Business Development Insurance Agent

Roderick M. Dudley-Bent

Dania Beach, FL *****

Phone: 646-***-****

E-mail: ******.***@*****.***

OBJECTIVE

To obtain a challenging sales opportunity that can utilize over 20 years’ experience in sales, business development, marketing management and leadership with a professional organization.

WORK EXPERIENCE

Insurance Agent November 2022 – Present

New York Life

As a registered 2-15 insurance representative, currently in the New York Life fast track management program, I work as a liaison with the public and New York Life to educate clients from all different backgrounds on how insurance benefits can help with retirement and estate planning as well as college savings and preservation of wealth for them and their families. I facilitate meetings with specialists in various categories including long term care, term and whole life insurance as well as long term disability and fixed annuity products that could help individuals and families with planning and consummating their retirement and insurance goals and objectives.

President November 2009 – November 2022

Unilogix, Inc.

Sales director/consultant and business development director for various companies in the e-cigarette and CBD space including BMH Ventures, Von Erl USA, Cloudride Vapor, and International Vapor Group. I helped startup companies grow through vertical integration strategies and by utilizing existing contacts including wholesale distributors and C-store chains. Through trade shows, I secured new business contacts to whom I introduce various brands. I marketed these brands to buyers such as C-stores, vape and convenience stores and wholesale distribution channels. I also assisted with raising capital and spreading brand awareness in the general market.

Private Wealth Manager September 2006-November 2009

Dominick & Dominick

Successfully developed relationships with numerous high net worth individuals and hedge funds. Managed portfolio valued at $15,000,000 in assets. Responsible for ongoing client relationships and constant prospecting of new clients. Mentored and coached more junior consultants in various sales process and activities. Collaborate and partner with Sales Manager; identify revenue opportunities and new account sales

Private Wealth Manager February 2003 – September 2006

Maxim Investments

Prospected and generated client base of high net worth clients; managed portfolio valued at $2,000,000 in assets; mastered various product specifications and customized portfolios across asset classes; utilized firm’s internal software for execution of orders.

Financial Consultant August 2001- February 2003

Ladenberg Thalmann Capital Management

Prospected new clients, prepared investor presentations and assisted Sr. Consultants in presentation delivery; managed portfolio valued at approximately $2 million in assets; cold calling utilizing list generation from external sources, creating a database of potential clients. Learned firm systems quickly to ensure fast order execution.

EDUCATION - Boston University

BS Advertising and Public Relations, 1992

ACCOMPLISHMENTS

2-15 and 2-20 insurance licensed

SIE exam passed

OTHER EXPERIENCE

New England Patriots-NFL Defensive Lineman August 1992 – September 1993

Recruited for Patriots Development Team as a Defensive Lineman

Played under Bill Parcels

Maintain relationships with current and past players throughout the NFL

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