Robert C. Sullivan
Staten Island, NY 10310 Email: firstname.lastname@example.org
Allstate New Jersey
Allstate Financial Services, LLC
Bridgewater, New Jersey 08807
To establish financial products through Allstate Life Insurance Co. and Lincoln Benefit Life Insurance Co. to existing customers of multiple Allstate Agencies through the State of New Jersey. These products included Life, Health, Investments, Workplace products and Estate and Business planning.
Personal Financial Representative NY & NJ
Licensed Property & Casualty NY & NJ
Bridge Financial An Office of MetLife
Staten Island, NY 10311
Responsible for providing clients various financial products to help secure they’re retirement goals, estate planning, legacy planning and all forms of investments and life insurance products to meet these needs.
Introduce to the existing book of business MetLife’s Property & Casualty products, MetLife’s General Agency products, and establish a system within the Agency to prospect and sell such products.
Financial Service Representative
Investment Advisor Representative
Allstate Insurance Co.
The Robert C. Sullivan Agency Inc.
Staten Island, NY 10301
Result driven insurance professional, with experience in the analysis and development of sales for new and existing clients. Responsibilities include canvassing and securing new clients; assessing the portfolios of existing clients to be sure their present insurance coverage adequately meets their needs in their personal (property and casualty) and financial portfolios; maintaining a high volume of customer service; managing an office staff; setting quarterly and year end goals.
Responsible for planning, developing and managing an agency and staff to increase market penetration of property & casualty products, along with all of Allstate’s financial products.
Agency growth to $1,800,000 (plus) in annual premiums
Supply twenty-four hour customer service to all clients
Increase financial products and planning portfolios
Increase market share of property and casualty products
Strong customer relations supporting my clients during the claims process
Customer retention ratio of 94% in all property and casualty customers
Customer retention ratio of 98% in all financial products
Build and maintain a profitable book of business
Monitor and support all staff to help achieve the agency’s annual goals
Prudential Insurance Company
Debit/Life Insurance Agent
Primarily a life insurance company with an emphasis on family oriented life insurance. Debit based cliental with collections of monthly premiums collected at the customer homes. A grass roots sales process where family oriented sales were the primary goal. Once a rapport was established with a client, growth in business was successful. My group was able to take our division to the number one agency within the United States and Canada. Services included:
Daily collections of monthly premiums
Family review of life insurance needs
Referral based leads which comprise a large component of new business
Aggressively prospecting for property and casualty business
Education and Training/Achievements
College of Staten Island
John Jay College of Criminal Justice
Life Underwriting Training Council Fellowship
States of New York and New Jersey Property & Casualty Licenses
States of New York and New Jersey Life & Health & Annuities Licenses
New Jersey Department of Health Certified Emergency Medical Technician
American Heart Association Certified CPR Instructor and Facilitator
Professional and Community Affiliations
Life Underwriting Training Council
Howell Township First Aid & Rescue Squad #1
(President 1999 to 2001; Active Life Member
Member New Jersey State First Aid Council
Livingston Civic Association
New York Police Chiefs Benevolent Association
John Jay College Protection Management Alumni & Friends
New York State Special Investigations Units (NYSSIU)
The Metropolitan Security Council Of Greater New York
The Allstate Foundation
Member S.I.G.A., M.G.A. & U.S.G.A.