If you searched Superstar Sourcing for Insurance Sales Manager (with 2 additional requirements) on January 3, 2026 you'd find 473 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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W**** T****

Providing sophisticated & customized insurance solutions to affluent clients.

Bowie, Maryland, United States 29 years 3 months

Excellent fit, current role in wealth planning and previous experience explicitly includes Insurance Sales Manager and extensive financial services background. Prudential → Citibank (Insurance Sales Manager) → Betz Financial Advisory, 29 yrs experience. Excellent.

LinkedIn Email Phone

Work Experience

Citi Personal Wealth Management
Estate & Insurance Specialist · 20 years
Prudential Insurance
Agent · 2 years 11 months
Citi
Regional Specialist · 20 years
Capitas Financial
Wealth Planning Consultant
+ 1 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

long term care planning insurance sales management securities health cruises finra financial advisory life insurance financial services +8 more
95%

B**** S****

Owner, Financial Strategies of Lake Norman, Inc.

Mooresville, North Carolina, United States 40 years 10 months

This owner has spent 26 years focusing on financial solutions/planning outside of large institutions, strongly aligning with the independent agency model and planning needs. Strong fit for management/owner level experience in financial services/insurance. Owner operating for 26 years, focusing on 'financial solutions' suggests planning scope, and explicitly avoiding corporate structure implies independence. Excellent.

LinkedIn Email Phone

Work Experience

Financial Strategies of Lake Norman, Inc.
Chartered Financial Consultant · 28 years
The Stanfill Agency, Inc.
Agent/Advisor · 6 years
John Hancock Life Insurance Company (U.S.A.)
Agent/Advisor · 3 years
John Hancock Life Insurance Company (U.S.A.)
Sales Manager/Agent/Advisor · 3 years

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

integrity brokerage insurance philosophy referrals benefits planning tax protection p less risk +8 more
95%

P**** M****

Sales Manager at Allstate & Allstate Financial Svcs., LLC Agency

United States 13 years

This candidate explicitly lists 'Sales Manager' experience, focuses on retirement planning, and has experience as an Independent Agent, fulfilling all core criteria well over the 10-year mark. Sales Manager at Allstate Agency, 13 years total experience. Excellent.

LinkedIn Email Phone

Work Experience

Allstate & Allstate Financial Svcs., LLC Agency
Sales Manager
Aflac
Independent Agent · 1 year 7 months

Qualification Criteria 5 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

insurance retirement planning sales commercial annuities mortgage protection accident health presentations claims +5 more
95%

J**** G****

Independent Insurance Broker- Owner

Easley, South Carolina, United States 24 years

This candidate demonstrates strong sales leadership and currently runs an independent operation, indicating management potential, and explicitly mentions retirement planning. Career progression: Large broker (10 yrs) → State Farm Senior FA (8 yrs) → Independent Broker Owner (4+ yrs), focusing on life/health/financials and retirement. Excellent.

LinkedIn Email Phone

Work Experience

State Farm ®
Licensed Insurance Agent · 8 years 7 months
HIG
Insurance Professional · 10 years 8 months
Family First Life
Independent Insurance Agent- Owner · 4 years 10 months

Qualification Criteria 5 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

insurance health financials injury retirement security
95%

H**** K****

Considering next career opportunity

Palm Harbor, Florida, United States 40 years 4 months

This candidate explicitly lists Sales Manager experience and over 40 years in financial services, including roles at insurance companies. Callahan Weath Management and Insurance → Allstate → Raymond James → Allstate Insurance; 40+ years total. Excellent.

LinkedIn Email Phone

Work Experience

Allstate
Life and Annuity Specialist-Sales · 1 year 1 month
Allstate Insurance
Agent & Sales Manager · 8 years 1 month
Raymond James Financial
Financial Advisor · 8 years
Raymond James Trust, N.A.
Recruiter and Investment Officer · 12 years 3 months
+ 2 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales producing sales manager
95%

D**** E****

Agency Manager at Western & Southern Life

Tampa, Florida, United States 22 years 2 months

A very strong fit, currently a Manager with extensive time in financial services, including explicit recruitment/development roles focused on retirement planning. Agency Manager at W&S → Associate Director at Transamerica (recruiting/retirement focus) → Director at AIG, 22 yrs exp. Excellent.

LinkedIn Email Phone

Work Experience

AIG
Agency Director · 13 years
Transamerica Agency Network, Inc.
Associate Director · 2 years 6 months
Western & Southern Life
Agency Manager · 6 years 8 months

Qualification Criteria 4 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

p less leadership responsible planning management director producing retirement strategic planning business management retirement planning +1 more
92%

B** P***

Knowing that your family's present & future financial security is being adequately protected provides true peace of mind and is my ultimate goal as your trusted advisor.

Springfield, Oregon, United States 22 years 9 months

This candidate has clear management and sales/advisory experience across the insurance industry with significant tenure, including Medicare/retirement-related work. Managing General Agent → Precoa → HealthMarkets; 22+ years experience. Strong.

LinkedIn Email Phone

Work Experience

Service Corporation International
Sales Manager (In-Training) · 3 months
Precoa
Pre Arrangement Specialist/Foundation Partners Group LLC · 9 months
USHEALTH Advisors
Career Agent · 2 years 4 months
Bank of America
Branch Manager/AVP · 2 years 7 months
+ 6 more positions

Qualification Criteria 4 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales manager life insurance medicare advantage insurance medicare sales training llc health prescription medicaid cms +3 more
90%

K**** J***

MassMutual Life Insurance Company

Englewood Cliffs, New Jersey, United States 32 years 10 months

This individual has direct recent experience as a Sales Manager within a major insurance/financial services firm, meeting the management, tenure, and industry requirements. Sales Manager (MassMutual) → Various roles (New York Life) 32+ years total, 10+ in management. Excellent.

LinkedIn Email Phone

Work Experience

New York Life Insurance Company
Managing Partner · 1 year 3 months
New York Life Insurance Company
Partner · 8 months
New York Life Insurance Company
Partner · 3 years 6 months
New York Life Insurance Company
Agent · 8 years 4 months
+ 3 more positions

Qualification Criteria 3 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales organized ethics compensation benefits insurance recruiting hiring financial services sales manager disability insurance business acumen +1 more
90%

A**** M****

Life & Investment Specialist at WISE INSURANCE AGENCY, INC.

United States 31 years 1 month

Extensive experience in insurance, including manager roles at agencies, indicating relevant background for an Insurance Sales Manager role. WISE INSURANCE AGENCY → Auburn Insurance → Hughes Insurance → Grabill Insurnance Center; 31 years total. Excellent.

LinkedIn Email Phone

Work Experience

Auburn Insurance Center
Manager · 1 year 5 months
Hughes Insurance Group
Manager / Agent · 1 year 5 months
WISE INSURANCE AGENCY, INC.
Life & Annuity Specialist
Grabill Insurnance Center
Co Owner · 21 years 8 months

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience
90%

S**** S***

Independent Insurance Agent

Succasunna-Kenvil, New Jersey, United States 30 years

Excellent fit for independent background and extensive insurance/financial sales leadership, strongly implying management capability within agency ownership.

LinkedIn Email Phone

Work Experience

MassMutual
AVP - Channel Mgr DI & LTC · 2 years
Prudential Financial
National Sales Director LTC · 9 years
Prudential Insurance
National Sales Director LTC · 10 years
Genworth Financial
General Agent · 2 years 4 months
+ 4 more positions

Qualification Criteria 5 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales leadership health di director insurance planning safe retirement annuities long term care insurance financial services +4 more
90%

D**** T****

My job is to answer the question, will your money outlive you, or will you outlive your money?

Leawood, Kansas, United States 34 years 11 months

Excellent fit for the management and sales aspects, with explicit titles like Agency Manager and Agency VP & Sales Manager, strong financial services duration, and retirement focus. Agency Manager/Director → Regional Sales Director/Agency VP; 34+ years in finance/insurance/management. Excellent.

LinkedIn Email Phone

Work Experience

Farm Bureau Financial Services
Agency Manager · 10 months
Mutual of Omaha
Regional Sales Director · 3 years
Farm Bureau Financial Services
Sales Agent · 8 years 1 month
Waddell & Reed
District Manager · 1 year
+ 3 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales director insurance investments training leadership production sales manager sales training
90%

L**** J****

Owner @Jeppesen Financial Services LLC & Owner @Life Insurance For Seniors

Edmonds, Washington, United States 19 years 1 month

This owner has deep experience in insurance sales and financial services, including designing retirement solutions, and a clear independent/agency background, aligning well with the requirements potentially stepping into a managerial role based on past success. Owner/Independent Advisor → 12+ years independent work → high personal life insurance production → developed marketing campaigns and managed agency operations. Excellent.

LinkedIn Email Phone

Work Experience

Jeppesen Financial Services
Advisor
ING DIRECT
Sales Associate · 1 year 3 months
WaterRock Global Asset Management, LLC.
Investment Advisor Representative
Jeppesen Financial Services
Benefits & Insurance Specialist
+ 1 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

seniors insurance integrity compassion sales banking mortgage benefits production brokers planning retirement +8 more
90%

J**** D****

Medicare Advisor - Annuity Specialist at DeRose Commercial Insurance

Saint Paul, Minnesota, United States 52 years 8 months

This candidate shows extensive experience in insurance, annuities, and retirement planning, along with management roles, despite the very long career length. Medicare Advisor/Annuity Specialist at DeRose → Owner/Sr Advisor → Life Planning Manager at Senior Life Insurance Specialist (4+ years in current advisory/specialist role, prior management). Excellent.

LinkedIn Email Phone

Work Experience

Kaplan University
Instructor Kaplan University · 5 years 10 months
Colonial Life
Agency Development Manager · 3 years 8 months
Colonial Life
Agency Development Manager · 1 year
BNI
Agency Development Manager · 3 years
+ 5 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

tax retirement medicare planning insurance management expenses sales long term care life insurance asset management sales manager
90%

K*** M****

Advisor/Owner at Main Street Insurance, LLC

Fountain Inn, South Carolina, United States 23 years 2 months

Owner/Advisor role shows management/sales leadership, strong retirement and insurance background across multiple firms over 23 years. Advisor/Owner at Main Street Insurance → Agency Partner → Sales Rep at Jackson/ING, strong focus on annuities and rollovers. Excellent.

LinkedIn Email Phone

Work Experience

Jackson National Life
Sales Representative · 7 years 11 months
ING
Sales Representative · 2 years 6 months
Main Street Insurance
Advisor/Owner · 8 years 9 months
Palmetto Risk Solutions
Agency Partner · 4 years 6 months

Qualification Criteria 5 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

strategic planning 401k rollovers health insurance long term care insurance sales planning annuities 401k medicare security retirement +1 more
90%

I** M****

Financial Advisor, Ameriprise Financial Services, LLC.

Toledo, Ohio, United States 22 years 1 month

An advisor with deep experience focusing specifically on retirement planning and insurance within a large financial services firm. Financial Advisor @ Ameriprise for 15+ years, focusing on Retirement Planning Strategies; 22+ years experience, strong investment/insurance sales. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial
Intern · 1 year 7 months
Titus, Urbanski, & DeMarco CPAs
Intern · 1 year 3 months
Malhoit & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Financial Advisor · 15 years 4 months
Ameriprise Financial
Planning Assistant · 3 years 5 months
+ 1 more positions

Qualification Criteria 3 met, 2 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

financial services retirement planning cash flow series 7 series 66 llc retirement planning investments management insurance p +6 more
90%

S**** L****

Licensed insurance, investment and retirement strategist for over 30 years.

Orlando, Florida, United States 34 years 7 months

This founder possesses 30+ years in finance/insurance, strong licensing, and leadership roles (President/Founder), implying management capability within an independent structure, with clear longevity in financial services and insurance strategy. Founder/President roles → 30+ years experience → varied insurance background (Humana, Prudential, own firms) → strong licensing. Excellent.

LinkedIn Email Phone

Work Experience

Insurance Consultants of Central Florida
Sales Representative · 2 years 1 month
Humana Insurance Company
Sales Representative · 1 year 1 month
Prudential Financial Life Insurance Company
Sales Representative · 1 year 7 months
Lindsey Financial Services LLC
President · 24 years 7 months
+ 2 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales
90%

G**** S****

Sales Professional | Agency Manager

Cincinnati, United States 28 years 10 months

Excellent fit for Insurance Sales Manager with proven management and team development success within the insurance/financial services sector, exceeding 10 years tenure. Career: State Farm Agent (Agent and Agency Manager, 18+ years). Excellent.

LinkedIn Email Phone

Work Experience

Various Companies
Previous Work History · 10 years
State Farm Agent
Agent and Agency Manager · 18 years 10 months

Qualification Criteria 4 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

business development development management sales management financial planning client counseling team management customer service life insurance retirement planning strategic sales sales operations operating budgets +8 more
90%

K**** S****

Agency Owner at State Farm ®

Boise, Idaho, United States 13 years 3 months

This individual runs an agency and explicitly mentions specializing in retirement planning and mentoring a team, aligning very closely with the management role sought within insurance. Agency owner working with clients on insurance and retirement planning, mentoring team members. State Farm Agent (6+ years total tenure at State Farm) → Agency Owner. Excellent.

LinkedIn Email Phone

Work Experience

State Farm ®
Agency Owner
GoWireless, Inc.
Retail Sales Consultant · 2 years 1 month
State Farm ®
Agent Intern · 6 months
Patrick Buchanan - State Farm Agency
Financial Services Professional · 6 years 1 month

Qualification Criteria 4 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

insurance retirement planning mentoring retail sales metrics wireless responsible branding training financial services +2 more
90%

M**** I****

Full service insurance agency, specializing in Retirementr planning and working with Farms and Agribusiness

United States 43 years 5 months

This owner explicitly mentions specializing in Retirement planning and has extensive insurance/financial services experience, suggesting the management aspect of running the agency, although 'independent agency background' is implied rather than explicitly detailed as a past role. Owner (Immel Insurance) → Insurance agent (Immel Insurance). Excellent.

LinkedIn Email Phone

Work Experience

Immel Insurance nand Financial Services
Owner
Immel Insurance and Financial Services
Insurance agent

Qualification Criteria 5 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

insurance sales property retirement planning retirement planning estate planning
90%

J*** B****

President of Bollman Insurance Agency, Inc

Mentor, Ohio, United States 41 years 10 months

This candidate has extensive experience focused heavily on retirement planning and financial consulting, though the title is President, suggesting management history. Retired at Bollman Agency (40yr+) → State Farm (40yr) → NAIFA President. Yes, Yes, Yes, No, Yes. Strong.

LinkedIn Email Phone

Work Experience

National Asssociation of Insurance and Financial Advisors
President · 1 year
National Association of Life Underwriters
President · 1 year
Bollman Insurance Agency, Inc.
Retired · 40 years 7 months
State Farm Insurance
Retired · 40 years

Qualification Criteria 3 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

retirement planning tax retirement planning
90%

P**** K****

Growth-Focused, Results-Driven Retirement Plan Consultant Maximizing New Business Revenue & Profitability

Houston, Texas, United States 16 years 1 month

Strong experience in pension consulting suggesting retirement planning sales leadership, although 'Manager' title isn't explicit. Regional Pension Consultant → New Business Consultant, 16 years total experience heavily weighted in financial services/pensions. Strong.

LinkedIn Email Phone

Work Experience

Benetech Inc
Regional Pension Consultant · 11 years 6 months
EMJAY Retirement Plan Services
New Business Consultant, Director of Alliance Sales · 4 years 9 months

Qualification Criteria 2 met, 2 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

sales claims production director customer satisfaction
90%

C**** J**

Independent Agent at ClientConnections LD, An Insurance Brokerage Putting People Before Policies

San Francisco, California, United States 52 years 10 months

Multiple documented roles as Sales Manager in insurance/financial groups and extensive experience in the insurance industry suggests a strong match, especially with experience spanning 52 years. Sales Manager at MassMutual/Principal → Independent Agent, 52 years experience. Excellent.

LinkedIn Email Phone

Work Experience

ClientConnections LD Insurance Services
Insurance Broker · 51 years
Prudential Financial
Manager, Agency Training · 38 years
Calvin Jue Insurance & Financial Services
Financial Representative/Life Insurance Agent · 51 years 11 months
Principal Financial Group
Sales Manager · 2 years
+ 1 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

integrity insurance retirement strategy training sales life insurance sales manager
90%

J**** M****

Financial Planning & Insurance Industry Professional

Brooklyn, New York, United States 39 years 10 months

This veteran professional has vast experience across insurance and financial planning, including operating their own agency. Career: Insurance licenses (1985) → worked with numerous carriers (Principal, GM, AXA) → Owner of P&C Agency. Excellent.

LinkedIn Email Phone

Work Experience

Unified Insurance Agency, Inc
President · 34 years 7 months
Global Security Services
Owner · 29 years 7 months
Principal Financial Group
Agent · 25 years

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

planning insurance health sales benefits property training education licensing regulations trusts attorneys +8 more
90%

S**** G****

Agency Sales Director at The Assurance Group

Greenville, South Carolina, United States 16 years

This role as Agency Sales Director, focused on recruiting, training producers, and driving insurance sales distribution, is extremely close to an Insurance Sales Manager role within the insurance industry and far exceeds the experience threshold.

LinkedIn Email Phone

Work Experience

Cellular Sales
wireless consultant · 2 years 9 months
The Assurance Group
Agency Sales Director · 5 years 9 months
The Assurance Group
Field Manager | Recruiter · 9 years 7 months
Esurance
Inside Sales · 2 years 1 month
+ 2 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

call center life insurance inside sales customer service sales insurance distribution director assurance responsible recruiting training +8 more
89%

A**** T****

Agency Owner

Milledgeville, Georgia, United States 22 years 1 month

This person has strong background in insurance/finance, owns an agency suggesting management experience, and explicitly has certified retirement planning expertise, but the experience isn't clearly over 10 years within *financial services* specifically (many years in insurance lines). Agency Owner → Financial Representative at Horace Mann (3.7 yrs) → Financial Representative at COUNTRY Financial (5.2 yrs). Strong.

LinkedIn Email Phone

Work Experience

R. M. Bush & Company
Sales / Registered Rep · 3 years 5 months
Horace Mann
Financial Representative · 3 years 7 months
COUNTRY Financial®
Financial Representative · 5 years 2 months
American Family Insurance
Multi-Line Sales Representative · 1 year 1 month
+ 4 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

long term care business planning risk management retirement planning financial services life insurance casualty insurance consultative selling insurance planning sales securities +8 more
88%

S**** P****

Independent Insurance agent/producer

Chester, New Hampshire, United States 24 years 10 months

As an Independent Insurance Agent/Producer for nearly 25 years, this person has deep roots in the insurance and retirement planning space, fitting the independent agency requirement, just lacking the explicit 'Manager' title. Independent Agent/Producer for 24+ years, focusing on retirement/estate planning. Excellent.

LinkedIn Email Phone

Work Experience

Pessotti & Associates (Vice President)
Independent Insurance Agent · 24 years 11 months

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

back office operations management retirement planning marketing operations workshops libraries insurance business management estate planning back office +2 more
85%

F*** H****

Owner - Fred Hauck Insurance Agency

Eugene, Oregon, United States 52 years 6 months

This candidate shows long-term leadership and agency ownership within the insurance space, covering most requirements. Agent/Owner at Fred Hauck Insurance Agency (23 years) → District Manager at Farmers Insurance (19 years 9 months). Strong.

LinkedIn Email Phone

Work Experience

Fred Hauck Insurance Agency
Agent / Owner · 23 years
Fred Hauck Agency
Farmers Insurance Agent · 5 years 6 months
Farmers Insurance
District Manager · 19 years 9 months
Farmers Insurance
Claims Adjuster · 1 year 7 months
+ 2 more positions

Qualification Criteria 3 met, 2 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

insurance claims football
85%

M**** D**

Owner/President of Melvin G. Dye, Jr Insurance and Financial Services, LLC

Conyers, Georgia, United States 14 years 3 months

Owner/President experience selling insurance and financial products like IRAs/529s for over 14 years shows strong sales management exposure in insurance and financial services, potentially including retirement products. Owner/President at own firm (Country Financial), 14 years experience. Strong.

LinkedIn Email Phone

Work Experience

COUNTRY Financial®
Financial Representative · 14 years 3 months

Qualification Criteria 3 met, 1 not

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

financial services 401k rollovers long term care insurance long term care insurance llc selling commercial health iras 401k
85%

D*** T****

Financial Planning Focused on Wealth Management & Workplace Retirement Plans

Omaha, Nebraska, United States 11 years 3 months

Candidate has management/sales leadership experience in financial services and insurance, including work in independent models. VP of Brokerage Sales working with agents across various insurance products points toward a management fit in sales. VP of Brokerage Sales → All Access Brokerage. Strong.

LinkedIn Email Phone

Work Experience

Blue Sushi Sake Grill
Server/Bartender · 3 years 6 months
Pacific Life
Internal Wholesaler · 1 month
ReSource Pro
Insurance Account Associate · 1 year
Lifetime Retirement Partners
Partner
+ 3 more positions

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

financial services medicare advantage life insurance disability insurance critical illness market access long term care brokerage sales insurance training medicare +8 more
85%

J**** C****

Independent Life and Health Insurance Broker

Springfield, Oregon, United States 11 years 10 months

This candidate appears to align well with the requested industry experience and strong independent agent history, showing management potential through mentorship. JC Insurance Group Owner (11 yrs) → life, long term care, retirement planning skills listed. Strong.

LinkedIn Email Phone

Work Experience

JC Insurance Group
Owner · 11 years 11 months

Qualification Criteria 4 met

Insurance industry
Insurance Sales Manager
10+ years financial services
Independent agency background
Retirement planning experience

Skills & Expertise

long term care life insurance retirement planning critical illness wealth accumulation consulting medicare insurance mortgage protection retirement planning
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