Timothy J. Ehrler
Dallas
Overview
20
20
years of professional experience
1987
1987
years of post-secondary education
Work History
Insurance Wholesaler
Borden Hamman Insurance Marketing
Dallas
01.2019 - Current
- I work with the producers of the agency, and their clients, to provide them with solutions for Life Insurance, Long Term Care, Disability Income Insurance, and Fixed/Income Annuities.
- My specific job duties include:
- Outbound calling producers to recruit new producers, provide sales ideas, and generate new cases.
- Create case design.
- Assist advisors at point of sale.
- Entering applications for advisors and their clients.
- Assisting with ALL service work as required by the agency.
- I was the top revenue producing wholesaler for the company in 2020, 2022, & 2023.
Inside Sales Agent (Remote)
PCI, Inc.
Dallas
04.2018 - 12.2018
- Current duties include:
- Receive in bound and make out bound phone calls.
- Update client information for new publications/directories and makes sales of the publication and additional merchandise.
- Gold Award for Service Excellence-2nd quarter for maintaining a high level of survey scores.
- Directors Club-revenue production award for 2nd quarter 2018.
- I worked this job while I was serving a one year non-compete from Titan Brokerage
Sales Manager
Titan Brokerage Services
Farmington
11.2014 - 11.2017
- I worked with captive and independent advisors and assist them in navigating the world of insurance brokerage.
- I assisted them with the following financial products: life insurance, disability income insurance, long term care insurance, fixed and indexed annuities, and voluntary group benefit plans.
- My specific job duties include:
- Cold calling and prospecting for new advisors.
- Convince advisors to get registered and provide on-boarding support.
- Provide sales ideas designed to generate live cases.
- Provide all pre-sale and underwriting support.
- Application assistance and phone point of sale support.
- Case management and carrier appointments.
- This role was a W-2 position and I work 100% from my home office.
External Wholesaler
Four Seasons Financial Group
Marlton
01.2014 - 10.2014
- I assisted captive bank channel advisors navigate the world of insurance brokerage.
- I worked primarily with representatives of Citizen’s Bank, Cetera, and Essex National Securities.
- I provided them assistance with the following financial products: life insurance, disability income insurance, long term care insurance, and fixed and indexed annuities.
- My specific job duties included:
- Group presentations.
- Individual appointments with advisors.
- Point of sale meetings with clients and advisors.
- This role was as a W-2 employee.
- It was 80% travel in New York, New Jersey, and all five New England states.
- I worked out of my home office the other 20% of the time.
Sales Manager-National Accounts
Crump Life Insurance Services
Farmington
09.2009 - 01.2014
- I worked with captive agents as part of a sponsored marketing agreement with their firm.
- I worked on the New York Life team for my first year.
- I was then promoted to lead the John Hancock Financial Network team when that account was signed up.
- I assisted them with the following financial products: life insurance, disability income insurance, long- term care insurance, fixed and indexed annuities.
- My specific job duties included:
- Visiting agencies and performing group presentations.
- Making outbound phone calls to generate sales.
- Processing pre-sale case design requests and other pre-sale activities.
- This role was as a W-2 Employee and I worked out of the Farmington CT office for the entire duration of my employment.
- I was traveling on business 25% of the time, and the other 75% was in the office.
- Accomplishments-
- 2010-President's Club-I was the top revenue producer on the New York Life team in my first year in the sales manager role.
- 2011-Presidents Club Circle of Excellence-led national accounts in balanced performance for the entire company.
- 2012- Presidents Club Circle of Excellence.
- 2013- Presidents Club Circle of Excellence.
External Wholesaler
Protective Life Insurance Company
Birmingham
02.2008 - 01.2009
Marketing Specialist-Internal Wholesaler
The Hartford
Simsbury
09.2006 - 01.2008
Education
BSBA - Management
Barney School of Business and Public Administration-University of Hartford
West Hartford, CTTimeline
Insurance Wholesaler
Borden Hamman Insurance Marketing
01.2019 - Current
Inside Sales Agent (Remote)
PCI, Inc.
04.2018 - 12.2018
Sales Manager
Titan Brokerage Services
11.2014 - 11.2017
External Wholesaler
Four Seasons Financial Group
01.2014 - 10.2014
Sales Manager-National Accounts
Crump Life Insurance Services
09.2009 - 01.2014
External Wholesaler
Protective Life Insurance Company
02.2008 - 01.2009
Marketing Specialist-Internal Wholesaler
The Hartford
09.2006 - 01.2008
BSBA - Management
Barney School of Business and Public Administration-University of Hartford