Shaun J. Huggins
Colorado Springs
Summary
Dynamic sales professional with extensive experience in the life and health insurance sector, adept at navigating complex policy options, conducting risk assessments, and analyzing client needs. Expertise in fostering team collaboration and driving results, with a strong ability to adapt to evolving client and business requirements. Proficient in customer engagement, relationship management, and strategic planning, with a proven track record of building trust and delivering customized financial solutions. Committed to reliability and flexibility, consistently focused on achieving optimal outcomes for clients and the organization.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Independent Life and Health Insurance Agent
Experior Financial Group
Colorado Springs, CO
04.2026 - Current
- Assisted clients in selecting appropriate coverage options based on individual needs and preferences.
- Conducted thorough policy reviews to ensure compliance with industry regulations and standards.
- Analyzed client needs to recommend tailored life insurance policies, enhancing customer satisfaction.
- Developed marketing strategies to expand client base and increase brand awareness within target demographics.
Licensed Insurance Sales Agent
ResultsCX
Colorado Springs, CO
09.2025 - 01.2026
- 2025 AEP contract role.
- The Wellcare PDP contract for AEP and OEP 2025 - 2026.
- Developed comprehensive understanding of Medicare PDPs and enrollment processes.
- Educated clients on benefits, coverage options, and enrollment deadlines.
- No absences or tardies during the contract period.
- Successfully completed over 400 Prescription Drug Plan enrollments.
Licensed Life Insurance Advisor
Amplify Life Insurance
Colorado Springs, CO
09.2024 - 09.2025
- Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
- Educated clients on insurance policies and procedures.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with underwriters to provide accurate risk assessments and secure competitive policy rates for clients.
- Average of 250-275 outbound calls per day.
- Average of $80k in monthly IUL, Term and Final Expense Sales.
- 50% average ($40k) in monthly in-force sales (approved, delivered and paid policies).
Licensed Insurance Agent and Screening Specialist
SelectQuote
Jacksonville, FL
07.2019 - 04.2024
- Term Life, Whole Life, Universal Life, Final Expense, and Medicare Sales.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Exceeded company sales goals for new policies.
- Reviewed resumes, conducted phone interviews, and managed candidate pipelines.
- Referred suitable candidates to relevant departments for additional assessment.
- Conducted more than 10,000 interviews that led to the successful hiring of more than 2,000 new employees.
Consulting Grant Writer
Sugar Volunteers
Sarasota, FL
04.2018 - 05.2019
- Developed more than 40 compelling grant proposals to secure funding for community initiatives.
- Collaborated with program directors to gather information and support proposal development efforts.
- Crafted, composed and authored 7-8 written speeches to be delivered by the program directors.
- Developed and drafted the Sugar Volunteers weekly newsletter.
Financial Advisor
Fidelity Investments
Atlanta, GA
01.2017 - 09.2017
- Responsible for building and managing a book of business valued at over $700 million and more than 500 individual households.
- Counseled clients on how best to use their assets in order to meet their long-term goals.
- Developed retirement strategies tailored to each individual client's needs and objectives.
- Researched potential investments such as stocks, bonds, mutual funds, annuities, and other securities.
- Conducted regular reviews of clients' financial plans to ensure that their goals were being met, or adjusted accordingly.
Senior Financial Sales Manager
Fidelity Investments
Jacksonville, FL
09.2013 - 12.2016
- Managed a team of 20 investment advisors, providing guidance to drive professional growth and sales proficiency.
- Coached and developed a team of direct reports to achieve their full potential and meet business objectives.
- Developed and implemented sales strategies to meet organizational objectives.
- Facilitated more than 40 CSS (Consultative Selling Skills) Deep Dives with all newly hired advisors (CSS now known as Value-Driven Selling).
- #1 nationally ranked team (out of 12) in both sales results and client engagement.
Financial Advisor
Fidelity Investments
Boca Raton/Orlando/Jacksonville, FL
09.2005 - 09.2013
- Responsible for building and managing a book of business valued at over $700 million in assets with close to 400 individual households (started with fewer than 10 total households).
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, and philanthropy.
- Managed relationships with outside vendors, such as attorneys and accountants.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
- Average of $70mm in annual cash flow with an inflow-to-outflow ratio of 3.46-to-1.
- Average of $80mm in annual managed money sales.
- Average of $40mm in annual insurance and annuity sales.
- Average of $100mm in annual mutual fund sales.
Education
Bachelor of Science - Business Administration
University of New Hampshire
Durham, NHSkills
- Client Retention
- Effective Communication
- Customer Relations
- Relationship Building
- Problem-solving abilities
- Insurance policy sales
Accomplishments
- 7 time Screening Specialist of the Month Recipient.
- 2 time Screening Specialist of the Quarter Recipient.
- Fidelity Shining Star Recipient for 2008.
- JAX Aspire Regional Lead – November 2015 – November 2016.
- Excellence in Action Recipient for 2016.
- 2x Recipient of “Coach of the Quarter."
- Recipient of "Coach of the Year" 2015.
Affiliations
GR8 TO DON8 - 09/2012–09/2013
- Official volunteer and Board Member of the GR8TODON8 annual race committee.
- Promoting, organizing, and planning the annual 5k and 8k run/walk to raise funds to benefit TransLife, the federally designated, organ procurement and tissue donation organization in East Central Florida.
Certification
- Florida Life, Health, and Variable Annuity Insurance (Current)
- Colorado Real Estate Broker (Not Active)
- Series 66, Series 7, Series 9/10 (Previously Held Licenses)
Timeline
Independent Life and Health Insurance Agent
Experior Financial Group
04.2026 - Current
Licensed Insurance Sales Agent
ResultsCX
09.2025 - 01.2026
Licensed Life Insurance Advisor
Amplify Life Insurance
09.2024 - 09.2025
Licensed Insurance Agent and Screening Specialist
SelectQuote
07.2019 - 04.2024
Consulting Grant Writer
Sugar Volunteers
04.2018 - 05.2019
Financial Advisor
Fidelity Investments
01.2017 - 09.2017
Senior Financial Sales Manager
Fidelity Investments
09.2013 - 12.2016
Financial Advisor
Fidelity Investments
09.2005 - 09.2013
Bachelor of Science - Business Administration
University of New Hampshire