Life Insurance Sales

Andrew Simone Bogucki

**** ***** ****

Philadelphia, PA 19136

215-***-**** Phone

215-***-**** Fax

**********@*****.***

Education Holy Family University

School of Business Administration

Degree: Management-Marketing, B.A. (Bachelor of Arts)

Graduation: December 2009

GPA: 3.5

Technical Skills

Computer: JAVA (basic), Microsoft Office (Word, Power Point, Excel, Outlook),

Corel Word Perfect, Adobe Acrobat, Adobe Photoshop

Legal: LexisNexis, Westlaw, Court E-Filing, PACER, Summation, Concordance

Experience

National Agents’ Alliance, Greater Philadelphia Area, PA

Licensed Pennsylvania Producer (Life Insurance & Fixed Annuities),

December 2009 - Present

• Educating prospective clients who have expressed interest in various life

insurance and annuity products

• Assessing clients’ backgrounds and identifying appropriate products to meet their qualifications and investment needs

• Retail brokerage of life insurance and annuity products on behalf of major institutions such as Mutual of Omaha, Foresters, Columbian Financial Group and American Equity Investment Life Insurance

Victory Legal Support Services, Philadelphia, PA

Accountant & Account Representative, June 2011 - Present

• Bookkeeping for transactions involving both clients and supply vendors

• Client invoicing for support services rendered to clients (solo practitioners and small firms)

• Invoice generation for solo practitioners seeking to bill own clients

• Communicating with clients regarding billing and explaining available services

• Researching legal databases (LexisNexis and Westlaw) and public documents

• Printing and delivery/courier services for legal pleadings and briefs

S&D Marketing, Philadelphia, PA

Telesales, January 2007 – April 2007

• Acted as a sales agent for Comcast’s High Speed Internet service

Light Free Cigarettes, Philadelphia, PA

Internet Advertising Director, August 2006 – December 2006

• Implemented use of the internet and social networks to develop a cogent online presence for a simple anti-smoking device intended for individuals attempting to cease cigarette smoking

Affiliations, Awards, Etc. Sons of Italy, Tacony-Mayfair Lodge #447, Member

Sigma Beta Delta International Honor Society for Business, Member

PS: I am interested in relocating from the Philadelphia area, please feel free to send job offerings that are outside of my immediate area.

Contact this candidate