Havis Bardouille

Experience

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  Lesley University

  May 1993 - Feb 1996

  Human Resources Assistant

  Assisted recruiters with the recruiting process. Answered, screened and routed telephone calls. Produced the weekly career opportunities bulletin.

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  Massachusetts Institute of Technology (MIT)

  Feb 1996 - Jun 1997

  Research Staff-Program Specialist

  Provided academic support, career, personal and educational advising in addition to client advocacy to program participants of the MIT Educational talent Search Program, a federally funded outreach program.

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  Evergreen Investments

  Jun 1997 - Nov 1998

  Investor Services Representative

  Provided timely and accurate financial information to shareholders and brokers including, but not limited to telephone exchanges, maintenance and literature request. Resolved routine calls issues by using experience and technical knowledge.

• 

  Sun Life Financial

  Nov 1998 - Oct 2002

  Internal Wholesaler

  Worked in partnership with two External Wholesalers, Regional Vice Presidents (RVP) in the implementation of two territories, New Jersey and Pennsylvania. Spent 75 - 80 % of time making outbound calls to to brokers in a Bank Distribution Channel promoting fixed, variable and indexed annuities.

• 

  Upromise

  Oct 2003 - May 2005

  Financial Services Representative

  Provided customer support to Upromise members during all phases of the customer life cycle. Responded to customer inquries for information about 529 College Savings Plans and provide problem resolution as appropriate in a timely manner.

• 

  Genworth Financial

  May 2005 - May 2006

  Internal Wholesaler

  Worked in partnership with External Wholesaler Regional Vice President (RVP) in the New England Territory. Spent 75 - 80% of time making outbound calls to brokers in an Independent Broker/Dealer channel promoting fixed and variable annuities. Follow-up with reps after RVP visit to close sale.

• 

  Vantage Insurance Services

  Jun 2006 - Sept 2006

  Internal Wholesaler

  Worked in partnership with External Wholesaler Regional Vice President (RVP) in the Mid West Territory, IL, WI, IA & MN . Spent 75 - 80% of time making outbound calls to brokers promoting variable annuities. Follow-up with reps after RVP visit to close sales.

• 

  Bankers Life

  Jan 2007 - Mar 2016

  Unit Field Trainer

  Proficient in the marketing and sales of Life, Health & Annuity insurance products including Retirement Income Planning, Mortgage Protection & Debt Elimination.

• 

  American Classic Agency

  Apr 2016 - now

  We are here to serve as Agents Of Change for families - in helping them to protect income, eliminate debt and create financial legacies Income Protection, Debt Elimination & Legacy Creation! Insurance sales including Life, Health , Annuities, Retirement Income Planning & Mortgage Protection & Debt Elimination.

  • Agency Marketing Director

    Feb 2024 - now

  • Deputy Agency Marketing Director

    Apr 2016 - Feb 2024

  • Provisional Agency Marketing Producer

    Apr 2020 - Oct 2020

  • District Sales Manager

    Oct 2018 - May 2020

  • Sales Manager

    Apr 2016 - Apr 2020