Tim Randall has over 12 years of experience in financial services with a focus on life insurance, annuities, and sales training. He has held positions at several insurance companies, most recently as a contractor providing loan servicing and as an internal wholesaler. Prior to that he worked as an account manager, insurance agent, relationship manager, and field training consultant. He has a degree in liberal arts and additional training in communications, life insurance designations, and software proficiency.

1. 201 SE 8th St 515-720-3055
Panora, IA 50216 tim.randall1973@gmail.com
Tim Randall
Summary of Qualifications
Creative professional with over 12 years of experience in the financial services industry with extensive
knowledge in lifeinsuranceand annuities as well as sales concepts and insurancecarrier operations.
Strong abilities in theareas of developing and maintainingrelationships,both internally and externally,
and issueresolution as well as a heavy emphasis on public speakingand training.
EmploymentHistory
Wells Fargo Home Mortgage – West Des Moines August 2016 – November 2016
Contractor – Loan Servicing Specialist
Brokers ClearingHouseLTD – West Des Moines, IA March 2016 – June 2016
Internal Wholesaler
 Provided sales supportto insuranceagents and financial advisors by answering product
questions,product positioningand recommendations
 Assisted with running illustrationsand complex casedesign
 Trained, educated and motivated advisorson products,riders, sales concepts, websiteresources,
and procedures
 Communicated with advisors regarding industry trends,ratechanges and regulations
 Facilitated underwritingand analyzeimpaired risk cases
 Performed policy reviews and performance evaluations to improve the client’s position
Benefit Administration for the Self-Employed – Adel, IA September 2014 – November 2015
Account Manager
 Recruited and acclimated new business partners by providingeducation and orientation relative
to the company’s benefit products,websites and sales processes
 Builtand developed relationshipswith tax professionals,attorneys and insuranceagents
 Attended tax and insuranceindustry tradeshows to educate attendees on the company’s tax-
advantaged business solutionsand cultivatenew leads
Quest Solutions – West Des Moines, IA June 2014 – August 2014
Contractor – Assigned to GuideOne Insurance Training Consultant
 Reviewed new auto insuranceproduct specifications and corporatetraininginitiatives to develop
a comprehensive trainingplan for home office employees and field agents
 Created PowerPoint presentations for each of the new products outlininglevels of coverage,
product sweet spots and new features
 Developed facilitator guides,handouts and quick reference sheets with new productinformation
for various departments
 Worked on multi-departmental team to develop training scheduleand roll out plan
Randall Financial Solutions –Panora,IA January 2014 – June 2014
Insurance Agent and Wholesaler
 Prospected new clients for lifeinsurance,annuity & long term careproduct sales
 Marketed to and met with other insuranceagents to refer business
 Completed continuingeducation and state specific producttrainingand licenses
Brokers Life Marketing Group – Panora,IA July 2013 – December 2013
Relationship Manager – Business Development
 Recruited new agents whilepartneringwith existingagent baseto help grow their business while
increasingrevenue
 Monitored new productand interest rate changes while maintainingdaily phonecontactwith
agents
 Hosted and presented information to agents and wholesalers atinternal company trainingevents

2.  Attended industry seminars and symposiums to recruitand to build relationships
 Provided industry and product training,provided sales ideas and fielded questions via liveand
web-based presentations
 Assisted agents and wholesalers with productsolutions by runninglifeinsuranceproposals and
comparingproduct features
Aviva USA – West Des Moines,IA January 2008 – July 2013
Field Training Consultant
 Fostered relationships with key distribution partners to help them recruitand train new agents
and their staff members
 Delivered web-based training via Brainshark,GoToMeeting and WebEx as well as more
traditional means likeconferences,seminars,presentations and study groups
 Utilized PowerPoint and Keynote as well as Snag-Itand Adobe Acrobat to create presentations
 Represented the company at industry conferences and agent symposiums
 Created and filed for state approvals for continuingeducation presentations and outlines as well
as administered the training program
 Performed lifeinsurancepolicy reviews and ran illustrations to compare products and features
 Traveled to visitfield agents and agencies to promote growth and offer sales solutions
 Developed curriculumand new courses for agent trainingacademy,bringingin 2000 agents
annually to develop lifeinsurancesales skills
 Attended and hosted agent dinners and receptions duringtrainingevents, both at the home
office as well as on the road
 Acted as a mentor and provided on-the-job trainingto new field trainers as they joined the team
Annuity Sales & Distribution Specialist May 2007 – December 2007
 Acted as a liaison between career agents and the annuity home officestaff
 Acclimated new agents, key distribution partners and their staff by providingeducation and
orientation relativeto the company’s products,websites and sales processes
 Communicated state approvals,productratechanges, sales contests and incentives,internal
procedure changes, sales solutions,compliancechanges and new product information to agents
and key distribution partners
 Trained new employees on systems, products, illustration softwareand website navigation
 Worked on multi-departmental team focused on eliminatingannuity processing backlog
Education
Des Moines Area Community College - Ankeny, IA January 2000 – August 2001
Associate’s Degree – Liberal Arts
Drake University – Des Moines, IA August 2001 – February 2002
Management and Marketing
Additional Training & Skills
 DaleCarnegie 12-Week Course: Effective Communications & Human Relations
 Dardis Communications Presentation & Communications Training
 Life Office Management Association (LOMA) ACS & ALMI Designations
 Proficientwith MicrosoftExcel,PowerPoint & Word
 Proficientwith social media includingFacebook,Instagram,LinkedIn,Twitter & YouTube
CommunityService
 Panora Retirement Home Board of Trustees – Vice-President
 St Thomas Lutheran Church – Sunday School Director
 Panora PETS – Board Member and Cat Foster
 Panora Lions Club President