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Vandervinne Agency - Owner Insurance And Financial Solutions Agent Resume Example

Julian Phillips
XXX XXXXX XXX , Morrison , IL 61270 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXX
Professional Summary

Goal-oriented Insurance and Financial Services professional dedicated to high levels of customer satisfaction and meeting aggressive business goals.  MBA graduate with licenses in Property, Casualty, Life and Health Insurance and Series 6 & 63 Investment license.

Skills
  • Customer and Personal Service
  • Sales and Marketing
  • Finance and Budgeting
  • Speaking
  • Administration and Management
  • Writing
  • Social Media (FB, LinkedIn, Yelp, Google , YouTube, Instagram, Twitter, Yext)
  • Complex Problem Solving
  • Communications and Media
  • Finance and Budgeting
Experience
Owner - Insurance and Financial Solutions Agent 09/2011 to Present
VanderVinne Agency Morrison, IL
  • Built agency from scratch to 700 policies
  • Manage $1M in assets
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals, using consultative selling.
  • Sell 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.
  • Plan, direct, supervise, and coordinate work activities of subordinates and staff relating to employment, compensation, labor relations, and employee relations.
Mortgage Loan Officer 02/2009 to 09/2011
THE National Bank Morrison, IL
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Supervise loan personnel.
Mortgage Loan Officer 02/2006 to 01/2009
Farmers National Bank Morrison, IL
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Supervise loan personnel.
  • Interview, hire, and train new employees.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
Loan Officer 02/2002 to 10/2006
THE National Bank Morrison, IL
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Personal Banker 04/2001 to 02/2002
Wells Fargo Morrison, IL
  • Contact prospective customers to present information and explain available services.
Product Manager 02/1995 to 04/2001
National Manufacturing Company Sterling, IL
  • Gather data on competitors and analyze their prices, sales, and method of marketing and distribution.
  • Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors.
Education
MBA: Business and Marketing May 2000 Henry B Tippie College of Business - Iowa City, IA
Bachelor of Arts: Business Administration Dec 1993 Mount St Clare College - Clinton, IA
Community Service
Morrison Chamber of Commerce Board Member 2014-present, 2015 Vice President
Rotary Club Member 2013-present, 2014-2015 Secretary
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Resume Details

This is a real resume for a Owner Insurance and Financial Solutions Agent in Morrison, Illinois with experience working for such companies as Vandervinne Agency, The National Bank, Farmers National Bank. This is one of the hundreds of Owner Insurance and Financial Solutions Agent resumes available on our site for free. Use these resumes as templates to get help creating the best Owner Insurance and Financial Solutions Agent resume.

Previous Companies:

  • VanderVinne Agency
  • THE National Bank
  • Farmers National Bank

Previous Job Positions:

  • Owner Insurance and Financial Solutions Agent
  • Mortgage Loan Officer
  • Loan Officer
  • Personal Banker
  • Product Manager

Schools:

  • Henry B Tippie College of Business
  • Mount St Clare College

Level of Education:

  • MBA
  • Bachelor of Arts

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