Life Insurance Sales
Resume:
Robert E. Scalzetti
Philadelphia, PA 19114
Home: 215-***-**** Cell: 215-***-****
E-Mail: **********@*******.***
Fourteen years experience as a financial services/life insurance registered representative which includes seven years as a wholesaler/trainer and point of sale key person within the bank, wire house, and independent brokerage channel. I am a highly motivated professional with excellent sales, communication, and motivational skills.
EXPERIENCE
Four Seasons Financial Group, Mt.Laurel, NJ 08054 12/2010-Present
Internal Wholesaler/Solutionist
As an internal wholesaler I support Banks Financial Consultants by providing Life insurance and Annuity product
support to over150 bank representatives. I run hundreds of Life Insurance Illustrations each week.
Through telephone conversations I teach the banks financial consultants the most up to date Life Insurance concepts and
help them design their cases to meet each of their client’s specific needs.
My territory does over 100k per month in Traditional Life, 2 million per month in Single Premium Life, and 1 million
per month in annuity production.
Insurance Brokerage Services, Philadelphia, PA 19114 01/2007-12/2010
Independent Insurance Agent
Utilized several marketing strategies such as, client seminar workshops, lead generation programs, and mailings, to
generate life insurance and annuity applications for clients in the Pennsylvania and New Jersey region. Also helped
train newly recruited insurance agents.
Roster Financial LLC, Voorhees, NJ 08043 11/2004 - 12/2006
Account Executive, Life Division
As an Account Executive my main responsibility was generating life insurance sales through agents and general agencies across the country. I provided agents with sales ideas, product knowledge, illustration support, and case
design. Another one of my responsibilities was making life insurance presentations to agents who attended Rosters
monthly ‘Wealth Management’ training sessions. The total life insurance target premium generated in my territory was $1.5 million.
Highland Capital Brokerage, Cranford, NJ 07016 8/2003 – 11/2004
Director Institutional Sales, Sales Vice President
As a Sales Vice President I was responsible for building insurance distribution through the institutional,
Independent and bank channels within my territory which consisted of the states of Pennsylvania, Delaware, and Southern NJ. My responsibilities included, providing point of sale support to financial advisors, and wholesaling of carrier products. I also partnered with carrier wholesalers to conduct estate planning and long term care insurance seminars for producers and clients.
First Union/Wachovia National Bank, Jenkintown, PA 19027 9/1999 – 8/2003
Advanced Insurance Specialist, Assistant Vice President
As an Advanced Insurance Specialist I developed and pioneered the successful delivery of insurance solutions to the bank’s clients. My primary role was a point of sale insurance specialist. I was a leader in the company my last year with selling over $225,000 in target premium. I also served on The Insurance Groups Advisory Counsel for the Northern region.
Prudential Insurance Company, Bensalem, PA 19020 5/1998-9/1999
Insurance Agent/Financial Services Representative
As an agent I wrote life insurance, annuities, mutual funds, auto and homeowner insurance policies for Prudential
Customers. I wrote 110 life insurance policies while with Prudential.
Licenses/Education: Life/Annuity/Health/P&C/Matriculating with American College for CLU
Contact this candidate