Richard Morris 2595 E Honeysuckle Place

Chandler, AZ 85286

(602) 327-1188 (Cell)

(480) 507-5039 (Home)

rmorris19@q.com

SALES DEVELOPMENT • ACCOUNT MANAGEMENT • CUSTOMER SERVICE

Career Overview:

Ambitious, high performing sales professional with strong, twenty-year background, in sales, sales

management, new business development, and account management in both B2C and B2B environments.

Recipient of numerous company sales awards for consistently exceeding sales goals and forecasts.

Builds “win-win” relationships with individuals and small businesses using a consultative approach to

assess client needs then provide solutions that meet the client’s goals and objectives. Entrepreneur

experienced with the risks and rewards of business ownership, from acquisition to growth to disposition.

Areas of Strengths:

New Business Development Customer Relationships Supervision/Leadership

Client Management/Retention Public Speaking Executive Presentations

Networking Long-term Planning Problem Solving

Professional Experience

PROFUND LAS VEGAS, INC. - Chandler, AZ 2006 to Present Area Director / Senior Sales Associate for ProFund West, LLC

Prospect, qualify leads, and gain new business with persuasive presentations for the purpose of

conducting charity golf events for the non-profit sector. Guide organizational leadership in ways to better

assess potential for contributions, to communicate more effectively with donors and public, to manage

their campaigns more strategically, and in ways to better utilize their resources of time, people, and

money.

Develop and implement a business plan and timeline for each campaign.

Provide consultative assistance in the recruitment of volunteers to participate in the campaign.

Conduct training sessions for the participants in group and one-on-one settings.

Create marketing tools and participant guides to maximize participation and outcomes.

Weekly written communication to motivate participants to meet and exceed fund-raising goals.

On-going support after the event to ensure maximum collection of pledges received.

ALLSTATE INSURANCE COMPANY - Phoenix, AZ 1990 to May 2008

Owner – A Sure Foundation Insurance Agency, Inc. – Phoenix, AZ Aug. 2000 to May 2008

Exclusive agent representing Allstate Insurance Company responsible for driving profitable new business

into agency, building a foundation of superior customer service, especially at the time of greatest need;

during a claim, and creating “Peace of Mind” for clients through a lifetime of changing needs.

RICHARD MORRIS PAGE TWO

Key Accomplishments:

Built agency from initial capital investment of $40,000 to annual revenues in excess of

$300,000.

Increased agency earned premium from approximately $2 million dollars to $3.2 million

dollars.

Improved agency profitability by establishing a culture of customer service excellence and by

cross-selling additional lines of insurance.

Improved customer retention from approximately 82% to over 90%.

Decreased Loss Ratio from an average of 65% to an average of 40%

Generated an Underwriting Profit of approximately $1 million dollars for Allstate Insurance

Company.

Multiple-year National Conference and Honor Ring award recipient.

Increased value of agency from $245,000 at purchase to $875,000 upon sale of agency.

Agency Manager – Allstate Insurance Company Jan. 1996 to July 2000

Recruited and promoted to this position for the purpose of providing direction and management for as

many as 25 Allstate agents. In charge of recruiting new agents through networking, marketing, and career

fairs to meet hiring objectives. Drive new sales and profitability in the district through goal setting and

process implementation with each agency.

Implemented sales training and sales processes for agency support staff.

Ability to educate and train agents and staff in group settings and one-on-one.

Organize and conduct sales meetings within the District.

Met or exceeded regional sales goals and expectations.

Provided appropriate written job performance reviews, at a minimum, annually.

Dedicated team player supporting regional and company-wide objectives.

Employee Agent – Allstate Insurance Company Tucson, AZ Sept. 1990 to Jan. 1996

Started and built a new agency from scratch to over 1300 policies in force. Rapidly grew agency by

establishing processes for cold calling, networking, direct mail, and door to door marketing. Hired and

managed telemarketers to supply qualified leads to agency. Tenacious lead follow through, adept at

preparing written proposals, and confident in face-to-face sales presentations.

Education

Bachelor of Science, Business Administration • University of Arizona – Tucson, Arizona • 1990

Professional Licenses and Development

Property & Casualty Insurance License – Arizona

Life & Health Insurance License – Arizona

Series 6 & 63 Securities License (Dec 1999 – May 2008) – Arizona

Real Estate License – Arizona (Dec. 2008)

Life Underwriters Training Council