Description :

1. Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
2. Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
3. Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
4. Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
5. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
6. Customized insurance programs to suit individual customers, often covering a variety of risks.
7. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.

Experience

7-10 Years

Level

Management

Education

BA In English Education

Description :

1. Helped families, and individuals find coverage for insurance, and/or annuities.
2. Provided service to clients' changing insurance needs by selling life, health, and disability insurance.
3. Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
4. Approached potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
5. Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
6. Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
7. Obtained underwriting approval by completing application for coverage.

Experience

5-7 Years

Level

Executive

Education

BA In Health Sciences

Description :

1. Generating business leads for marketing of insurance policies.
2. Performed policy servicing: i.e. preparing quote letters, creating, following up on outstanding documentation/information required, handling inquiries, processing endorsements, cancellations and audits &processing claims.
3. Liaisoned between the internal departments & external clients to ensure that the background check process runs effectively by preventing, troubleshooting, and resolving problems.
4. Interacted with clients of various sizes via e-mail, phone & on-site visits as well as maintain client relationships.
5. Ensured that all requests & case management workflows are resolved in a timely manner as per client expectations.
6. Revised information in company database (binding, invoices policies, endorsements, audits, & cancellations).
7. Prepared and generated quotations, binders, invoices, routine correspondence, records and reports.

Experience

2-5 Years

Level

Junior

Education

M.B.A. In Finance & Marketing

Description :

1. Prospected, cold call, email, and arrange face to face meetings.
2. Developed a cold calling script and a lead system from scratch.
3. Designed permanent life insurance policies for clients.
4. Presented and sold solutions in line with client's budget/financial objectives.
5. Closed deals and meet monthly call, email, and sales quotas in a fast paced aggressive sales environment.
6. Commissions Department Supervisor Helped with the recording of policy deliveries for agent compensations and provides the leadership and quality assurance for The Delivery Team.
7. Responsible for Lapses throughout the month, as well as Lapse Audits every 3 months.

Experience

0-2 Years

Level

Entry Level

Education

B.A In History

Description :

1. Involved a careful eye for detail and patience to review Lapse Reports from Life Quotes carriers and compare them to agents' records.
2. Communicated in a professional manner with the agent if there are questions or problems.
3. Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
4. Provided continuing service by providing direct deposit forms.
5. Processed changes in beneficiary and policy loan applications.
6. Calculated premiums and establish payment method.
7. Selected company that offers type of coverage requested by client to underwrite policy.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Built your list of potential clients by researching internal and external databases, websites and social media.
2. Pro-actively targeted your list through outbound sales calls, emails and visits (both face-to-face and virtual) and converting them from potential clients in to ACS clients.
3. Built relationships with Private Jet Operators to ensure we are able to provide the most suitable aircraft choices for the clients’ requirements.
4. Developed and maintained relationships with clients to ensure repeat business.
5. Ensured you are consistently exceeding both your sales activity and financial targets.
6. Confirmed company procedures are being followed in a methodical and chronological way to ensure protection of both ACS and the client.
7. Demonstrated an expert understanding of the aircraft and chartering process.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Managed charter bookings from inquiry to completion.
2. Flight watched/oversaw flight departures.
3. Built a wide and effective network of contacts inside and outside the organization.
4. Made prompt, clear decisions which may involve tough choices or considered risks.
5. Desired to immerse self into role and commit to the demands of the role.
6. Worked independently, but enjoys working with people inside and outside of ACS.
7. Enjoyed working to goals and objectives in a competitive environment.

Experience

2-5 Years

Level

Executive

Education

MS

Description :

1. Taken a commercial outlook on all flights ensure a win win for ACS and the client.
2. Handled pre- and post-sale calls and requests from customers and PFRs on brokerage accounts and all direct mutual fund, annuity, and variable life insurance accounts; providing outstanding service to increase asset sales and retention in-line with organizational goals.
3. Placed trades on mutual funds, stocks, UITs and bonds for customers and PFRs.
4. Ensured compliance with FINRA books and records requirements, respond to internal and regulatory audit requests and update procedures, as necessary.
5. Established bank-lines for customers to quickly facilitate EFTs and wires.
6. Processed IRA one-time and non-qualified distributions.
7. Educated PFRs and customer on documentation requirements and technology platforms for new account openings and on-going servicing.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Handled death-of-account-owner situations by establishing estate accounts and following proper protocol.
2. Facilitated Periodic Investment Plan and Systematic Withdrawal Plan instructions and monitor them going forward.
3. Made trade corrections and create/send invoices to PFRs, also handle appeals.
4. Promoted the use of technology, including RightBRIDGE, Docupace, Wealthscape and Wealthscape Investor.
5. Handled margin call notifications.
6. Verified that proper breakpoint charges were given on mutual fund sales and correct trades, if necessary.
7. Ensured accurate rules are followed for mutual fund swaps, switches and reinstatements.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Notified reps of re-org notifications, municipal bond notices, warrants/rights offerings and tender offers.
2. Sold-out security positions to satisfy debit balances, clean-up low value brokerage accounts.
3. Obtained proper requirements to make sure beneficiary designations are approved.
4. Made changes to customer accounts; including name, address and investment objectives.
5. Handled questions regarding jurisdiction, licensing and proper state registration assignments.
6. Completed special projects and tasks as assigned by Manager or Senior Leaders.
7. Know ledged of securities industry, including books and records, rules and regulations, product types and market trading functionality.

Experience

5-7 Years

Level

Executive

Education

MS