David Ferguson Email & Phone Number

United States

Provide sales assistance to Financial Advisors with regard to product knowledge, rates, field underwriting and strategic information on competition in marketplace.

Drove new agent recruiting initiatives for a provider of long-term care insurance products. Assisted in managing and enhancing overall team performance:Utilized online resources, active referral building techniques, and an extensive professional contact network to identify qualified job candidatesReviewed applications, conducted initial interviews, and made hiring decisions for commission-based positionsNegotiated commission levels based on qualifications and experienceCreated individualized training programs based on specific skill sets and aptitudes; facilitated licensing requirementsDefined curricula and developed training programs; served as presenter for new associate webinars

Directed agent support operations for a long-term care insurance brokerage. Led a team of 25 associates, supervisors, and administrative support personnel. Developed and mentored a strong sales team, generating $5M in annual production:Trained new associates in product knowledge, documentation processes, and sales techniqueHired, trained, and coached administrative personnel; identified key personnel for advancement into positions of higher responsibility and coached new leadersLed team meetings to develop and execute sales strategies during new product rolloutServed as liaison to carriers and facilitated agent licensingOversaw the call center/telemarketing group and directed lead generation initiativesManaged payroll for 25 employees; administered the employee health benefits plan

Underwrote long term care, Medicare supplemental, and accident/health insurance policiesReviewed applications, interviewed applicants, and researched medical data to determine insurability; made approval decisionsProvided support on pending applications for field agents

Bba, Marketing

Education record

Employment Law, 2003

Education record