Raymond L. McLaughlin has over 30 years of experience in the financial services industry. He has held various roles such as a financial services professional, human resources specialist, life insurance wholesaler, and compliance specialist. McLaughlin has a B.S. in Financial Management and holds several financial industry licenses. He is currently a financial services professional at AXA Financial Advisors where he provides guidance to clients and prospects for financial solutions.

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 services professional that has excellent
leadership and relationship building skills. I can help support your company with
my customer service skills, ability to communicate on the phone or in person.
Education &
Licenses
Experience
Financial Management B.S, Cum Laude, from Franklin University, Columbus OH
Series 6, 7, 24, 63, Life and Health Licensed
AXA Financial Advisors, Worthington OH
August 2015-Present, Financial Services Professional
AXA is a Global Leader in financial services markets
 Provide Financial Services Guidance to clientele
 Prospect for clientele to offer them financial services solutions
Tailored Management, Grandview OH
July 2014-June 2015, Human Resource On-Site/Admin Specialist
Tailored Management provides temporary staffing solutions for companies
 Data entry of job orders with attention to detail to positions available
 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 Wholesaler
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
 Strategize with external life sales specialist to exceed sales goals
 Follow cases from submission to issue with attention to detail
 Develop, promote and give Webex presentations for life sales training
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
 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

2. RaymondL.McLaughlin, FLMI, ChFC
MetLife Securities, Dublin OH
October 2008-June 2009, Financial Services Representative
MetLife provides full-service financial products for clients internationally
 Develop financial plans with clientele to achieve financial goals
 Social Security presentations to attendees
McLaughlin Financial Solutions, LLC, Galloway OH
April 2008-October 2008, Personal Financial Consultant
 Prospect and assist clientele to achieve their financial goals
 Complete and present Financial Plans to clientele
Nationwide Insurance, Allied/Nationwide Financial Network, Dublin OH
March 2006–April 2008, Financial SalesField 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 Corporate 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
 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
 Process client requests for contract changes for term, UL and WL policies
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
 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