Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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RICHARD BECKEY

95-227 Waikalani Drive, A207, Mililani

Summary

Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.

Overview

44
44
years of professional experience

Work History

Life Insurance Agent

MetLife
Mililani
02.1992 - Current
  • Advised clients on life insurance options and coverage needs.
  • Conducted thorough needs assessments for potential policyholders.
  • Developed customized insurance plans to meet client requirements.

Sales Manager

Metlife
Boulder
06.1988 - 01.1992
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Established ambitious goals for employees to promote achievement and surpass business targets.

Sales Manager

New York Life Insurance Co
Fort Collins
01.1984 - 06.1988
  • Conducted performance reviews to assess team strengths and areas for improvement.
  • Coordinated training sessions for new hires on sales processes and tools.

Life Insurance Agent

New York Life Insurance Co
Fort Collins
06.1981 - 12.1984
  • Sought out new clients and developed clientele by networking to find new customers.
  • Analyzed clients' financial situations to propose solutions that align with their long-term goals.

Education

Chartered Financial Consultant 1990 & Chartered Life Underwriter 1989 -

The American College of Financial Services
Bryn Mawr, PA
10-1990

Bachelor of Science - Physical Education And Mathematics

Western Michigan University
Kalamazoo, MI
04-1976

High School Diploma -

Lakeview High School
Saint Clair Shores, MI
06-1972

Skills

  • Prospecting clients
  • Needs assessment
  • Risk analysis
  • Financial planning
  • Insurance product expertise
  • Policy management

Accomplishments

  • Million Dollar Round Table Member for 30 years recognizing the top one percent of Financial Advisors worldwide

Timeline

Life Insurance Agent

MetLife
02.1992 - Current

Sales Manager

Metlife
06.1988 - 01.1992

Sales Manager

New York Life Insurance Co
01.1984 - 06.1988

Life Insurance Agent

New York Life Insurance Co
06.1981 - 12.1984

Chartered Financial Consultant 1990 & Chartered Life Underwriter 1989 -

The American College of Financial Services

Bachelor of Science - Physical Education And Mathematics

Western Michigan University

High School Diploma -

Lakeview High School

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