Job Search Status
Open to workDesired start date: Open to discussion
Desired Job Title
Finance Insurance ProfessionalFinance Insurance ProfessionalWork Type
Full TimeLocation Preference
HybridRemoteLocation: open
Open to relocation: No
Open To Work
Rick Montgomery
Finance Insurance Professional
Matteson,IL
Work Preference
Summary
Insurance History Experience: WORKING IN INSURANCE SINCE January 01 2018 held (Temp License) for 6 months completed Illinois Training to obtain Insurance license in March 2018. (Life & Health) Insurance/ and Annuity training, in the Insurance industry: March 30, 2018, working under Main Street Financial Agency, included training with-Ameritas Life, trained in (IUL) Index Universal Life Insurance and Annuity. Various Insurance Companies like AIG & National Life Insurance, Allianz, TransAmerica, Ameritas, GPM Life. Allianz continue update yearly training (IUL) and Annuity, Term Life, Whole Life 2025. Illinois License trained along with earned experiences in Whole life Universal Life Insurance., insurance for special need children, Term Life, Disability Income Protection for business and individual. Previous Position Held: Related to Insurance- Auto Industry 1996, Promoted from sales, & Trained by Western Diversified Insurance Company, as Certified Finance Insurance Professional (Manager). To offer Credit Life Insurance, & Disability Insurance. Along with Financing the Automobile/Truck, Vans, offering aftermarket products such as Alarms, Insurance Warranty. Auto Dealership Sales: (Salesperson) 1993-2000, return in 2016-2018: Conducting cold calls leads & TV, magazine leads, Newspapers advertising to set appointment and sale the product Cars/Trucks/ Vans. Previous Position Held: Illinois Academy trained Certified Police Office' for City of Blue Island. 1991-99. Illinois Residential Mortgage Broker 1999-2010 adverting-Leads, set appointments, then closing. Previous Position Held and Training: Illinois Law Enforcement Academy 80 hours-Certified training1980 Security Officer. Then Special Operation Academy Certified Arm Security-1987 Additional Insurance Training: Member of NASE:(National Association of Self Employment). CSE (Certified Sales Executive Program) by SMEI to earn Designation in Insurance, currently enrolled in 2025. Member Finance Insurance Professional (AFIP). Member FOP. I Authorized to work in the US for any employer
Overview
11
11
years of professional experience
6
6
Certification
4
4
years of post-secondary education
Work History
Finance Insurance Professional
MCC FINANCIAL SERVICE INC
01.2018 - Current
- {Life & Health}. Sales Traditional Whole Life insurance, & Final Expense Senior, (IUL) Index Universal Life Insurance, Fixed Annuity, Index Annuity, Universal Life Insurance, Whole life.
- Term (ROP) Return Of Premium Insurance, Disability Income Insurance,& Individual. & Group.
Whole Life Insurance-Special Need Children & Babies.
Health Insurance- Medicare Supplement (Dental Vision, Hearing), Medicare (Medigap).
Currently AHIP Medicare Training Certificate 2026.
Finance Insurance Professional
MCC FINANCIAL SERVICE IN
01.2015 - Current
Certificate of Completion Annuity/Fixed Annuity
Certificate of Completion -WebCE -2 Annuity & Index
Annuity. 2025-26
Certificate of Completion-Fixed Annuity-2025.
ACEABLE Course Completion Certificate-Applying
Insurance Concepts 2025
Real Estate Institute/ACEABLE Certificate-Medicare
Supplement (Medigap). 2026
ACEABLE Course of Completion-Index Universal
LIfe 2026.
Allianz Life Training Course-Index Universal life Insurance, Index Annuity 2026.
.
- Resolved problems, improved operations, and provided exceptional service.
- Completed paperwork, recognizing discrepancies, and promptly addressing for resolution.
- Goal-oriented professional with proven success in applying analytical skills to solve complex problems and overcome challenges. Dedicated to enhancing team performance and driving business success.
Education
Academic-Diploma - High School
Morgan Park High School
Chicago, IL 09.1973 - 06.1977
Skills
- Client relationship development
- Automotive financing and insurance
- Finance Loan Professional-Office Mortgage Industry
- Delegation
- Underwriting
- Communication skills
- Negotiation
- Insurance agencies
- Account management
- CRM software
- Customer relationship building
- Typing
- Small insurance brokerages experience
- Zoom
- Written communication
- Expanding credit analysis tools
- Interpersonal communication
- Dealership experience
- Health insurance
- Insurance Sales- Finance Insurance Professional
- Insurance sales
- Consultative selling
- Health insurance sales
- Mortgage Loan sales/ Auto/Finance Auto, Insurance/Insurance Finance Professional
- Outbound sales
- Loan processing/ Mortgage Broker
- Organizational skills
- Telemarketing
- Talent career development
- Customer service
- Large insurance company experience
- Scripting
- Sales experience within healthcare
- Computer skills
- Customer communication
- Sales
- Salesforce
- Cold Calling
- Post-sales client support
- Productivity software
Affiliations
- Internet Radio Station-WHPNN RADIO NETWORK
- Association of Finance Insurance Professional- (AFIP) 1996.
- (NAAIA)-National African American Insurance Assoc
Certification
- Life & Health Insurance License
- Driver's License
- Financial Services Certificate
- Insurance Product Index Universal Life Certificate
- Health Insurance (Medicare Supplement -Certificate
- Accident & Health Insurance Products.
Languages
English
Timeline
Finance Insurance Professional
MCC FINANCIAL SERVICE INC
01.2018 - Current
Finance Insurance Professional
MCC FINANCIAL SERVICE IN
01.2015 - Current
Academic-Diploma - High School
Morgan Park High School
09.1973 - 06.1977
NASE-National Associate Of Self Employment
They host events like Farmer's, Senior's groups,. As a member they have ad News paper you can place ads not free. Good information on Insurance industry Carriers, organization that offer Insurance seminar, or looking for Insurance Professional to speak at their events. So much more