If you searched Superstar Sourcing for Financial Services Representative (with 3 additional requirements) on January 3, 2026 you'd find 435 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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95%

A*** H****

Licensed Financial Services Strategist

Longwood, Florida, United States 6 years 2 months

This candidate explicitly details experience as an Agent providing life insurance and annuities solutions within the financial services realm, covering almost all requirements highly relevant roles. Financial Services Strategist/Agent at PHP Agency, LMT Financial; skills list life insurance and annuities. Excellent.

LinkedIn Email Phone

Work Experience

Palmen Auto Stores
Porter · 3 years 1 month
Walmart
Asset Protection · 8 months
Roof Maxx
Outside Sales Representative · 1 year 1 month
LMT Financial
Financial Services Strategist · 2 years 3 months
+ 1 more positions

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

life insurance financial services asset protection outside sales sales roofs homeowners environmental php insurance annuities security +2 more
95%

N**** J****

Chief of Customer Happiness | Life Insurance Broker | International Territory Manager | Helping Families and assets Stay Protected & Businesses Stay Running

Toledo, Ohio, United States 22 years 2 months

This candidate explicitly holds the title International Territory Manager and is a Licensed Insurance Broker managing complex client relationships and books of business, aligning perfectly with the managerial/sales components. Insurance Broker (6 yrs independent) → Managed team of 25 agents. Excellent.

LinkedIn Email Phone

Work Experience

Pure Romance
Independent Business Owner · 10 years 3 months
Universal Marketing Group, LLC
Sales Representative- Top Performer- Office Trainer & Team Leader · 4 years 4 months
Express Solutions
Customer Service Sales Representative- Top Performer- Trainer & Management (when needed) · 4 years 5 months
United Collections Bureau
Debt Collector- Top Performer- Insurance Verification & Billing- Trainer · 3 years
+ 4 more positions

Qualification Criteria 4 met

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance communications sales integrity annuities manufacturing machinery maintenance energy selling plastics logistics +8 more
95%

F**** B****

Financial Sales Representative at Allstate Financial Services, LLC

Stokesdale, North Carolina, United States 15 years 5 months

This candidate has extensive relevant experience specifically as a Financial Sales Representative and financial professional, heavily emphasizing asset growth and protection, clearly meeting all core requirements. Financial Sales Rep → Financial Prof at Prudential → Financial Rep at WoodmenLife (15+ yrs). Excellent.

LinkedIn Email Phone

Work Experience

Prudential Financial
Financial Professional at The Prudential Insurance Company of America · 2 years 7 months
WoodmenLife
Financial Representative at WoodmenLife · 8 years 1 month
Allstate Financial Services, LLC
Financial Sales Representative

Qualification Criteria 3 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

couples risk sales protection insurance
95%

K**** J****

Life Insurance Expert

Cincinnati, Ohio, United States 9 years 7 months

The candidate has direct licensing for Variable Annuities and strong sales history including life insurance roles. Life Insurance Specialist at AIL → District General Agent at Colonial Life for 2 years → U.S. Bank → KeyBank, B.S. pending. Excellent.

LinkedIn Email Phone

Work Experience

Integrity Express Logistics
Logistics Account Executive · 1 year 1 month
U.S. Bank
Business Banking Specialist · 2 years 2 months
KeyBank
Personal Banker · 1 year 9 months
American Income Life: AO
Life Insurance Specialist
+ 2 more positions

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

efficiency benefits b2b insurance logistics banking sales life insurance outside sales
95%

J**** F****

Insurance Agent at Bankers Life

Montclair, New Jersey, United States 16 years 3 months

Excellent match showing explicit knowledge of life insurance and annuities across a very long tenure in insurance sales. Insurance Agent at BNL for 16+ years prioritizing education on LTC, Medicare, and annuities. Yes/Yes/Yes/No/Yes.

LinkedIn Email Phone

Work Experience

Bankers Life
Insurance Agent · 16 years 3 months

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

life insurance long term care insurance health medicare supplements annuities
95%

C**** W****

Territory Sales Manager at Zynex Medical! Helping patients feel better and get out of pain without pharma!

Moreno Valley, California, United States 22 years 1 month

This candidate shows strong history selling life insurance, explicit annuities knowledge via coursework and experience, and prior field management experience relevant to territory. Independent Life/Annuity Sales (19.4 yrs) → Regional Manager at Afortus (15.1 yrs) → Current Territory Sales Manager. Excellent.

LinkedIn Email Phone

Work Experience

Afortus financial
Pension and 403b consultant · 3 years 3 months
Self-employed
Independent Life and annuity sales agent · 19 years 4 months
Afortus Financial Insurance Services
Regional Manager · 15 years 1 month
Zynex Medical
Territory Sales Manager at Zynex Medical! · 2 years 2 months
+ 1 more positions

Qualification Criteria 5 met

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

sales sales manager
95%

N**** T****

Independent Life, Health & Annuities Broker

Roanoke, Virginia, United States 12 years 2 months

The headline explicitly mentions being an Independent Life, Health & Annuities Broker, hitting multiple core requirements for this role, and the tenure supports the field experience. Excellent.

LinkedIn Email Phone

Work Experience

Powerline Rent E-Quip
Diesel Technician · 4 years 7 months
Superior Media Marketing
Business Owner · 1 year 3 months
LegalShield Official
Independent Sales Associate · 3 years 11 months
Family First Life
Sales Manager

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

hard working back office life insurance sales manager flexible compensation rates research insurance training mortgage protection +4 more
90%

M**** E***

Independent Agent at AmeriLife & Health Services

United States 19 years 7 months

This candidate has explicit experience with Life, Health, and Fixed Indexed Annuities in an independent agent role, ticking off three major requirements and achieving the field experience benchmark. Hospitality career → AmeriLife (Life/Health/Annuities). Excellent.

LinkedIn Email Phone

Work Experience

East Lake Varsity Club
Restaurant and Bar Manager · 14 years 3 months
AmeriLife & Health Services
Independent Agent

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

hospitality health
90%

R*** M****

Financial Representative at COUNTRY Financial®

Pacific, Missouri, United States 18 years 5 months

This candidate explicitly lists Annuities knowledge via certification and has significant experience in related financial/insurance roles. Financial Rep at COUNTRY Financial → Liberty Mutual, has Anuities certification. Strong.

LinkedIn Email Phone

Work Experience

US Cellular
Sales Manager · 1 year 5 months
TitleMax
General Manager · 1 year 8 months
American TV
Department Manager · 4 years 9 months
COUNTRY Financial®
Financial Representative · 7 years 7 months
+ 2 more positions

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

sales sales manager
90%

C**** M****

Car Sales Specialist at Hendrick Automotive Group

Birmingham, Alabama, United States 13 years 4 months

This candidate clearly highlights current life insurance sales work and has several years of relevant experience. Life Insurance Agent at AAA Life Insurance Company → Independent Insurance Agent → Car Sales Specialist → General Sales Manager → Business Payroll Specialist, Diablo Valley College (Associate's). Strong.

LinkedIn Email Phone

Work Experience

Hendrick Automotive Group
Car Sales Specialist
Wells Fargo
Business Payroll Specialist
Self-employed
Independent Insurance Agent
AAA Life Insurance Company
Life Insurance Agent
+ 1 more positions

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance sales payroll protection life insurance sales manager
90%

K**** W****

Licensed Life & Health Insurance Agent

United States 14 years 5 months

This individual explicitly lists life insurance sales and annuities knowledge from their time as a Multi Line Insurance Agent, satisfying key criteria and surpassing the experience requirement through their overall career tenure. Agent (Liberty National) → Multi Line Agent (American National) listing life insurance and annuities. Excellent.

LinkedIn Email Phone

Work Experience

American National
Multi Line Insurance Agent · 9 months
Liberty National Life Insurance Company
Agent
Santa Fe Cattle Company
Server · 3 years 10 months
Santa Fe Cattle Company
Bartender · 1 year 11 months

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

sales performing benefits supervising insurance annuities property server life insurance casualty insurance customer service team work +1 more
90%

R**** B****

Senior Sales Representative

Arlington, Virginia, United States 13 years 9 months

An excellent match, this representative has explicit experience selling life insurance and annuities while mentoring others, covering four out of five requirements perfectly. Sales Representative at Navy Mutual (Life/Annuity focus) → Licensed Sales Agent at GEICO. Excellent.

LinkedIn Email Phone

Work Experience

Navy Mutual Aid Association
Senior Sales Representative
GEICO
Licensed Sales Agent · 7 years 2 months
Navy Mutual Aid Association
New Member Specialist
Navy Mutual Aid Association
Sales Representative · 4 years 6 months

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

microsoft office suite consultative selling cross selling microsoft office team building team player business administration financial services continuing education call center customer retention customer satisfaction +8 more
90%

L*** L****

Life Insurance Agent at American Income Life Insurance Company

Scottsdale, Arizona, United States 9 years 3 months

Excellent match as this experience explicitly mentions selling annuities and functioning as a licensed Life Insurance Agent, fulfilling core requirements. Life Insurance Agent (current) → Sales Rep → Salesperson (9.3 years total); explicitly sells annuities. Excellent.

LinkedIn Email Phone

Work Experience

Thurston Auto Plaza Inc
Salesperson · 2 years 6 months
UScellular
Sales Representative · 11 months
American Income Life Insurance Company
Life Insurance Agent

Qualification Criteria 3 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance scheduling investments accident health legal bookkeeping database annuities retirement buyers education +5 more
90%

B**** S****

Personal Financial Sales Representative

Long Beach, California, United States 27 years 4 months

This candidate has deep experience as a Financial Sales Representative and explicit training/experience with life and annuities, easily passing the experience threshold. Personal Financial Sales Rep at Bryan Insurance (13+ yrs) → Owner → Financial Sales Dev Consultant (trained on life/annuities). Excellent.

LinkedIn Email Phone

Work Experience

Allstate Insurance Company
Senior Eduation Consultant · 2 years
Allstate Insurance Company
Licensed Agent, Management Trainee · 1 year 1 month
Bryan Insurance Services - Allstate Agent
Personal Financial Sales Representative · 13 years 5 months
Allstate Insurance Company
Market Business Consultant · 5 years
+ 4 more positions

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

communication skills customer loyalty life insurance series 6 direct sales strategic marketing field training mutual funds product knowledge cash flow p c +8 more
90%

F**** M****

Insurance Agent

Fort Lauderdale, Florida, United States 3 years 3 months

Licensed agent with certification specifically mentioning Health & Life including Annuities, meeting 4 out of 5 key requirements with 3+ years of experience. Licensed Agent at Family First Life (3 years). Excellent.

LinkedIn Email Phone

Work Experience

Family First Life
Licensed Insurance Agent

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance
90%

P**** C****

Managing Agent at PRC And Associates, Inc

Atlanta, Georgia, United States 32 years 7 months

Excellent fit with explicit mention of Life Insurance, Annuities, Sales, and management experience that implies territory oversight, though 'Territory management' isn't the exact title. PRC And Associates → American General, 32 years total experience. Excellent.

LinkedIn Email Phone

Work Experience

NAAIA
Past Board Member · 4 years
PRC And Associates, Inc
Managing Agent · 20 years 3 months
UnitedHealthcare
Territory Developer · 1 year
Aflac
Multicultural Marketing Coordinator · 3 years
+ 3 more positions

Qualification Criteria 4 met

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

health property insurance annuities marketing management accident sales medicare organized training benefits +8 more
90%

J*** G****

Licensed Life Specialist, Auto, Fire, Health and Annuities

Canton, Ohio, United States 50 years 4 months

This candidate explicitly lists experience as a Financial Services Representative, insurance agent, and holds certifications for Annuity Sales, strongly meeting multiple key requirements. Financial Services Rep at State Farm for 4+ years, 37 years as licensed agent. Excellent.

LinkedIn Email Phone

Work Experience

The Palace Theater
Volunteer · 1 year
Michael Dougan - State Farm Insurance Agent
Licensed Sales and Staff Agent · 37 years
State Farm ®
Bank Certified · 20 years
Stark County Automobile Title Agency
Assistant Manager · 9 years 2 months
+ 1 more positions

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

financial services sales
90%

B**** W****

Healthcare Insurance Sales at Surface Financial Group

Seymour, Indiana, United States 15 years 2 months

This individual appears to cover most aspects, actively selling life insurance and mentioning fixed annuities in their sales role. Healthcare Insurance Sales → Sales Representative (Life Insurance, Fixed Annuities). Strong.

LinkedIn Email Phone

Work Experience

Western & Southern Financial Group
Sales Representative · 8 years 6 months
Surface Financial Group
Healthcare Insurance Sales · 6 years 8 months

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

healthcare insurance sales medicare health annuities retirement planning less benefits life insurance critical illness +3 more
88%

J**** C****

Insurance Professional for Life, Home, Auto etc!

Nashville, Tennessee, United States 14 years 10 months

This candidate served as a Financial Services and Life Insurance Professional for over 4 years, directly matching the key job components, exceeding the experience threshold, despite other roles being broader insurance/recruiting. FS & Life Insurance Prof (4.2 yrs) → Insurance Agent (1.9 yrs) → Insurance Specialist. Strong.

LinkedIn Email Phone

Work Experience

New York Life Insurance Company
Financial Services and Life Insurance Professional · 4 years 2 months
Randstad USA
Administrative Assistant · 6 months
Zander Insurance
Insurance Specialist
Texas de Brazil
Event Manager · 4 months
+ 5 more positions

Qualification Criteria 3 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

financial services life insurance business development 401k rollovers call center insurance risk underwriting marketing sales selling training +3 more
85%

H**** P****

Life Insurance Agent

Los Angeles, California, United States 10 years 9 months

This candidate explicitly lists Life Insurance Agent experience and holds the required certification, providing strong evidence for the sales role. Various roles → Financial Sales Consultant → Life Insurance Agent. Strong.

LinkedIn Email Phone

Work Experience

United States Postal Service
City Carrier · 2 years 2 months
UPS
AM loader · 2 months
Smiles By Sands
Dental Assistant · 6 months
Canter's Deli
Cashier / Host / Driver · 1 year
+ 5 more positions

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

life insurance back office insurance sales
85%

T*** G***

Helping people protect their families and investments everyday.

Las Vegas, Nevada, United States 25 years 11 months

This candidate has extensive experience selling life insurance and managing sales functions, strongly supporting the general role requirements and experience duration, though annuities and territory management are not explicitly confirmed. Insurance Sales Agent → Life Insurance Specialist (multiple roles, 10+ years total) → SALES SUPERVISOR (5 years). Strong.

LinkedIn Email Phone

Work Experience

MAVE ENTERPRISES, INC.
SALES SUPERVISOR · 5 years
HD Supply
LIEN WAIVER PROCESSOR · 3 years 11 months
AAA Northern California, Nevada & Utah
Insurance Sales Agent · 1 year 8 months
National Life Group
broker
+ 3 more positions

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

life insurance customer service persistence insurance coffee sales inventory reconciliation budgets audit adjustments directing +5 more
85%

E**** E****

Sales Professional

Whitewright, Texas, United States 22 years 2 months

Strong, directly relevant experience as an independent life insurance agent selling term, universal, and whole life, establishing the required sales base and tenure. Annuities and territory management are not explicitly mentioned. Strong.

LinkedIn Email Phone

Work Experience

Self Employed Life Insurance Agent
Independent Life Insurance Agent · 9 years 2 months
The Hartford
Inside Insurance Sales Agent · 2 years 7 months
Sunset Vending, Inc.
Owner · 5 years 1 month
Signify Health
Member Engagement Coordinator · 2 years 1 month
+ 1 more positions

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

whole life insurance sales engagement insurance websites underwriting selling accounting reports payroll inventory management +8 more
85%

E*** I****

Life Insurance Sales Agent

United States 11 years 11 months

Strong alignment with life insurance sales experience, though annuities knowledge remains unconfirmed. Life Insurance Sales Agent (3y 6m) → License agent (3y 8m) → Agent (3y 9m) → Truck Driver (7y 6m). Strong.

LinkedIn Email Phone

Work Experience

National Distributors Leasing, Inc.
Truck Driver · 7 years 6 months
The Rubin Financial Group
License life & health agent · 3 years 8 months
Family First Life
Life Insurance Sales Agent · 3 years 6 months
USHEALTH Advisors
Independent life and health agent · 3 years 9 months
+ 1 more positions

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance sales marketing networking referrals protection risk management bookkeeping database claims truck +7 more
85%

R**** S****

Territory Sales Manager at Family Heritage Life Insurance Company of America

Charlotte, North Carolina, United States 9 years 2 months

This individual has significant tenure as a Territory Sales Manager for a life insurance company, strongly implying life insurance sales and territory management, but annuities knowledge is unconfirmed. Territory sales manager → insurance agent at life insurance company (9 years). Strong.

LinkedIn Email Phone

Work Experience

Family Heritage Life Insurance Company of America
Insurance Agent · 9 years 3 months
Family Heritage Life Insurance Company of America
Territory Sales Manager · 9 years 2 months

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

outstanding customer service health insurance sales security health insurance life insurance sales manager customer service community outreach
85%

J**** C****

Sales Representative at Transamerica

Loris, South Carolina, United States 39 years 10 months

Strong history as a Sales Representative for insurance companies including Transamerica, indicating direct alignment with the core role and life insurance sales, though specific annuities/territory management aren't confirmed. Sales Rep @ Transamerica (13+ yrs) → Sales Rep @ Lincoln Heritage (11 mo) → Sales Rep @ American General (3 mo) → Insurance Broker (7 mo). Strong.

LinkedIn Email Phone

Work Experience

New South Lumber Companies
Millwright and Fork Lift Operator · 10 years 1 month
Self-Employed
Insurance Broker · 7 months
SCDOT
Senior Maintenance Foreman · 8 years 1 month
Lincoln Heritage
Sales Representative · 11 months
+ 6 more positions

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

metal fabrication product development expense reports sales presentations customer service sales weld fabrication production insurance maintenance machinery +5 more
85%

D**** R***

Insurance Agent at Allstate

Norfolk, Virginia, United States 32 years 11 months

Extensive experience as a licensed insurance sales agent running a franchise, covering financial services and sales management. Licensed Insurance Sales Agent/Franchise Owner at Allstate for 33 years. Strong.

LinkedIn Email Phone

Work Experience

Allstate
Licensed Insurance Sales Agent/Franchise Owner · 33 years

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance sales operations budgeting management financial services sales management
85%

M**** V****

INDEPENDENT INSURANCE AGENT 215/220 LICENSE

Miami, Florida, United States 18 years 7 months

This candidate explicitly lists experience as a broker dealing with Health, Life, and Annuities insurance, fulfilling three core technical requirements, and has vast industry experience. Health/Life/Annuities Broker @ ELIGE (9.10yr) → Realtor (concurrent). Strong.

LinkedIn Email Phone

Work Experience

ELIGE INSURANCE, LLC
HEALTH, LIFE, ANNUITIES INSURANCE BROKER · 9 years 10 months
Florida Realty of Miami
Realtor Associate · 17 years 2 months
Florida Realty of Miami
Realtor Sales Associate · 17 years 2 months

Qualification Criteria 4 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

health annuities insurance sales
85%

A**** W****

Life Insurance Agent at Primerica

Hattiesburg, Mississippi, United States 20 years 10 months

Current role is Life Insurance Agent with 10+ years experience, hitting sales and experience requirements, needs confirmation on annuities/territory. Agent at Primerica (10 years) → Center Manager at Lincare (20 years) → Army National Guard. Strong.

LinkedIn Email Phone

Work Experience

Primerica
Life Insurance Agent · 10 years 1 month
Lincare Holdings, Inc
Center Manager · 20 years 9 months

Qualification Criteria 3 met, 2 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

army insurance life insurance
85%

C**** S****

Remote Sales & Insurance Advisor

United States 10 years 6 months

Strong insurance sales background, including life insurance focus, though the exact 'Financial Services Representative' title isn't confirmed, the experience is highly relevant. Career: Allstate (Executive Agent) → State Farm (Agent Aspirant) → Remote Sales & Insurance Advisor (Self-employed). Strong.

LinkedIn Email Phone

Work Experience

Self-employed
Remote Sales & Insurance Advisor
State Farm ®
Insurance Executive · 1 year 5 months
Giles Independent Insurance Agency
Insurance Agent · 5 months
Allstate
Insurance Advisor · 2 years 2 months
+ 2 more positions

Qualification Criteria 2 met, 1 not

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance sales volunteering investments health customer service life insurance
85%

C**** G****

Connecticut Field Sales Manager , Life and Annuities

Bethel, Connecticut, United States 4 years

This candidate highlights combined Life Insurance and Annuity specialization alongside a Sales Manager title, indicating strong relevance, though 'Territory Management' is unconfirmed. Life/Annuity Specialist → Field Sales Manager → various roles, 4 years total. Strong.

LinkedIn Email Phone

Work Experience

AAA Northeast
Field Sales Manager · 1 year 7 months
Association Member Benefits Advisors (AMBA)
Benefits Advisor · 9 months
AAA Life Insurance Company
Life Insurance and Annuity Specialist · 2 years 4 months
Flagship Financial Partners
Junior Partner · 1 year 1 month

Qualification Criteria 4 met

Annuities knowledge
Life insurance sales
Territory management
3+ years field experience
Financial Services Representative

Skills & Expertise

insurance producer budgeting contractors planning sales benefits financial services process scheduler customer service strategic planning life insurance +1 more
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