1. Patricia M. Borst
6403 Glynmoor Lakes Dr., Charlotte, N.C. 28277 Telephone: 704-451-9578 pmborst@hotmail.com
Current Insurance Licenses: Series 6, Series 63, Life and Health
Proficient in Microsoft Word, Power Point and Excel
Relevant Work Experience
MetLife: Life Insurance and Annuity Internal Wholesaler (Charlotte, NC) Hiring date August 2013-present
 Provide subject matter expertise of life, disability, and chronic illness insurance to financial services
professionals with intricate knowledge of Universal Life, Whole Life, Variable Universal Life and Term
products.
 Create case design strategies for more complex life insurance requirements including buy sell, executive
bonus,split dollar, ILITs, and annuity funded life.
 Create strong cross-functionalrelationships with MetLife internal departments including Advanced
Markets, Program Managers,Underwriting, Actuarial, and Case Management to increase revenue and
market share.
 Provide product training and positioning, illustration services, client engagement concepts and competitive
analysis to financial advisors.
 Utilized WinFlex software for competitive analysis.
 Strong knowledge of underwriting and reinsurance programs.
 Assigned Southeast and Texas regions with approximately 430 MetLife financial advisors.
 Partnered with two Life Regional Sales Vice Presidents to implement a business plan resulting in 2015
highest MPCG IW goal attainment and 2016 highest PAUL revenue attainment.
 Recent reassignment to the Annuity Wholesale Desk with a six week in-depth product training and selling
class focusing on Variable Annuities, Income Annuities, Deferred Annuities,and Indexed Annuities.
Xerox Corporation-(a Six Sigma Corporation) Operations Manager for Sales,5 year tenure
World’s leading enterprise for business process and digital document management services that enable customers to
focus on their core business and simplify the way things get done.
 Implemented Six Sigma business practices to measure and improve customer satisfaction,error
elimination, employee satisfaction and profitability.
 Opened up new business operations in North and South Carolina at the request of the divisional president to
expand Xerox digital document management services with full P&L, sales, production and support staffing
responsibilities with over 80 employees.
 Developed business to business sales opportunities with executive decision makers with Fortune 500
companies.
 Delivered aggressive profitable revenue growth of 30%-35% annually by establishing and expanding
products and services.
 Integrated cross-functional teams consisting of external business partners from customer organizations and
Xerox internal partners consisting of sales, product specialists,production, billing, IT and human resource
management professionals.

2.  Nationally recognized manager for the overachievement of sales and operational goals and ranked in the
top 5% for customer satisfaction.
 Attained the highest performance for recognition with President’s Club awards in 4 out 4 years of
eligibility.
Xerox Corporation, Xerox Business Service: Sales Manager-5 year tenure (Chicago, IL)
 Lead a team of outside sales professionals that called on mid-size and Fortune 500 companies to provide
innovative business solutions and services with a focus on printing, distribution, and digital technology.
 Taught account management and strategic selling skills to sales professionals to enhance client
relationships that resulted in growth of business revenue.
 Negotiated contracts with executive decision makers within financial, retail, manufacturing, medical,
governmental and educational sectors.
 Implemented human resource management practices using Performance Management Systems, balanced
workforce and diversity initiatives.
 Delivered aggressive annualsales growth with a range of 127%-138% attainment over the previous year.
 Nationally recognized top performing sales manager including #1 out of 67 managers.
 Attained the highest performance for recognition with President’s Club in 4 out of 4 years of eligibility
Xerox Corporation, Xerox Business Service: Sales Representative-3 year tenure (Houston, TX)
 Marketed business services and print solutions within an assigned geographic territory.
 Initial assignment included mostly non-billing accounts, so emphasis was placed on new account
development.
 Utilized proven strategies for new business establishment including buyer centered selling and customer
needs analysis,
 Within one year of territory assignment,attained President’s Club award for sales achievement.
Professional Training
 Completion of book 3/7 for Certified Financial Planning designation, Extensive life insurance and annuity
product training, LOMA courses,Executive Selling Skills, Six Sigma Management Training
Formal Education
 Graduate Teaching Degree/ Licensed Math and Special Ed Teacher fromthe University of North Carolina-
Charlotte
 BA in Sociology from University of Illinois-Champaign Urbana