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JEFFERY CARL McKAY 314.724.1186 jmbe6ac4@westpost.


ELOPMENT ACCOUNT MANAGEMENTForward thinker with an entrepreneurial spirit and a
sense of urgency to capture market opportunities. Proven results in marketing,
client relationship management, process improvement and sales-in B2B and B2C env
ironments. Expert rapport builder; adept at building "trusted partner" relations
hips based on professionalism, personal integrity and trust. Attentive listener;
effective in asking probing questions to uncover the client's real needs and fu
ture opportunities. Relaxed, confident communicator and presenter.Organized, mul
tifaceted planner. Fearless cold caller; strong closer. Resourceful and creative
complex problem solver with keen analytical skills; always prepared with option
s, alternatives and novel ideas. Proficient in MS Office. Results-focused, tenac
ious performer with a passion for shared success.>>
Professional Experience
ecutiveParticipated in delivering comprehensive financial planning services impa
cting $90 million in assets under management. Met with prospects and clients to
determine financial needs and goals. Researched and designed custom solutions fo
cusing on wealth management, retirement planning, investments, asset allocation,
tax planning, estate planning, wealth transfer and insurance protection to fulf
ill complex needs of business owners and high-net worth individuals.Recommended
strategies and products aligned with clients' risk tolerance and financial goals
. Sold life and long-term care insurance. Opened investment accounts and oversaw
quarterly performance reporting for fee-based clients. Coordinated with clients
' legal counsel to maximize financial return and minimize taxes for designated b
eneficiaries. Participated in annual client portfolio reviews.> Added in-depth i
nsurance expertise, providing clients more through, comprehensive solutions-whil
e adding new revenue. > Generated $70,000 in annual life insurance premium-on si
ngle policy purchased to partially fund pension plan.> Identified, prepared and
implemented insurance solution that increased client's wealth transfer to heirs
by $2 million and generated revenues of over $14,000.> Automated tedious quarter
ly reporting process using Oneview system; greatly improved process efficiency,
saving over 160 hours in annual processing time.
THE MARKETING ALLIANCE, INC., St. Louis, MO 2006-2008Marketing and Sales Consult
antMarketed the benefits of membership in consortium providing select fixed life
and annuity products (and marketing/sales support services) to independent insu
rance brokers across the U.S. Grew volume for insurance carriers and brokers by
providing in-depth product knowledge and marketing support. Educated brokers on
case design and how to identify and choose products addressing specific niches,
sales concepts and complex underwriting/sales scenarios for advanced markets. >
Earned "trusted business partner" status from brokers and carriers for contribut
ion in growing their businesses through product sales, new agency contracts and
new agents.> Increased account penetration through strategically focused sales a
nd marketing campaigns and incentives that fueled agent sales and loyalty/retent
ion.> Shared ideas, tips and techniques for selling various types of annuities w
ith writing agents; advised on appropriate products for special applications.> W
rote monthly newsletter educating brokers and writing agents on annuities.
METLIFE, St. Louis, MO 2004-2005Internal Sales Associate/WholesalerManaged New E
ngland territory to maximize sales of advanced market/complex insurance concepts
and attract, recruit and retain top producers. Provided sales service and suppo
rt to registered representatives and wholesalers regarding life insurance produc
ts for special business applications (e.g., retirement funding, executive bonus,
key man and deferred compensation). Served as primary point of contact between
broker dealers and a contract sales force targeting the wholesale market. > Deve
loped the Eastern FL, UT and NV markets. Led the nation with New England sales r
esults, 2005. > Actively prospected and cold called to introduce new products an
d initiate relationships; followed up with concerted email and direct mail marke
ting campaigns to keep the conversation fresh and alive.
ancial AdvisorDelivered comprehensive financial planning services, investment pr
oducts and insurance to the general public via two retail branch locations. Educ
ated clients on investment options and alternatives, retirement and estate plann
ing, life insurance and tax issues. Enlisted personal bankers, loan officers and
tellers as referral partners to maximize value for the client while generating
income for the bank.
JEFFERY MCKAY AND ASSOCIATES, St. Louis, MO 1993-2001Financial Advisor and Indep
endent Insurance AgentSold investment and insurance products (securities, mutual
funds, retirement plans and annuities; life, disability, long-term care, indivi
dual/group health and group benefits policies). Prepared financial plans for ind
ividuals, families and businesses. Worked under the aegis of Franklin Financial
Services Corporation and Franklin Life Insurance Company. Represented numerous i
nsurers on individual business lines and major health insurers including Blue Cr
oss Blue Shield, GHP and United Healthcare. > Built a thriving business from zer
o to 90 clients and $18 million in assets under management.> Leveraged relations
hips with satisfied customers and referral partners to grow the business. Often
contributed specialized expertise to complement services provided by other advis
ors to their clients.> Consistently met revenue and production goals. > Excelled
in all phases of the sales cycle including prospecting, approaching, interviewi
ng and closing, as acknowledged by Franklin's "Million Dollar Conference" and "$
200 Million" Awards.
sultantHeld progressive assignments including Financial Services Counselor, Fina
ncial Services Supervisor and Assistant Branch Manager, culminating in sales of
investment products to the general public. > Achieved highest branch sales effec
tiveness ratio for cross selling, sales, peak performance and customer service.
> Earned perfect scores on branch and telephone mystery shops.>>
Professional Training & Education
CFP(r) (Certified Financial Planner), American College, Bryn Mawr, PA, since 200
FINRA Series 7, 66 and 63 Licenses Missouri Licensed Life, Accident and Health
Insurance Agent
A.S., Business Administration, St. Louis Community College, Kirkwood, MO