
Michael Drake - PHIAS® CMIP®
Infantry Squad Leader

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About me
“We Help You Navigate Healthcare” US Army Veteran
Education

Kaplan University
2004 - 2005Certificate in Financial Planning Financial Planning, Estate Planning, Liability Risk ManagementActivities 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 1987Infantry Squad Leader
Farmers Insurance
Oct 1987 - Jan 1994Agency OwnerAwards- “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 2001Agency OwnerEstate 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 2006Regional Sales ManagerMarket 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 - nowPresident
Liberty Mutual Insurance
Jan 2006 - Jan 2008Regional Sales DirectorLife & 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 2010Financial AdvisorFinancial 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 2014Senior Sales RepresentativeFocused 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 2020Regional Sales Manager
Regence BlueShield
May 2020 - Jul 2021Regional Sales ExecutiveWA 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 2023Regional Sales ManagerResponsible 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®)
AHIPMay 2023
California department of insurance
California Department of InsuranceAug 1988
Series 7, 6, 65, 63, 24, and 51
FINRAJul 1995
Property, Casualty, Life, and Disabilty
Washington State Office of the Insurance CommissionerAug 1995
Volunteer Experience
Outreach/Volunteer
Issued by Food Banks, Homeless Shelters, Low Income Housing on Jan 2008
Associated with Michael Drake - PHIAS® CMIP®
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