F. Anthony Cercone Jr

F. Anthony Cercone Jr.

23201 Lake Road Bay Village, Ohio 44140

Phone (216) 469-7136

Experience

Client Relationship / Marketing Manager

Specialize in advanced Insurance case design for High and Ultra High net worth.
Work closely with professional & non-professional trustees to help meet their fiduciary responsibilities.
Provide the grantor & the family advisory team with guidance as they decide how they want their life insurance to function inside their trust, how much risk tolerance they have in regards to their ILIT funding & what priorities they place on factors such as carrier quality ratings & product guarantees.
Focusing on providing clients and their advisors with comprehensive insurance planning, annual reviews and excellent customer service.
Responsible management of client guidelines, production of policy management, and facilitate communication between parties to aid in fulfilling fiduciary duty to clients.
Responsible for management of $350,000,000 book of insurance business.

Personal Financial Advisor

Focus oncomprehensive long-term planning to evaluate, define, and establish desired financial results, oriented around building & directing an individual and/or business owner’s bottom line.
Specialize in the development of fee based comprehensive financial plans tailored to each client’s individual needs and goals, utilizing additional professional resources (attorneys, CPAs, etc.) if necessary during the completion of plan.
Maintain an up-to-date knowledge on insurance products as well as individual investment products, such as individual stocks, bonds, and open- and close-ended mutual funds through research/analyst reports and other available resources.
Use knowledge of individual client’s long-term financial needs and desires to create most effective financial strategy to accomplish my client’s financial goals.
Generate new business through the phone, face to face prospecting and networking efforts.
Sell a variety of investment and insurance products.

Used knowledge of individual client’s long-term financial needs and desires to create most effective financial strategy to accomplish my client’s financial goals.
Generatednew business through the phone, face to face prospecting and networking efforts.
Sold a variety of investment and insurance products.

Focused on long-term planning with an emphasis on preservation of wealth, and protection of assets using life insurance, Long Term Care, and annuities.
2008 Outstanding Sales Performance Award, “Top Gross Dealer Revenue Achiever"

Financial Service Professional/Work Flow Coordinator

March 2006 – December 2006, Key Investment Services, Key Corp. Cleveland OH

Coordinated and solely managed the work-flow process necessary to complete over 12,000 individual pieces of Annuity business during a ten month period, covering a production field spread out through the United States.
Created, managed and maintained a centralized data base for over 1500 Letter of Authorization necessary for day-to-day business transactions with field clientele located throughout the United States.
Acquired additional internal training with a focus on Fixed Income Trading (trading desk) and new account creation.

Personal Financial Advisor/Stock Broker

September 2004 - January 2006, H&R Block Financial Advisors, Cleveland OH

Used knowledge of individual client’s long-term financial needs and desires to create most effective financial strategy to accomplish my client’s financial goals.
Generated new business through phone, and face to face prospecting and networking efforts.
Sold a variety of investment and insurance products.
Specialized in retirement planning & wealth accumulation strategies, focusing on products that utilized the Series 7 license, as well as mutual funds (open and closed), annuities, and other wealth accumulation & retirement saving vehicles.
Maintained up-to-date knowledge of individual investment products, such as individual stocks, bonds, and open- and close-ended mutual funds through research/analyst reports and other available resources.

Personal Financial Advisor/Corporate Registered Investment Advisor

February 2002 - July 2004, Skylight Financial Group/Mass Mutual, Cleveland, OH

Developed comprehensive financial plans tailored to each client’s individual needs and goals, utilizing additional professional resources (attorneys, CPAs, etc.) during the completion of plan.
Conduct discovery interviews (face to face) to sell and lead the prospect through the firm’s comprehensive financial planning process.
Focused on long-term planning with an emphasis on the protection of assets, using life insurance, disability insurance, Long Term Care Insurance, and annuities.

Completed 3 of 6 Certified Financial Planner courses required for CFP exam.
Sandler Sales training (Spring 2002, 2003 & 2004) – Lifetime Presidents Club Member, (SCI)
Toastmasters – Westlake Ohio branch.
BNI(Business Networking International) April 2009 – October 2011 (Chapter VP 10/2009 – 10/2011)