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RssExperienced Financial Sales Representative and Big Four Public Accountant

I am looking to get into B2B Outside Sales for a dynamic organization with an international presence. I am looking in the technology and financial services industries.

Insurance Sales Agent

Chicago, IL

About Me


Sales & Sales Management


Insurance Sales Agent


• More than 50 new clients in first year of employment at Northwestern Mutual. • Pacesetter First 40 recipient at Northwestern Mutual (i.e. 40 policies in place within first 6 months of employment). • Serve as a Joint Work Representative for new reps starting in the business at Northwestern Mutual. • Received a “Standing Ovation – Encore Award” which is KPMG’s highest award designed to honor employees who actively exhibit their values while serving clients and teaming with co-workers. • Received KPMG’s Chairman's Award for excellence in volunteerism which is the highest honor KPMG bestows on employees who perform outstanding volunteer and community service throughout the year. • National Association of Insurance and Financial Advisors (NAIFA) Member

Ideal Companies:

The Hartford, Sun Life Financial, Siemens, Microsoft, IBM, Cisco, Apple

Education level:


Will Relocate:



Chicago, IL

Work Experiences

10/2007 - Present


Individual Contributor

  • • Provide consultative needs-based analysis and financial solutions to help ensure my client’s needs are met at every life stage. • Offer exclusive access to insurance products and an array of financial products and services available through network partners.

9/2005 - 9/2007


Individual Contributor

  • • Adapt to and implement the company’s audit methodology to effectively provide value-added services to clients. • Work with various teams to ensure regulations compliance; report and discussed findings with management. • Clients include SummaCare/Summa Insurance Company, Bendix Commercial Vehicle Systems, Ferro Corporation, ICI Paints, Ace Hardware, and Optimum Nutrition.