedures
• Collaborated with cross-functional teams to assure timely delivery of products to customers
• Maintained accurate records of inventory levels, ensuring optimal stock levels at all times
• Monitored employee performance, providing feedback and coaching as necessary for continuous improvement
• Served as point of contact for internal departments regarding inventory availability, order status updates, etc.
• Contributed to earnings growth of 5%
Inventory Control Specialist
Madix, Inc-Eclectic, AL
February 2016 to July 2019
LEAN manufacturing certified
• Managed and kept accurate records of all incoming and outgoing inventory
• Conducted regular audits to verify inventory accuracy and identify any discrepancies
• Utilized barcode scanning technology to track and monitor inventory levels
• Performed regular cycle counts to maintain accurate stock levels throughout the warehouse Exclusive Financial Specialist
AllState Financial Services-Birmingham, AL
May 2012 to June 2015
• Increase life insurance, long-term care, and annuity business yearly
• Utilized consultative selling techniques to identify customer needs and recommend appropriate life insurance solutions
• Implemented a proactive follow-up system to nurture leads and convert prospects into satisfied policyholders
• Provided exceptional customer service throughout the entire sales process, addressing inquiries promptly and resolving issues effectively
• Conducted thorough needs assessments with potential clients to determine their financial goals and risk tolerance levels before recommending suitable policies
• Participated in regular training sessions to enhance product knowledge, sales skills, and understanding of industry regulations
• Developed relationships with key referral sources such as financial advisors or attorneys
• Presented complex information regarding different types of life insurance policies clearly & concisely Financial Advisor
Sterne Agee Financial Services-Birmingham, AL
September 2009 to May 2012
* Determine strategies and Design investment portfolios to meet clients financial objectives
* Implement financial planning recommendations
* Create and Utilize strategies to develop and expand existing customer sales
* Ensure customer financial lives are congruent with their personal goals
* Review and Revise investment records as needed
* Prepare quarterly and annual portfolio monitoring reports Financial Advisor
Colonial Brokerage-Birmingham, AL
February 2005 to September 2009
• Provide award-winning customer service
• Manage over 200 accounts and up to $25 Million in assets for individuals and businesses
• Determine strategies and Design investment portfolios to help clients reach their financial objectives
• Create and Utilize strategies to develop and expand existing customer sales
• Built and maintained strong client relationships through regular communication, meetings, and reviews of financial plans
Education
Bachelor of Science in Commerce and Business Administration University of Alabama
May 1993
Skills
• TRADING (10+ years)
• Insurance sales
• General Ledger Accounting
• ACCOUNT MANAGEMENT (10+ years)
• Sales
• Journal Entries
• Financial Statement Preparation
• Financial Report Writing
• Typing
• Financial services
• Financial Planning
• Forecasting
• Public relations
• SAP
Awards
Presidents Club Award
October 2007
Recognition club award for outstanding sales performance Presidents Club
October 2006
Recognition club award for outstanding sales performance Executives Club
September 2000
Recognition club award for sales performance
Certifications and Licenses
Insurance Producer License
Life & Health Insurance License
Life Insurance License
Additional Information
SKILLS
ACCOUNT MANAGEMENT, TRADING
SKILLS SUMMARY
• Retirement Planning
• Account Management
• Consumer Relations
• Option Trading
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