Sales Insurance Agent

James Francis Flynn

*** * ******* ******, *******, NC 27601 919-***-**** ************@*****.***

PROFILE

Professional with close to 25 years of practical experience managing business including development, sales, marketing, operations, financial services, law, legal proceedings, retirement and estate planning, trusts, banking, political fundraising and personnel. Understanding of affinity and cobranded credit and debit card programs, partnership marketing, private jets and aviation, wired and wireless communications, travel and Medicare.

EXPERIENCE

THE FLYNN GROUP Chicago, IL/Raleigh, NC

Attorney, Counselor at Law and Consultant 1998-2009/2010-present

The Flynn Group started as a solo law practice in Chicago and developed into a financial services, independent contractor and consulting firm providing legal, financial, business development, sales, and marketing services to individuals and small businesses.

• Managed, counseled and advised individuals and companies primarily in the areas of criminal defense, family matters, real estate, probate, retirement and estate planning and small business enterprise.

• Represented clients in criminal and civil litigation and other legal proceedings, settled disputes and drafted legal documents.

• Delivered professional investment advice, planning, and services to customers especially in the area of estate and savings planning.

• Small business enterprise consultant and operations management.

• Reviewed and recommended investment and insurance products including stocks, bonds, options, mutual funds and insurance and retirement plans.

• Managed a $5 million 401(k) plan.

• Admitted to Illinois Bar 1997.

• NASD registered Series 6, 7, 65 and 31 and licensed health and life insurance agent.

BLUE STAR JETS, LLC. Chicago, IL

Managing Director 2004-2006

Blue Star Jets is primarily a broker of private jet charters headquartered in New York City.

• Established an office including negotiating building and equipment leases, liability insurance, utility contracts, staffing, making payments, management systems, and IT systems.

• Responsible for the ongoing management, operations, finance and public relations of the Chicago office at the national and international level.

• Responsible for the development, management and execution of marketing strategies and tactic.

• Drafted and negotiated all agreements; oversaw budgets, forecasts and long range planning

• Established strategic marketing partnerships, alliances and plans.

• Identified and procured business partners who included celebrities, executives and the affluent individual.

• Developed business into sales in excess of $2 million and a 17% gross profit margin.

• Hired and managed the performance of brokers and office staff.

MESIROW FINANCIAL, INC. Chicago, IL

Vice President-Securities Brokerage 1998-1999

Mesirow Financial is a diversified financial services firm headquartered in Chicago.

• Delivered professional investment services to customers.

• Facilitated timely, accurate and efficient mutual fund and equity transactions.

• Reviewed and recommended investment and insurance products including stocks, bonds, options, mutual funds and insurance.

• Advised clients on estate and retirement planning.

• NASD registered Series 6, 7, 65 and 31 and licensed health and life insurance agent.

DISCOVER FINANCIAL SERVICES, INC. Riverwoods, IL

Vice President-Business Development 1997 – 1998

Discover Financial Services is a direct banking and payment services company headquartered in Riverwoods, IL.

• Responsible for establishing affinity and cobranded credit card programs and other consumer card series

• Developed strategic plans for business development

• Identified and procured business partners

• Developed, drafted and negotiated program offers

• Developed and nurtured industry contacts, made product presentations, and assessed sponsorship opportunities

• Managed portfolio goals, managed supporting resources and implemented customer programs.

THE KESSLER GROUP, LLC Boston, MA

Assistant Vice President 1989-1996

The Kessler Group is a financial services firm based in Boston specializing in partnership development, credit card marketing and portfolio acquisitions.

• Established affinity and cobranded credit card programs on behalf of MBNA America Bank and other banks.

• Made product presentations to association and corporation management, negotiated agreements and initiated card marketing programs.

• Responsible for the development, management and execution of marketing strategies and tactic.

• Recruited, selected, trained and evaluated account executives. Managed, motivated and directed sales force in the sale of our major market programs. Forecasted monthly, quarterly and yearly sales goals.

• Created marketing programs in line with clients’ objectives.

• Coordinated sales effort with MBNA America Bank.

EDUCATION (J.D., B.A.)

Suffolk University Law School Boston, MA

Juris Doctorate (J.D.)

Family Law, Estate Planning, Criminal Law, Business Transactions

State University of New York Stony Brook, NY

Bachelor of Arts (B.A.)

Economics, Government, Natural Sciences

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