Michael Drake - PHIAS® CMIP®

Michael Drake - PHIAS® CMIP®

Infantry Squad Leader

Followers of Michael Drake - PHIAS® CMIP®3000 followers
location of Michael Drake - PHIAS® CMIP®Mercer Island, Washington, United States

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  • Timeline

  • About me

    “We Help You Navigate Healthcare” US Army Veteran

  • Education

    • Kaplan University

      2004 - 2005
      Certificate in Financial Planning Financial Planning, Estate Planning, Liability Risk Management

      Activities and Societies: International Association of Registered Financial Consultants. American Legion *Formerly Registered FINRA Series 7, 66, 24, 51, 6, 63*Insurance Licensed: Property, Casualty, Life, Disabilty, & Variable*AHIP 2010 -Present*Washington Real Estate License

  • Experience

    • US Army

      Aug 1983 - Aug 1987
      Infantry Squad Leader
    • Farmers Insurance

      Oct 1987 - Jan 1994
      Agency Owner

      Awards- “Run To Daylight(Subsidy Program), ‘Top Rookie Agent’, ‘Top Life & Annuity Sales-Fresno District, Blue Vase, Blue Max, Toppers Commercial Rookie of the Year. Gun Slinger Life - Top Agent

    • NW Senior Strategies Inc/Drake Insurance

      Jan 1994 - Jan 2001
      Agency Owner

      Estate Planning, Long-TermCare, & Financial ServicesMillion Dollar Round Table 5x Certified Estate Planner Registered Financial Consultant AMERUS, PTNA, CNA, GE Financial, Hartford, London Pacific Life & Annuity & Jefferson Pilot Top Producer

    • Allstate

      Jan 2001 - Jan 2006
      Regional Sales Manager

      Market Business Consultant responsible for 55 Agency Principals and 35 Financial Service Specialists with annualized premiums in excess of $250 million, approximately 20% of Allstate Insurance Companies premium base for Western Washington’s Regional Office.My chief responsibilities and duties were as follows: Worked with agents and financial specialists to help achieve Allstate’s business objectives-including profitable P&C and Financial Services growth as well as increased market share with in an assigned market.Recruit and retain agents and financial specialists, as well as act as the primary point of contact for Allstate information, services, marketing initiatives, as well as compliance issues.Create, implement, execute, and monitor sales and marketing strategies for both P&C growth and financial services.Designated Supervisory Principal for agents and financial specialists who are 7, 6, and 63 licensed Show less

    • Drake Financial & Insurance Services

      Jan 2005 - now
      President
    • Liberty Mutual Insurance

      Jan 2006 - Jan 2008
      Regional Sales Director

      Life & Annuity - Regional Sales Director/Bank Channel Wholesaler - Utah, Colorado, Oregon, Washington, Wyoming, Idaho, Alaska, Montana. Key Partners- WellsFargo, WAMU, Countrywide, Bank of America, Merrill Lynch. Chief responsibilities and duties were as follows: motivate, teach, train, and assist bank platform financial consultants, licensed employee bank representatives, and private bankers to sale our wealth transfer products & achieve sales targets/goals . Help review business, expedite processing, and conduct training for 8 states, and three primary relationships (Key Private Bank Services, Wells Fargo, Countrywide Financial, and Washington Mutual. Additionally, act as a Registered Principal when needed. Show less

    • JPMorgan Chase & Co.

      Jan 2008 - Jan 2010
      Financial Advisor

      Financial Advisor Series 7, 6, 63, 65, 24, 53 Registered Financial ConsultantWorked as a financial advisor/registered rep, selling stocks, bonds, mutual funds, wrap accounts, variable/indexed/fixed annuities, variable/universal/whole life, and disability/long-term care to bank customers/bank referrals. I covered three bank branches located in Mt. Vernon, Stanwood, and Burlington. Averaged $30k in GDC per month as well as managing $51 million of assets under management.

    • Molina Healthcare

      Jan 2010 - Jan 2014
      Senior Sales Representative

      Focused approach on serving those who have Medicare and Medicaid/Medicare (Dual Eligible). Improving access to quality health care for the financially vulnerable, seniors and people with disabilities (SSDI). Meeting or exceeding monthly sales goals for an assigned territory through the development and implementation of a strategic sales plan.

    • Wellpoint

      Jan 2014 - May 2020
      Regional Sales Manager
    • Regence BlueShield

      May 2020 - Jul 2021
      Regional Sales Executive

      WA Broker Sales Executive for WA MedicareAdvantage and Medigap Medicare Sales. Responsible for daily face to face agent/broker sales calls, coordinates, develops, & implements sales strategies with national/regional partners/agencies/agents, & community stakeholders to increase senior, and specialty sales in the assigned territory. Works with Sales Directors and RVP to deepen marketing and growth opportunities & partnerships with partner carrier leadership, by conducting weekly/monthly agent/broker training seminars, assisting agents in the development of marketing plans & lead acquisition. Identifying, collaborating, coordinating, & implementing grass roots & call blitz opportunities for broker partners within the territory to generate leads & achieve sales goals. Building & maintaining relationships with contracted FQHCs, medical providers/clinics, food banks, senior housing/organizations, & community leaders & stakeholders. Show less

    • Centene Corporation

      Sept 2021 - May 2023
      Regional Sales Manager

      Responsible for daily face to face agent/broker sales calls, coordinates, develops, & implements sales strategies with national/regional partners/agencies/agents, & community stakeholders to increase senior, and specialty sales in the assigned territory. Works with Sales Directors and RVP to deepen marketing and growth opportunities & partnerships with partner carrier leadership, by conducting weekly/monthly agent/broker training seminars, assisting agents in the development of marketing plans & lead acquisition. Identifying, collaborating, coordinating, & implementing grass roots & call blitz opportunities for broker partners within the territory to generate leads & achieve sales goals. Building & maintaining relationships with contracted FQHCs, medical providers/clinics, food banks, senior housing/senior organizations, & other community leaders & stakeholders. Show less

  • Licenses & Certifications

    • Professional, Health Insurance Advanced Studies (PHIAS®)

      AHIP
      May 2023
    • California department of insurance

      California Department of Insurance
      Aug 1988
    • Series 7, 6, 65, 63, 24, and 51

      FINRA
      Jul 1995
    • Property, Casualty, Life, and Disabilty

      Washington State Office of the Insurance Commissioner
      Aug 1995
  • Volunteer Experience

    • Outreach/Volunteer

      Issued by Food Banks, Homeless Shelters, Low Income Housing on Jan 2008
      Food Banks, Homeless Shelters, Low Income HousingAssociated with Michael Drake - PHIAS® CMIP®