1. RaymondL.McLaughlin,ChFC,FLMI
1651 Falling Leaf Ln, Galloway OH 43119 Ph: 614-738-6898 mclaugr1@yahoo.com
Objective I am an accomplished financial service and sales professional that has excellent
leadership and relationship building skills. Experience includes life insurance,
annuity, retirement plans, mutual fund sales and seeking a position as a
customer services where I can apply my knowledge of the financial services
field. I have excellent phone and customer service skills and have been
professionally trained and can make an immediate impact to your company.
Education &
Licenses
Experience
Financial Management B.S, Cum Laude, from Franklin University, Columbus OH
Series 6, 7, 24, 63, Life and Health Licensed
Tailored Management, Grandview OH
July 2014-Present, Human Resource On-Site Manager
Tailored Management provides staffing solutions for businesses
• Collaborate as relationship manager between agents and Garden City
Group which provides class action lawsuit support to companies
• Manage agency staff according to company policies, employment laws
and ensure relevant human resource procedures were followed
• Provide training and coaching as necessary with agents
Grange Life Insurance, Columbus OH
January 2014-June 2014, Internal Life Sales Specialist
Grange Provides traditional life insurance products for clients in 10 states
• Partner with independent p&c agencies for life insurance production
• Case design provided on Key Person, Executive Bonus and Buy/Sells
• Average of 50 phone calls per day, proactive and reactive
• Strategize with external life sales specialist to exceed sales goals
• Follow cases from submission to issue
Nationwide Insurance and Financial Services, Columbus OH
October 2009 – November 2013, Communications Compliance Specialist
Nationwide provides insurance and investment products nationally
• Review agent marketing materials for over 2000 variable licensed
agents, including websites, mutual fund, annuity, and doing business as
• Provide guidance with attorney, marketing teams and project teams to
insure compliance standards met on new Indexed Universal Life Product
• Submitted advertising and sales literature materials to FINRA for review
• Average review time was 1 day with 200 documents reviewed per week
• Analyzed and approved bank and retirement plans marketing materials
• Expert knowledge of all financial product lines of business was a must
Express Scripts (formerly Medco), Dublin OH
June 2009-October 2009, Prescription Benefit Specialist
Medco supplies mail-order prescriptions at discounted rates
• Make proactive phone calls to existing clients for savings opportunities
• Provide highest customer service to ensure accurate delivery
MetLife Securities, Dublin OH
October 2008-June 2009, Financial Services Representative
MetLife provides full-service financial products for clients internationally

2. RaymondL.McLaughlin,FLMI,ChFC
• Develop financial plans with clientele to achieve financial goals
• Gave Social Security presentations to attendees
• Generate gross dealer concessions for company
McLaughlin Financial Solutions, LLC, Galloway OH
April 2008-October 2008, Personal Financial Consultant
• Prospect and assist clientele to achieve their financial goals
• Business Killer workshops to small business owners
Nationwide Insurance, Allied/Nationwide Financial Network, Dublin OH
March 2006–April 2008, Financial Sales Field Manager
• Build and maintain relationships with independent property and casualty
agents in NC, VA, TN, MI, IN, PA and OH
• Achieved 157% of financial sales goals in 2006 and 197% in 2007
• Recruited and appointed over 70 agencies during tenure.
Nationwide Insurance, Nationwide Training Organization, Lewis Center OH
June 2004-March 2006, Financial Services Industry Trainer
• Develop and deliver presentations to financial representatives from
basic to advanced financial concepts
• Product presentations were on mutual fund, annuities and life insurance
Nationwide Insurance and Financial, Agency Financial Sales, Dublin OH
Dec 1999-June 2004, Sr. Regional Internal Marketing Manager, NC, SC
• Sales support provided to Nationwide Insurance agents
• Assist in recruiting and training over 35 full-time Financial Associates
• Partnered with external wholesaler to exceed sales goals 3 times
Nationwide Financial, Broker/Dealer, Variable Life Sales, Columbus OH
June 1998-December 1999, Regional Internal Marketing Manager, wholesaler
• Drive sales of variable life products with brokers from New York/Long Island
• Responsible for making proactive sales and reactive calls nationally
Nationwide Insurance, Life Insurance Customer Service Area, Columbus OH
June 1996-June 1998, Traditional Life Customer Service Analyst
• Assist policyholders & agents in DE, MD and DC on life insurance inquiries
Nationwide Financial, Variable Life Underwriting Team, Columbus OH
June 1994-June 1996, Variable Life Underwriting Technician
• Work with underwriter to order and compile medical information
• Complete requests for 1035 exchanges and medical records
• Provide brokers with underwriting status nationally
Nationwide Insurance, Life Insurance Taxation Team, Columbus OH
August 1986-June 1994, Traditional Life Tax Calculations Analyst
• Evaluated traditional life contracts to determine if a taxable gain occurred
Recognition Validation of personal production through MetLife Securities, March 2009
Operational Excellence Award in July 2004, November 2005, March 2006

3. RaymondL.McLaughlin,FLMI,ChFC
AFS Conference Qualifier/Leadership Award Recipient for 2000 and 2002