Theodore H. Korff
Miami,FL
Summary
Performance-driven executive financial and medical sales professional with 26 years of experience aligning systems with business requirements, policies and regulatory requirements. Sales results-oriented individual well-versed in interfacing with asset managers and advisors to drive customer results based on sound overall business judgment.
Overview
19
19
years of professional experience
Work History
Health Insurance Sales Agent
Florida Blue-Guidewell
08.2023 - Current
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Executive Director
Oppenheimer & Co. Inc.
01.2021 - 07.2021
- Prioritized and allocated valuable resources to meet business targets.
- Established new customer service and problem resolution processes to improve client satisfaction rates
- Reconnected with European customers to develop a working business model using firm's internal resources
Medical and Life Financial Advisor
AXA-Equitable
11.2019 - 05.2020
- Sold health insurance plans and products to customers
- Guided consumers through the health industry policy selection and application process as an expert for health insurance enrollments
Senior Vice-President
Tribal Capital Partners, LLC
10.2017 - 05.2018
- Developed new business in domestic and European fixed income markets including euro bonds, Yankee bonds (Tier 1 and Tier 2 issues)
- Established more than 30 client relationships in U.S. and overseas markets using firm's capital resources to maximize and to grow production substantially
- Developed new product relationships for preferred equity business
Senior Vice-President
Vining Sparks IBG, LP
08.2015 - 07.2017
- Developed new business in domestic and European fixed income markets
- Established more than 30 client relationships in U.S. and overseas markets using firm's capital resources to maximize and to grow production substantially
- Sold numerous fixed income products to clients including credit issues, mortgages, government agencies, Euro issues, preferred equity, and emerging market bonds
- Licenses: Series 7, 63
Managing Director
Aegis Capital Corp
08.2014 - 06.2015
- Created new business in domestic and European fixed income markets including euro bonds, Yankee bonds (Tier 1 and Tier 2 issues)
- Established more than 20 client relationships in U.S. and overseas markets using firm's capital resources to maximize and to grow production substantially
- Sold multiple products to clients including credit issues, mortgages, callable agencies, European credits, preferred equity, and emerging market bonds.
Managing Director
The Seaport Group
06.2013 - 06.2014
- Developed new business with major institutional clients in both U.S. and overseas markets
- Established more than 20 new client relationships using desk's allocated capital and resources
- Created new client relationships via electronic platforms in order to enhance client value and production.
Managing Director, Head of Credit Sales
Hapoalim Securities USA
08.2010 - 04.2013
- Recruited to establish and to develop credit sales desk for firm
- This was start‑up venture for Bank Hapoalim, parent entity
- Developed new business with major institutional clients in both U.S. and overseas markets
- Established more than 20 new client relationships using desk's allocated capital and resources
- Created new client relationships on electronic platforms in order to enhance client value and production
- Utilized interpersonal skills and technical analysis to conduct presentations to institutional buyers.
Executive Director, Head of Institutional Sales
Oppenheimer & Co., Inc
09.2005 - 08.2010
- Developed new business in domestic and European fixed income markets including euro issues, Yankee bonds(Tier 1 and Tier 2 issues)
- Established and serviced more than 30 client relationships in U.S. and overseas markets using firm's capital resources and on customer order base to maximize and to grow production substantially
- Earned Chairman's Council Award for sales production-2008, 2009 - ranked 9th and 8th out of 150 salespeople in 2008 & 2009 respectively
- Sold multiple products to clients including credit issues, mortgages, callable agencies, European credits, preferred equity, and emerging market paper.
Education
Bachelor of Science - Finance
Bernard Baruch College, CUNY
06.1990
Skills
- Integrity and Transparency
- Leadership and People Development
- Revenue Growth
- Investor Relations
- Self-motivated and Results Orientated
- Health Insurance Sales
- Customer Interaction
- Florida Licensed Insurance Agent
- Sales Agent
- Sales Development Advisor
- Medicare
- Sales Development Advisor
- Medical sales
- Cold calling
- Customer service
- Licensed insurance agent
Additional Information
- Professional Licenses: Series 7- Series 63; Florida 2-40 Health License
Contact
Miami, FL 33181
Education
New York, NY
Timeline
Health Insurance Sales Agent
Florida Blue-Guidewell
08.2023 - Current
Executive Director
Oppenheimer & Co. Inc.
01.2021 - 07.2021
Medical and Life Financial Advisor
AXA-Equitable
11.2019 - 05.2020
Senior Vice-President
Tribal Capital Partners, LLC
10.2017 - 05.2018
Senior Vice-President
Vining Sparks IBG, LP
08.2015 - 07.2017
Managing Director
Aegis Capital Corp
08.2014 - 06.2015
Managing Director
The Seaport Group
06.2013 - 06.2014
Managing Director, Head of Credit Sales
Hapoalim Securities USA
08.2010 - 04.2013
Executive Director, Head of Institutional Sales
Oppenheimer & Co., Inc
09.2005 - 08.2010
Bachelor of Science - Finance
Bernard Baruch College, CUNY
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