Life Insurance Account Manager

Duke Bennett Morgan

JD, LMT, APDHA

**** ********** ******, *** *******, LA 70115

Phone: 504-***-****

Email: *************@*****.***

LA Bar 18656, LA Notary 92153, National Life/Health Producer 16631523,

LA Life/Health Producer 561655

Professional Experience

New York Life Insurance Company

Agent, May 2023 – present

In training to represent New York Life Insurance Company

Morris Bart, Attorneys LLC

On Duty Attorney, August 2011 – August 2019

Screened client calls to determine whether firm would ultimately represent client,

“gatekeeper”

Owner, Duke Morgan, The Spa – New Orleans, LA

Founder, owner and operator/manager, November 2006 – January 2015

This was an upscale, Asian inspired full service spa which employs 10 therapists in the fields of massage therapy, skin care and nail care. This business was grown from ground up to become a quarter-of-a-million dollar business in very tough economic conditions.

Online Training Manager – Asia/Pacific, Thomson Legal and Regulatory (TLR)

Kuala Lumpur, Malaysia, January 2003 – August 2005

Teaching of in-house personnel and agents/distributors across Asia Pacific region including specialized seminars on topics such as Intellectual Property, Securities and Continuing Legal Education/Continuing Professional Development classes

Special Mention

Received the Thomson 2004 Award of Excellence, Legal and Regulatory, Growth Category, for securing a contract with the Korean Education and Research Information Service (KERIS)

Online Development Manager – Asia, TLR

Hong Kong, China, April 2001 – December 2002

Extensive teaching on online legal research via the Internet across Asia, including Hong Kong, Singapore, Malaysia, Taiwan, Korea and Japan

Westlaw International Account Manager

Hong Kong, China, July 2000 – March 2001

Aided in designing, launched and supported Westlaw International, a new online legal research service for Hong Kong and Asia Pacific markets

Westlaw European Account Manager

London, England, June 1995 – June 2000

Represented Westlaw in European and Asian accounts teaching Westlaw

Westlaw Senior Account Manager

New York, NY, February 1990 – June 1995

Handled eight of the largest NYC law firms teaching Westlaw and other West services such as WestCheck, negotiated Special Offer contracts

Attorney, H. Edward Sherman, Attorney-at-Law

New Orleans, LA, 1987 – 1989

Prepared motions, pleadings and briefs, conducted client interviews and discovery and made court appearances on behalf of clients

Education

Mississippi College School of Law, Jackson, MS

Juris Doctorate received May, 1987

Honors: Mississippi College Law Review, Notes and Comments Editor 1986 – 1987, Staff Editor 1985 – 1986

Louisiana State University, Baton Rouge, LA

Bachelor of Arts received, 1984

Alternative Academic Background

South Louisiana Institute of Massage, diploma awarded June, 2006. Passed the National Exam June 26, 2006 and the State Oral Exam June 30, 2006. Licensed Massage Therapist (LMT) LA Lic 3678

Asia-Pacific Aromatherapy, Ltd., diploma awarded July 23, 2003. Certified aromatherapist trained in over 75 essential oils

Special Training

Diploma in Thai Traditional Massage received in December, 2003 from Wat Po Temple in Bangkok, Thailand

Diploma in Indian Marma Massage received in August, 2004 from Trivandrum, Kerala, India

Proficiencies

I am proficient in MS Word, Excel and Office. I have been successfully selling and marketing in various industries for the last 25 years. I have excellent phone etiquette as I was an intake attorney (phone based) for nine years. I am looking for a Growing Experience.

I am currently licensed to sell Life Insurance and Annuity products in the following jurisdictions: LA, MS, FL, MT, IL, WI and soon to be NY.

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