David Irwin - Michigan

Michigan

Insurance

1-4

PROFESIONAL EXPERIENCE

D. E. Irwin Insurance Agency, PLLC 2009 - Present
Independent Health Insurance Broker/Agent
Specialize in the design, communication and administration of benefit packages and retirement plans. Consults with employee benefit administrators, school districts, non-profits, business owners, governmental managers and employees to assist them with benefit packages and retirement planning. A top producer in the sale of group and individual health insurance, annuities, life insurance and financial products.

Deluxe Financial Services, 2005 - 2009
Sales Representative and Account Executive
• Managed and executed branch level strategy to build referral source relationships within the financial institution channel for assigned branches (territory – State of Michigan).
• Educated bankers during training seminars by utilizing diverse training tools such as presentations using IT-multimedia, study groups, role play and one to one counseling sessions. Achieved goals and exceeded revenue targets every year.
• Managed a territory consisting of 50 different financial institutions and branches in Michigan by building the business check and small business services program.

Bank One Insurance Corporation, 1999 - 2004
Credit Insurance Sales Manager and Insurance Wholesaler
• Managed the insurance sales program for the Southeast and Greater Michigan retail markets with responsibility for over 250 banking centers.
• Developed and implemented a territory business plan by working with Senior Management which doubled insurance sales.
• Trained bankers on insurance products with group training sessions as well as branch visits.


EDUCATION & CREDENTIALS
• Bachelor of Science Degree, Public Affairs Management, Michigan State University
• Series 6 and 63 securities licenses through FINRA (current)
• Health, Life and Variable Annuities Insurance Licenses – Michigan, Ohio, Texas, CA (current)
• Personal Banker, Financial Adviser and Insurance classes and training