Sign in

Sales Representative Health Insurance

New York, NY, 11357
58500 - 72000
August 22, 2012

Contact this candidate


Lonny Keller

***-** **** *****

Second Floor

Whitestone, New York 11357


917-***-**** (cell )


To secure a senior marketing position with a progressive firm that offers promotional visibility and management opportunities

Work Experience

Director of Business Development – National Network of Accountants

6/2009 thru Present

. Called on CPA firms and C-Level officers and directors. Held educational seminars for them on HRA’s, HSA’s, captive insurance companies, qualified pension plans, and cafeteria plans, often resulting in them upgrading their own programs, and then referring us to their clientele. Designed brochures, marketing pieces, supervised graphic designers and art work. Mentored and coached 10 financial reps for case presentation. Assisted on input for new website design and content.

Director of Business Development

1/2007 – 5/2009 Sequoia Financial Partners ( Now merged with York Intl. )

• Cold Called on CFO’s, CEO’s and H.R. Directors

• Replaced 401-K’s and Standard major medical plans with sophisticated Defined Benefit and/or Profit Sharing Plans for retirement purposes and utilized HSA’s and HRA’s to eliminate 12% to 25% of all major medical insurance premiums.

• Designed and wrote boiler plate content presentation for company brochures, employee benefit cost saving strategy pamphlets, comparison pieces on 401K’s versus fully funded pension plans, prepped 7 senior advisors on pending case presentations.

Director of Business Development

1/2005 – 1/2007 Brinks Incorporated, Brooklyn, New York

Developed new territory for Brinks ( New Jersey and Staten Island ), preserving existing national accounts, while increasing density and gross profit margins through acquisition of new business. Greatest accomplishments include close working relationships with branch personnel, adding on three nationally known restaurant chains as clients, and developing a cross-referral network with 3 prestigious major commercial banks.

Exclusive Financial Specialist

Allstate Financial Services, Great Neck, New York

Cross sold existing client base of 5 Allstate agencies, introducing traditional P&C customers to level term products, universal life, disability and long term insurance, as well as Allstate Bank and a myriad of mutual funds and annuities.

Cardiovascular Sales Representative

Novartis, East Hanover, New Jersey

Detail Diovan and Lotrel to Physicians and Pharmacists in the Cross Bay territory in Queens (Howard Beach, Far Rockaway, Woodhaven, Middle Village, Glendale, Ridgewood, Rego Park, etc.). Compare products to competition with reprints, medical journal articles, sales aids, medical letters.

CFP / Registered Representative

Certified Financial Planner/Self-Employed, Affiliated with Presidential Life/Nyack, New York

Sold financial intangibles (life and health insurance, stocks, bonds, mutual funds, reits, limited partnerships) as well as complex estate planning, 401K's, deferred compensation, and other benefit programs to large firms and individuals.

Assistant to Vice President of Finance

Ply Gem Industries, New York, New York

Performed internal audits at five regional locations. Responsible for all consolidated financial statements, board of directors meetings, stockholders information. Supervised a/c receivable and a/c payable depts. as well as general accounting. Negotiated lines of credit with major financial institutions.


University of Denver, Denver, Colorado


Certified Financial PlannerFinal professional step after securing NASD Series 6,7, and 63 as well as Life and Health Insurance licenses

St. Johns University, Jamaica, New York

Master's Degree

Masters of Business AdministrationMajor-ControllershipMinor-Accounting

Queens College, Flushing, New York

Bachelor's Degree

B.A. in AccountingMinors-Political Science, Mathematics


Sales Manager


Contact this candidate