Paul Cole has over 30 years of experience in sales, most recently working as a Regional Life Specialist helping financial advisors grow their life insurance sales. He has a track record of successfully starting new sales territories and expanding sales in existing territories across different client channels. Cole is skilled in strategic planning, relationship building, and presenting technical insurance solutions to meet client needs.

1. Paul Cole paulcolejr@sbcglobal.net
3402 West Edgewater Place  Broken Arrow, OK 74012  918-510-8523
Results-driven wholesaler with over 30 years of successful sales experience
Summary
• Exceptional communication skills; able to develop strong business relationships with
coworkers and clientele.
• Demonstrated history of starting and developing sales territories both wholesale and
retail. Track record of growing sales in an established territory.
• Strategically minded to develop product solutions for client needs.
• Remarkable interpersonal skills both in individual settings and group settings.
• History of outstanding large group presentation skills.
• Willing to travel.
Professional Experience
AIG Financial Distributors, Tulsa, OK 2013 – Present
Regional Life Specialist. Development Life Insurance Sales within the financial advisor
sales force of client partner companies. Develop technical knowledge of life insurance for
client advisors, formulate marketing strategies for financial advisors, act as liaison between
producing client advisor and underwriting/new business at AIG Life Insurance.
Insurance Designers of America, Tulsa, OK 2012 – 2013
Regional Life Specialist. Development of Life Insurance Sales within the financial advisor
sales force of client partner companies. Develop technical knowledge of life insurance for
client advisors, formulate marketing strategies for financial advisors, act as liaison between
producing client advisor and underwriting/new business of all partner firms.
Lincoln Financial Distributors, Los Angeles, CA/Tulsa, OK 2007 – 2012
Regional Life Specialist. Development Life Insurance Sales within the financial advisor
sales force of client partner companies. Develop technical knowledge of life insurance for
client advisors, formulate marketing strategies for financial advisors, act as liaison between
producing client advisor and underwriting/new business at Lincoln National Life.
• Started an expansion territory within Edward Jones market channel (3 states) with 1st
year sales 30% higher than baseline and 2nd
year sales 110% higher yoy.
• Started an expansion territory within the “Wire-House”(Merrill Lynch, Morgan
Stanley) channel (5 states) 1st
year sales tripled baseline sales.
• Started an expansion territory in an expansion channel (banking) in California
• Took over an established territory in the Wire-House” (Smith Barney) channel
increasing sales 50% in 1st
year.
Time Financial, Woodland Hills CA 2006 – 2007

2. Regional Life Specialist. Life Insurance Specialist exclusively assigned to service 11
branches of Smith Barney financial advisors in Southern California.
• Responsible for sourcing and presenting the insurance solution for advisors clients.
Including strategic development, presentation of solution to advisor, clients and
client’s CPA’s and Estate Attorneys.
• Expanded sales year over year by 35%.
Citibank NA, Laguna Hills CA 2004-2006
Regional Life Insurance Sales Manager. Managed a team of four (4) specialists who were
responsible to develop relationships with bank branch financial advisors and bankers to
promote Life Insurance sales to their respective clients.
• Developed strategic plans with platform bank management team, including
Investment Services division, Commercial Lending division, Private Banking
division, and Personal banking division to promote Life Insurance Sales system wide
within the bank’s southern California region.
Asset Marketing Systems, San Diego CA 2002 – 2004
Life and Annuity Wholesaler. Responsible to develop sales solutions for partner agents in
promoting Annuity and Life Insurance sales.
• Responsibilities included education of agents in using Life Insurance and Annuity
strategies, developing opportunities within the agents scope of current client
relationships, and marketing strategies for expanding the agents general scope of
clientele.
Merrill Lynch, Tulsa, OK 1989 – 2002
Asst Vice President and Financial Advisor.
• Started practice from zero baseline.
• Built the practice to over 65 million in assets under management.
• Served as branch liaison for mutual fund sales.
• Served as new broker mentor for 5 new start-up brokers.
Guide-One Insurance, York, NE/Tulsa, OK 1986-1989
Regional Marketing Specialist.
• Opened a new sales territory (3 states - NE, SD, ND) marketing to independent agents
for property, and casualty insurance and life insurance and fixed annuities.
• Took over an existing territory marketing to same channel as above, expanded sales
in 1st
year by 90%.

3. Education
College of Financial Planning – CFP coursework
University of Missouri – MBA, Finance
Mid-America Nazarene University – Bachelor of Arts/Science, Chemistry/Biology
Credentials
Completed CFP coursework
Series 24
Series 7
Series 65
Series 63