Sales Health Insurance

Tim Paulson

***** *. ******* **., *******, AZ ***75

*** – 826 – 5112 - *******.*.*******@*****.***

ABILITIES and ACHIEVEMENTS:

• Currently licensed in both Life & Health Insurance, and Real Estate sales in Arizona

• Quickly build trust and confidence with clients through directed questions and active listening

• Create win-win situations with quick thinking, creativity, and sensitivity to client’s perspective

• Use my own experiences in a variety of sales and management positions to relate to others

• Work extremely well on my own as a motivated self-starter

• Learn new concepts and techniques quickly and comprehensively, and apply them immediately

• Work on both PC & Apple platforms, including MS Office/Word/Excel/Power Point software

SALES EXPERIENCE:

INSURANCE SALES – Phoenix, AZ; Santa Fe, NM; Boulder, CO 10/99 – Present

Marketing for the Senior Market in sales of Long-Term Care insurance and retirement programs, including specialty Life Insurance and Annuity products. And previous, marketing health insurance programs to individuals, families, and small business owners. Required lead generation through purchase, social networks, cold-calling, and immediate follow-up through concentrated marketing efforts.

VACATION OWNERSHIP – Phoenix, AZ 8/02 – 11/11

Sales of high-end vacation ownership programs to marketed local residents and resort guests. Involves immediate rapport building in order to generate trust, along with strong presentation skills, continual closing techniques, and client follow-up. Worked with Starwood Vacation Ownership, Monarch Grand Vacations, and Shell Vacation Club.

Also served as podium speaker / presenter for vacation clubs in Phoenix, AZ, and Valencia & San Diego, CA. Position involved making three to four 45 minute presentations to groups of up to 30 people invited to sales showroom, building interest and enthusiasm toward the product through humor, education and rapport.

BANKING & INVESTMENT – Boulder, CO 9/97 – 10/99

Earned both Series 22 & 63 Licensing for a small privately equity firm. Required intense cold call phone contact and sales of private investment programs to high net worth individuals. Close contact required, with multiple follow-up contacts to achieve sales goals. Designed proprietary computerized matrix form used company wide to forecast long-range investment strategies.

Also a member of the top ranked sales team in the nation for US Bank. Worked closely with individuals and companies counseling and cross selling clients on specific banking products in order to meet their individual financial needs.

EDUCATION:

ST. CLOUD STATE UNIVERSITY – St. Cloud, MN 6/84

Bachelor of Arts, graduated Cum Laude

Major – Mass Communications, Minors – Business, Technical Theatre

BROWN INSTITUTE – Minneapolis, MN 6/81

Television & Radio Broadcasting Diploma

ANOKA-RAMSEY COMMUNITY COLLEGE – Anoka, MN 12/80

Associate of Arts, Phi Theta Kappa Honors

First Place – Nation, and State of Minnesota, Competitive Speech

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