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Published on January 2017 | Categories: Documents | Downloads: 12 | Comments: 0



Executive Summary of Qualifications 3003 Dogwood Trail PO Box 2032 Spring Hill, TN 37174 (931) 489-0049 (h) (615) 424-7101 (c) [email protected] Professional Summary

Bradley D. Bahr

Twenty plus years as a pro-active achiever of goals in Marketing, Sales, Product Development and Team Management with responsibilities for overall company produ ction. Possesses thorough knowledge and hands-on experience of marketing, sales , management and customer service process both in the field and in the home offi ce. Understands the art of identifying the steps necessary to achieving goals a nd the importance of communication and team building. Competitive Advantages Hands-on professional with direct experience in corporate management and projec t leadership Background of successful direct selling situations ranging from individuals to corporate boards Develops and maintains strong customer relationships and provides excellent cus tomer service Major strength in prioritizing multiple tasks, planning and identifying solutio ns where needed Strong interpersonal and communication skills, both written and orally Goal oriented performer with demonstrated project management accomplishments Believer that all levels of personnel should understand goal and their role in achieving that goal Experienced in developing programs/products through agents/brokers to achieve s tated sales goals Academic Credentials The Ohio State University Columbus, Ohio Bachelor of Science degree in Business Administration Major in Insurance & Risk Licenses Held Series 6 (no longer in place due to career change) Various state insurance licenses (required at time of specific responsibilities )

Professional Experience 21st Services Minneapolis, MN / Nashville, TN Vice President of Sales 2008 Present Responsible for marketing of longevity evaluations to life settlement & financi al planning market Identify and research potential new markets to expand sales In charge of Customer Advisory Board of industry experts & international repres entatives Represent 21st Services at industry conferences and functions worldwide Generate new leads and sales of longevity planning products to $20 billion mark et

Woodlawn-Roesch-Patton Funeral Home (subsidiary of SCI) Nashville, TN & Spring Hill Funeral Home & Cemetery 2006-2008 Family Service Counselor Develop prearrangement sales of funeral goods & services funded by Life Insuran ce Generated leads to sell prearrangements and cemetery property Achieved monthly Pace-Setter sales status Sales Leader for February & September 2007 AIG / American General Life and Accident Insurance Company Nashville, TN Director of Marketing Services Worksite 2004 to 2006 Worked with agents to generate $15 million in Worksite sales in 2004 and $21 mi llion in 2005 Responsible for taking necessary actions to make it easier for agents to sell A IG products Products included Term insurance, Whole Life and Universal Life insurance, Canc er, Critical Care, Disability, Accidental Death and Supplemental Health insuranc e Project leader that created several new sales aids that increased sales product ion including a new 2-page Multi-product Application, Producer Quick Reference G uide and Sales Presentation kit Developed a Case Review committee with Vice Presidents of Actuary, Underwriting and Products to review case details of non-traditional Worksite groups submitte d by agents for possible acceptance Expanded AIG producer base through the creation of a Benefit Associate contract which allowed independent brokers to cross-sell AIG Worksite products to their existing Employer client base Managed Worksite Case Coordinator staff in handling all application validation, case set-up details, implementation of each Worksite account and customer servi ce to agents and case clients Coordinated, completed and responded to all Requests for Proposals from state a nd local governments for worksite benefit requests. Worked with field force to i mplement selected products into the governments benefit system and enrollment fo rmat for government employees Communicated directly with field force to resolve issues related to sales and m arketing of AIG / American General Worksite product line Had direct input to Product Managers on product improvements and/or development Made presentations to internal and external customer groups Walker Financial Corporation Garden City, NY / Spring Hill, T N Vice President Business Development 2002 to 2004 Created and implemented a marketing plan for a start-up brokerage agency to ide ntify and reach affinity groups, unions, corporations, strategic partners and in dependent agents with a packaged plan designed to market prearranged funeral pla nning as an employee or member benefit Developed corporate identity, contracts and marketing materials Secured insurance carrier Managing General Agent contracts for agency to sell L ife insurance products used to fund prearrangement coverage Recruited independent agents and brokers to sell Life products through National

Preplanning, Inc Designed and distributed marketing materials for direct mail campaigns, agent s ales portfolios and industry advertisements for National Preplanning, Inc., whic h is a Walker Financial Corporation company based in Garden City, NY Represented NPI at insurance industry conferences and funeral services conventi ons

CNA Life Insurance Company Nashville, TN Assistant Vice President Specialty Markets 1996 to 2002 Project leader in effort to produce Life, Annuity and LTC business from non-tra ditional distribution sources including the Internet, Direct Marketing, Financia l Institutions, Affinity Groups and Corporate Accounts Opened Hispanic and Asian markets for company directed marketing efforts Created Private Label Partnerships with other insurance carriers to sell CNA pr oducts under their company name rather than develop such a product in-house Improved Corporate Account sales by over 65% to $10 million within first year Developed and introduced an Affinity Program to specialized broker community, w hich produced 30% of companys Long Term Care production the first year Led the Specialty Markets area to $30 million in first year premium production Recruited brokers who were selling directly to the Affinity Group market Assisted in developing MGA relationships at CNA company trips and conventions CNA Life Insurance Company Assistant Vice President Product Development Built and managed a Product Development staff responsible for developing and pr icing products for market, producing state product filings and securing approval s, building administrative system implementation, securing reinsurance coverage and developing illustration software support Developed the # 1-selling guaranteed Level Term insurance product in 1997 and 1 998 according to published A.M. Best reports Gathered competitive knowledge on products, rates and features from identified carrier competitors through state filings and producer input Worked with Managing General Agents to develop new products and improve existin g products Represented CNA at industry conventions and functions The Copeland Companies (dba CitiStreet LLC) Dublin, OH Retirement Planning Manager 1995 to 1996 Developed personal sales production primarily at selected 501(c)(3) healthcare accounts by establishing and growing a client base of employees and management Set up payroll system, held individual and group meetings to explain benefits a nd enrolled employees in selected plans Sold various products including 401(k) plans, 403 (b) fixed and variable annuit ies, individual and group life coverage, long term care and defined contribution pension plans Made presentations to executive staff, physicians, board of directors and emplo yees Explained variable account investment options to clients Trained and managed new sales agents in product, sales and computer knowledge i

n order to open new healthcare accounts and expand sales to meet established goa ls Personally met or exceeded production goal on a weekly basis Held state insurance license and Series 6 variable product license

The Midland Life Insurance Company Columbus, OH Marketing Director 1988 to 1995 Served as the main liaison between the home office and the brokerage field forc e Worked with internal Product Managers in the development of Life Insurance and Annuity products Trained brokers on new products, resolved problems involving the field force, m aintained and disseminated the monthly production bonus to eligible brokers and coordinated annual conventions for MGAs Represented The Midland at industry meetings/conferences Identified, recruited and contracted new MGAs able to meet established producti on requirements Kept MGA contracts valuable by contracting a limited number, which included man y of the top ten brokerages nationally Gardner & White Columbus, OH Account Executive 1983 to 1988 Increased the 403(b) fixed and variable annuity production for the Ohio office into a multi-million dollar block of business Also sold individual Term, Universal Life and Group Life coverage, short and lo ng term disability and defined contribution pension plans directly to consumers. Held state insurance license and Series 6 variable product license Inductotherm Inside Sales Responsible g industry Worked with Coordinated lines Corporation Rancocas, NJ Coordinator 1979 to 1983 for the sales of new and replacement equipment for induction heatin customers to assess needs for recommended sales workflow with internal production departments to meet expected dead

The Prudential Insurance Company Cherry Hill, NJ General Agent 1978 to 1979 Specialized in mortgage marketplace for Life Insurance sales Licensed to sell entire line of Prudential product line including Level Term in surance, Decreasing Term insurance, Whole Life insurance and Universal Life insu rance

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