Highly motivated, intelligent Life Insurance/Financial Services specialist. B2B and B2C experience in both fields. I enjoy motivating other agents/financial advisors to mine for additional business within their book of existing clients. Very passionate about the correct and most ethical way to provide life insurance and retirement planning ideas. I have great ideas for how to simplify the daunting task of increasing life insurance sales to existing clients of FAs and/or PC agents who tend to avoid it; simplifying is the key.

1. Kristin Kortge Tatyrek
3731 Wild Rose Loop, West Linn, OR 97068. (503)970-5747, kkt123@comcast.net
SUMMARY:
Drawing upon my extensive sales, relationship-building and new business development skills I am in search of a long term
career opportunity with strong potential for growth that will challenge and utilize my proven success in marketing,
negotiating, problem-solving and closing in the Life Insurance and Financial Services arenas.
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EXPERIENCE:
The Prudential Insurance Company of America, West Linn, OR
Regional Marketing Specialist 9/2014 – 3/2016
• Locate & approach Financial Advisors in Oregon and SW Washington with Edward Jones & Wells Fargo.
• Secure Face to Face appointments with Financial Advisors directly through the FA or through their BOA.
• Discuss Life Insurance sales potential within the Financial Advisor’s existing book of clients by going through
existing clients with the advisor.
• Encourage Financial Advisors to incorporate Life Insurance Sales in to their practice from the beginning with
new clients and developed outgoing call plans to make sure existing clients know their FA can be a resource for
Life Insurance; because about 90% of the time the existing clients do not know their FA can write Life Insurance.
• Overcome the existing resistance most Financial Advisors have to meeting with Life Insurance wholesalers.
• Hired as one of only 15 people across the nation with this job responsibility.
New York Life Insurance Company, Portland, OR
Agent/Registered Representative 4/2011 – 9/2014
• Solely responsible for creating a pipeline of clients through warm and cold calling to individuals who might have
the need for Life Insurance, Disability Insurance, 401K Rollovers, 529 Plans, Mutual Fund Investing and Long
Term Care Insurance.
• Explained the differences between Whole Life Insurance, Term Life Insurance, Universal Life Insurance, Variable
Universal Life Insurance; as well as combinations of the above when appropriate.
• Achieved Executive Council during my 1st
year; which is expected after 3 years of NYL employment
Johnson Benefit Planning, West Linn, OR
Account Manager 4/2009 – 4/2011
• Maintained communication between existing group clients and new prospective group clients.
• Acquired quotes from all 9 carriers in Oregon and presented the group decision maker with the options, costs,
features, benefits and differences between the quotes to help them decide which carrier was the best option for
their group health/dental insurance coverage.
GN Mortgage, Lake Oswego, OR
Area Manager 7/1996-11-2007
• Developed my whole territory solely though my efforts of cold calling by phone and in person, to Mortgage Brokers
in Oregon, Montana and Washington.

2. • Educated Brokerage Owners about the benefits of choosing GN Mortgage for their underwriting and funding of
their Residential Real Estate Mortgage Loans by spending time with them looking at application packages and
determining the best program based on underwriting and pricing.
• Gained proficiency in underwriting guidelines, program features/benefits and rate/rebate pricing.
• Created and distributed in person all of my own complex marketing materials for producers which included
underwriting guidelines and pricing.
• Frequently hosted group presentations to Brokerage Owners and Loan Officers to pitch myself and GN Mortgage as
the best choice for their underwriting and funding.
• Created and managed my own pipeline which consisted of Conventional (Fannie Mae & Freddie Mac) loans, FHA
loans, VA loans, Subprime loans and Niche Loans for borrowers who didn’t meet Fannie/Freddie guidelines. These
“niche” loans required a great deal of coaching between the loan officer and myself because there were very
specific items that should be included in the file as well as very specific items that should not be included in the file.
• Acted as the (very essential) contact point between my team at GN and my Brokers.
• President’s Club member.
Bank of America, Portland, OR
Financial Services Officer 6/1995 – 7/1996
• Responsible for all Real Estate Loan transactions in the branch as well as consumer loans and consumer/business
accounts.
• Met the annual Real Estate Lending goal for my branch in 5 months.
First Union Mortgage Lenders, Portland, OR
Residential Mortgage Loan Officer 5/1994 – 6/1995
• Created all of my own relationships with Realtors, Family, Friends, etc. in an effort to receive referrals to be a
resource for Residential Real Estate Mortgage Loans.
• Cold-called Realtors in the area in an effort to build trust so they would allow me to originate the when they had a
non-cash residential real estate buyer.
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EDUCATION:
University of Oregon graduate in Eugene, OR. Major: BA in Asian Studies/Japanese with Business/Marketing
Minor. Received my diploma from The Dalles High School in The Dalles, OR.
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LICENSING:
• Life Insurance Sales License
• Health Insurance Sales License
• Securities Series 6 License
• Securities Series 63 License