Michael Simpson is an independent insurance agent with over 10 years of B2B relationship-building experience and a proven track record of sales success, including $5M in annuity sales. He has held various roles in marketing and sales management, notably achieving 'agent of the year' in 2006. His strong interpersonal skills and ability to mentor others contribute to his effectiveness in client relations and meeting financial goals.

1. MICHAEL SIMPSON
Parrish, FL 34219
(727) 709-6303
michael@maturmarketconcepts.com
https://www.linkedin.com/in/michael-simpson-8091b31b
SUMMARY
B2B relationship builder - Independent insurance agent - Sales
Results-driven sales and management professional with 10+ years of proven experience. Warm, orderly and conscientious,
focus energy on ensuringthe welfare of others. Always curious aboutpeople, highly observantand quick to make other feel
at ease. Highly developed work ethic, takes commitments and obligations seriously. Follows through and able to motivate
others. Serves people and goals,strives to maintain harmony in the environment. Communication style is straightforward
yet diplomatic. Accountable and prevents the misuse of resources.
HIGHLIGHTS
 Multi-million dollar producer of annuities and life insurance and recipient of national sales awards.
 Built a new client base and awarded "Agent of the Year" in 2006 for achievement.
 Closed $5M in annuity sales and $47,000 in target premium within 10 Months while mentoring a new financial
representative.
TESTIMONIAL
"Michael was a valuable asset for our company. He deals well with the details and works with the clients to provide various
products to meet their needs. He was always accountable and prevented the misuse of resources. Michael has the ability to
mentor and motivate others to achieve their personal and financial goals. His perseverance seemed to be key to his success.
It was a pleasure to have him on our team."
Rick Andersen, President, Legacy Insurance Services, Inc.
EXPERIENCE
AIG FINANCIAL SERVICES
Director of Marketing • Tampa, FL Mar 2015 – Jan 2016
AIG Financial Services employs over 65,000 colleagues who work together every day to make a difference around the world.
Their employees exemplify the values of diversity, inclusion, and global citizenship. AIG offers world-class opportunities in
insurance, investments and works with a variety of industries.
 Developed individual marketingplans with advisors,includingofficeand field implementation. Facilitated field training
for agents on Life and Annuity products as well as presenting and closing techniques.
 Closed $5M in annuity sales and $47,000 in target premium within 10 Months while mentoring a new financial
representative.
 Developed relationships with many individuals, helping them achieve their financial goals.
CAVALIER ASSOCIATES
Independent National Sales Manager • Westlake Village, CA Dec 2013 – Mar 2015
Cavalier Associates has catered to the upscaleinsuranceprofessional, and strives to be an exceptional resource to those in
the insurance brokerage community who seek the best product, sales support and underwriting process.
 Grew carrier distribution through wholesale partners and direct agent relationships.
 Secured new member firms, increasing production and fees by 25%.
 Cultivated numerous relationships that created potential sales.
 Monitored clients needs, made recommendations as appropriate.

2. LEGACY INSURANCE SERVICES
Independent National Sales Distributor • Omaha, NE May 2009 – Dec 2013
Legacy specializes in personal lines insurancewith our products sold through independent insuranceagents in the Western
United States. Legacy is a general agency in the broadest sense, as we develop, market, underwrite, issue, and s ervice
personal automobile liability and physical damage policies.
 Recruited and distributed a proprietary life insurance product through independent agents and national marketing
firms. Reviewed and approved all back office documents of new business and contracts.
 Grew a scratch distribution to over $30M Life Premium in under three years.
 Marketed various insurance products to clients to meet their needs.
SELF EMPLOYED
Independent Agent • Parrish, FL Jan 2008 – May 2009
Executed marketing, clientrelations,and pointof sales of lifeand annuities for a variety of products.Explored and expanded
markets.
 Closed $2.7M in annuity sales and $28K in Target Premiums
 Learned new product features and marketing techniques.
AIG AMERICAN GENERAL LIFE AND ACCIDENT
Mature Market Specialist • Tampa, FL Feb 2006 – Jan 2008
AIG is a leading global insurance agency.
 Performed marketing, managed client relations, and point of sales of life and annuities. Trained other agents.
 Built a new client base and awarded "Agent of the Year" in 2006 for achieving the most moved money.
US Armed Forces
Surgical Assistant, Army 1982 – 1985
Airman E-5, Air Force 1985 – 1992
EDUCATION
St. Petersburg Junior College
Approximately 60 credit hours Business Studies
LICENSES
 State of Florida: Life, Health, Variable Annuity FL 215 License (Former Series 6 License) Current
SKILLS
 Excellent verbal and written communications skills
 Relationship builder, negotiator, mentor and problem solver
 Detail oriented, organized and master at sequencing tasks
 Proficient using MS office Word Excel PowerPoint Outlook Twitter Facebook Google Yelp and LinkedIn