Agent Resume
Bruce Wayne
103 Peace Lane
Mountain View, CA 94034
650-325-1618
Position in marketing or sales employing experience in the financial service field for achieving company targets.
SALES SKILLS
Develop profitable and productive business relationships, research the market, conduct presentations for high revenue generating clientele and collective decision-makers, prospect and network for new business, attend sales calls, deal directly with sales staff for increasing revenue, set achievable sales targets, accounts development and design programs for increasing product knowledge.
MANAGEMENT
Organize and manage business operations and financial services, P&L review and analysis, development of financial control, analysis and reporting system, strategic planning, cash flow management, recommendations for credit approvals, mortgage, insurance and lending industry issues, cost controls and budgeting, and schedule operational functions and projects.
COMMUNICATION
Align public relations, interact prolifically with individuals from almost all backgrounds, able to produce in depth reports and proposals, expertise in business communication and knowledge of computer software applications including PC desktop systems, MS Windows, Microsoft Word, Excel, Mortgage & Credit Analysis programs. Fluent (speaking/reading/writing) in the French language.
ACCOMPLISHMENTS
Consistently appreciated by senior management, clients and staff for taking on and accomplishing special tasks, excellent detail-oriented management skills, ability to prioritize responsibilities for accomplishing maximum results, completion of projects on time and ability to solve institutional problems with innovative solutions.
Phoenix Insurance Corporation, Grand Rapids, MI, 2005 - Present
Associate / Agent / Registered Representative
- Member of the Priceless Roundtable.
- Achieved President’s Agent Council status.
- Named 2006 “Best New Associate of the Year.”
- Managed marketing and sales of Whole Life, Universal Life, Health, Term, Medicare Supplement, Disability, Accident Indemnity and related policies. Sales responsibilities include prequalifying customers, quoting rates and assisting with the underwriting program for numerous insurance policies.
- Travelled throughout the Midwest for educating individuals on plan’s features and benefits. Specialized in providing individualized service for life insurance corporations, servicing existing accounts, modifying existing policies, making presentations and initiating the claims process for clients.
- Exploring and set appointments based on leads, maintained quality control, coordinated corporate office staff, networked, prepared various reports, developed and delivered presentations to prospective and current clients and managed various other aspects of sales and services.
- Performed administrative functionalities including maintaining quality control, coordinating with the office staff, networking, cold-calling, preparing spreadsheets, developing and delivering presentations to prospective and current clients, analyzing important price data and trends and all other aspects of sales and services.
Cooper and Associates, Detroit, MI, 2004 - 2005
Investment Executive
- Awarded for excellent presentation skills and production.
- Conducted productive cold-calling to high profitable clientele.
- Sold a wide range investment skims for estate planning purposes, personal requirements and various non qualified retirement plans, advised clients on cost-efficient investment strategies, calculated tolerance for risk factors and evaluated financial resources.
- Supervised portfolio asset allotment including allocating, managing and analyzing various mutual fund assets and different investment options, exploitation of customized financial plans, and updating and implementing numerous investment plans.
- Managed client relationships, produced monthly performance data and analyzed reports. Produced advisories on mutual fund analysis, stock performance and helped clients in preparing educational financing plans for children.
Goldfish Inc., Grand Rapids, MI, 2002 - 2004
Credit Manager
- Ranked in top 5% in regional sales targets.
- Assigned to train new recruits and university interns.
- Coordinated all branch coordination functionalities, tracked monthly-quarterly accounts, contacted past due clients, made payment agreements, adverted bankruptcy proceedings, foreclosures and repossessions, made credit approval decisions, analyzed collateral, tracked correspondence and worked closely with Equifax, TRW and other reporting services.
- Ensured that the office controlled dereliction at acceptable levels through effective utilization of personnel, intensive training, credit analysis and targeted collections activities. Arranged financial dealers, maintained advanced knowledge of all relevant laws and regulations, supervised financial performance and solved organizational problems if needed.
- Reviewed prospective lending packages, helped clients with financial strategies and refinancing, arranged cold-calling, sold insurance packages to loan applicants, employed various sales and marketing strategies to increase productivity, ascertained acceptable risks and assessed banking and credit information.
Larry Harman and Associates, Detroit, MI, 2000 - 2002
Intern / Planning Assistant
- Assisted Professional Financial Planners in marketing and sales of life insurance plans, mutual funds, annuities, and other related financial services and products. Took part in presentations, collection of basic information for marketing outreach and underwriting purposes.
Logica Insurance Agency, Detroit, MI, 1999 - 2000
Marketing Intern
- Provided information to existing and prospective clients on health, life and automotive insurance. Helped in increasing and updating existing client base on new offerings and programs.
Western Michigan University, MI, 2007
M.B.A., Concentration: Marketing
- Enrolled in the Part Time MBA / Law Curriculum, successfully completed International Business Marketing
Western Michigan University, MI, 2002
Bachelor of Arts, Sales
- Full Athletic Scholarship
- Defensive Back, Soccer Team
- Three Years Letterman, Soccer
- Team Captain, Soccer
- National Association of Investment and Insurance Professionals
- Currently a member of Western Michigan University Alumni Board
- Past President (2006-2007) Western Michigan University Alumni Chapter
- Marketing Management Advancement Program (MAP)
- The Educational Seminar for Synergistic Listening for Sales rep
- MILC Registered Representative
- Professional Financial Planner (PFP) Certificate in Progress
- Series 6 and 63 Licenses Pending
- Registered, Michigan Office of Marketing Institutions