Insurance Manager
Resume:
Shirley Freeman
**** ** **** ******** ****, OK **122
***/***-**** (cell)
ab1hcq@r.postjobfree.com
Professional Experience
Self-Employed
Estate Planning Consultant and Independent Insurance Broker
5009 NW 59
Oklahoma City, Ok 73122
As an Independent Insurance Broker, my responsibilities include calling on
individual clients and businesses marketing Life, Health and Annuity
products.
As an Estate Planning Consultant, my responsibilities include sales and
services ranging from fundamental planning ( such as basic Will or Living
Trust, Durable Powers of Attorney and Advance Directives for Health Care)
to advanced planning for estate tax avoidance, and other wealth
preservation strategies.
1/2002-1/2003
Waddell & Reed Financial Services
Financial Advisor
508 West 15th Street
Edmond, OK 73013
Located within the Mid First Bank location at SW 74 & Western, Oklahoma
City, OK. As a Financial Advisor, my responsibilities included helping
bank clients and outside clients with their Personal Financial Plans,
Mutual Funds, IRA's, SEPs and Roth IRAs, IRA Rollovers, Investments for
Retirement Income, Retirement plans for businesses,
Savings plans for college and 529 plans, Tax Advantaged Investments,
Annuities, Life Insurance, and other Insurance products such as Long Term
Care, and Medicare Supplements.
4/2001-1/2002
Self-Employed
Independent Life Insurance Broker
5009 NW 59
Oklahoma City, OK 73122
As an Independent Insurance Broker, my responsibilities included calling
on individual clients and businesses, marketing Life, Health and Annuity
products.
10/2000-3/2001
Bank of America
4131 NW 122
Oklahoma City, OK 73120
Account Executive/Mortgage Loan Officer
As an account Executive, my responsibilities included calling on Real
Estate Brokers, Agents and Home Builders, originating Conventional, FHA and
VA Home Loans as well as the various Bank of America special Zero Down
Teacher, and Doctor Loans and the various Neighborhood Advantage programs.
I was also responsible to service the branch banking centers with their
referrals on refinancing and new purchases. I worked with clients,
collecting loan documentation, pulled credit reports, pre-qualified the
client for loans and also assisted the client with setting up checking
accounts and credit cards when they qualified for a Home Mortgage Loan with
Bank of America.
1/2000-10/2000
Self-Employed
Independent Insurance
and Investment Broker/LifeMark Securities
5009 NW 59
Oklahoma City, OK 73122
As an Independent Insurance Broker, my responsibilities included calling on
individuals and businesses, marketing Insurance products, Annuities and
Mutual Funds.
6/98-1-2000
Taber Brokerage/LifeMark Securities Corp.
1223 N Shartel
Oklahoma City, OK 73103
405/235-4610
Branch Manager/Registered Principal.
As the Branch Manager/Registered Principal, my responsibilities included
all areas of managing an Investment Securities Branch Office with 24
Registered Representatives. I was also responsible for NASD compliance
requirements for the office and all Representatives, including the daily
reporting to the New York home office. I also conducted the field audits
of all Representatives. I also "signed off" as the Registered Principal on
every proposal and prospectus that the client was to receive, in addition
to all business that was turned in by the Registered Reps. I planned and
conducted the Compliance Meetings and the monthly training
meetings with the various Mutual Funds and Insurance Companies we
represented, including the entertainment and luncheons for those meetings.
10/1984-1/1998
Primerica Financial Services
3131 N MacArthur
Oklahoma City, OK 73122
Registered Principal/Regional Vice-President.
As a Regional Vice President my responsibilities included recruiting and
training Life Insurance Agents and Registered Representatives to sell Life
Insurance and Mutual Funds. Also responsible for the NASD compliance and
daily reporting of business. I held weekly training meetings with Agents
and Registered Reps, and also held Seminars for clients to learn about
Insurance, and Investing.
Licenses Held
Oklahoma Life Accident and Health
Education
Oklahoma State University
Blackwood Business College
References
Gary and Betty Jo Tibbits (friend and business)
3629 NW 65th
Oklahoma City, OK
405/842-0568
Paige Mills-Haag (friend )
6900 Blue Spruce Ct.
Oklahoma City, OK 73162
405/728-1595
Stacey Barlow (friend)
15240 Canyon Road
Piedmont, OK 73078
405/373-3997
Audra Beasley (business associate/family)
7204 S. Blackwelder
Oklahoma City, OK 73159
405/474-8464
Allen Daniels (family friend/minister)
9612 Southlake Dr
Oklahoma City, OK 73159
405/388-5200
Bill McCarthey (Attorney/friend/minister)
12300 Long Lake Blvd.
Oklahoma City, OK 73170
405/692-7175
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