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Life Insurance Business Development

Roanoke, TX
September 26, 2023

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**** ********* ***** ~ Trophy Club, TX 76262 ~ LinkedIn Professional Profile ~ Mobile: 720-***-****

Territory Manager

Intelligent and versatile candidate with three years of supervisory experience and a strong track-record of achievement developing new business, territories, and strategic partnerships. Responsible for volume, distribution and profitability of our companies products and building customer relationships within my assigned territory. Excelled in B2B Sales and Business Development as a Wholesale Representative for T. Rowe Price (401K accounts) for two years and have eight plus years of success selling Life Insurance and Annuities and developing wholesale accounts with Insurance Agencies. Charismatic relationship builder and strategic business partner with positive thinking, big thinking and in-depth knowledge of industry best practices, Life Insurance, Annuities, Risk Management, Employee Benefits, Accounting, Finance, Investments, and Insurance.


Financial Analyst Leadership and Management

High Pull-through Execution Effective Customer Relationships

Managing Key Accounts Presentation Development

Draft Contracts Risk Assessment and Analysis

Vendor Management Execution of Business Plans

Mortgage Servicing Effective Sales Presentations


Territory Manager – Medicare – Molina Healthcare, Dallas, TX 5/2022 – Current

Responsible for increasing membership through direct sales and marketing of Molina Medicare products to dual eligible, Medicare-Medicaid recipients within approved market areas.

Key Accountabilities:

Develop sales strategies to procure sufficient number of referrals and other self-generated leads to meet sales goals

Schedule individual meetings and group presentations

Track all marketing and sales activities, as well as update and maintain sales prospects

Participating in marketing lead activities, including seminars and tradeshows

Collaborating with colleagues across the business to deliver inline with customer expectations

Negotiate contracts as well as develop and execute plans to increase new revenue and market share

Business Development – Western Healthcare, Dallas, TX 4/2021 – 1/2022

Western Healthcare specializes in providing temporary physician assistance to hospitals and clinics

Key Accountabilities:

Expand Western Healthcare’s footprint through the cultivation and management of a multi-state territory

Research and uncover key details of hospitals, medical groups and healthcare practices

Develop relationships with department heads and C-Suite Executives over the phone

Negotiate contract term and financial arrangements with potential clients

Used SAP accounting practices to recognize commission income received

Tax Preparer – Liberty Tax Services, Hurst, TX 10/2020 –4/2021

Liberty Tax specializes in the preparation of tax returns for individuals and small businesses

Key Accountabilities:

Establish rapport with clients to build working relationships and increase retention

Prepare individual tax returns utilizing the information provided by the clients, and inputting into tax preparation software

Provide exceptional customer service

Account Executive- New/ Established Accounts, Audits, Accounting, LEVEL FOUR INSURANCE, Dallas, TX 1/2017 – 4/2020

Level Four Insurance is an independent wealth management firm dedicated to providing excellent client service and retirement planning.

Key Accountabilities:

Relationship Management/Networking: Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually.

Work with large corporations to assure employee retirement benefits are addressed.

Develop and deliver sales presentations focused on retirement planning products. Analyze and interpret data from multiple source and formats. Provide analysis to executive team for review


2810 Chatswood Drive ~ Trophy Club, TX 76262 ~ LinkedIn Professional Profile ~ Mobile: 720-***-****

Account Executive, TASC, Dallas Fort Worth TX Area 10/2016 – 1/2017

TASC is the largest privately held, third-party administrator of Health Reimbursement Arrangements in the US.

Key Accountabilities:

Developed and cultivated new relationships with potential clients, as well as managing existing clients.Establish new business opportunities through sales calls within territory.

Performed highly effective sales and marketing presentations via web and conference call.

Analyze and create ad-hoc reports for management. Reviewing and auditing accounts for additional insight into performance.

Create (KPI’s) Key performance indicators to assure the needs of the clients are reviewed and tracked.

fIdentify territories with low market share and market accordingly. Drip marketing methods used to drive up revenue streams

Account Executive, NATIONAL LIFE GROUP, Addison, TX 12/2014 – 10/2016

National Life Group is a leader in the insurance industry; primarily focused on direct-to-consumer life insurance and annuities.

Key Accountabilities:

Extremely knowledgeable in Small Business case design; Buy/Sell Agreements, Executive Bonus Plans and Qualified Plans

Demonstrated proficiency in case design, sales skills, and cross-selling skills with agents; experienced with Salesforce CRM.

Generates robust demand, executes long-range sales plans, and forecasts accurately.

Developed and maintained a high level of annuity production through the execution of a detailed business plan including training, motivating, and developing successful working relationships with specified Financial Institutions.

Internal Wholesaler, JACKSON NATIONAL LIFE INSURANCE CO., Denver, CO 5/2011 – 6/2014

Jackson National Life Insurance aka Jackson National is a leader in the financial services industry, specifically annuities.

Key Accountabilities:

Initiated over 300 outbound contacts per week to prospective and existing clients to retain and expand their product base.

Consulted with clients to determine business goals and objectives to maximize profits.

Functions as the leader of the territory and manages resources accordingly and effectively.

Provide professional, high level service on inbound and outbound calls to clients and agents to assist with resolving complex issues and to help improve the day-to-day handling and communications of processing requirements.

Solve customer’s problems and provide assistance to product application


Studied toward a Bachelor of Business Administration/BBA at University of Colorado, Colorado Springs, emphasis on Finance, Business and Economics.

Studied General Business at Western Technical College in Colorado Springs.

Also studied Business and Finance at Pikes Peak Community College in Colorado Springs.

Life, Health & Disability Insurance Sales License, State of Texas – licensed since 2007

Previously licensed in Property & Casualty Insurance Sales in State of Colorado from 2009 – 2010.y

FINRA Licenses held – Series 6, 63 & 65 from 2009 – 2015.

Recognized with the Employee of the Month Award by senior management in May 2007.

Honored with the Employee of the Month Award by senior management in August of 2007.

Passed the Life, Health & Disability Insurance Sales Exam to qualify for licensing.


Microsoft Office, Skype for Business,, GoToMeeting, Webinar Software, QuickBooks, Concur, LPS, Calyx Point, QuickBooks, HUB Tax Software, Zoom, Microsoft Teams, SAP software

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