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Life Insurance Manager

Location:
Seattle, Washington, 98199, United States
Posted:
May 30, 2010

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******* J. ****** phone: 206-***-****

Career Summary

Have vast and diversified experience in marketing and Financial Services

Industry. Range of focus from marketing Life Insurance, Asset Allocation

and Portfolio Analysis, to Retirement plan options including Long Term Care

and disability. Possess excellent communication skills, client

satisfaction and prompt service a priority. Attention to detail and a

quick study. Looking for teamwork and new challenges where I can apply

knowledge of the industry and excel.

PROFESSIONAL EXPERIENCE

Registered Investment Advisor

****** Investment & Financial Services 1996-present

Independent Financial Services Broker representing the individual needs of

clients. Specialize in marketing, customized asset allocation, stock and

mutual fund selection and life insurance analysis. Also use annuities,

life, disability and long term care insurance as tools in estate planning.

Work with companies and their advisors to develop proper financial

protection including Key Man, Buy-Sell arrangements and funding, 401K and

other retirement plan analysis.

Received Top Advisor Award for 2005, Labyrinth Financial Services,

Vancouver, Washington, ING Financial Partners, Inc. Broker/dealer.

Financial Services Department Manager

Regal Financial Bank; Seattle, Washington contractor

2002-5

Created investment and insurance department for Regal Financial bank, a

commercial bank located in downtown Seattle. Set up guidelines for

investment policies, established marketing platform for promoting advisory

services by working closely with bank employees to generate a lead and

referral system. Obtained all licensing requirements for the bank,

selected range of products and services for presentation to board of

directors.

Investment Officer

First Interstate Bank of Washington; Seattle, Washington 1992-1996

Financial consulting and service for customers of several Seattle branches

of First Interstate Bank, now known as Wells Fargo Bank. Developed ongoing

marketing strategies, set up and maintained proper documentation and

records. Provided ongoing training for branch personnel including

investment knowledge/awareness and referral training. Selected as trainer

for newly hired employees. Conducted/organized/designed numerous seminars

including Women's Junior League of Seattle, Seattle Parks and Recreation,

Rainier Community Action Project, and Grosvenor House. Top producer

award/summer campaign 1995. $225,000.00 revenue production/ 1995.

Marketing Director

Murphy Favre; Seattle, Washington 1991-1992

Investment services consultant for bank customers. Marketed mutual funds,

annuities, and bank products. Became proficient with all aspects of

banking including account maintenance and problem solving. Maintained well

above average investment production while conducting bank services for

clients. Chosen to participate in Mentor program 1991-92.

Regional Marketing Director

James Mitchell & Company; Bellevue Washington 1990-1991

Responsible for production and training for seven branches of Security

Pacific Bank. Ranked in top ten percentile nationwide. Qualified to join

top producers at annual convention. Top closing ratio in the state.

Finished fifth in nationwide sales contest involving over three hundred

employees. Featured employee in company journal, January 1991.

Marketing Agent and Sales Manager

Independent contractor; Seattle Washington 1980-1990

Independent Life Insurance Agent. Markets included business continuation,

financial and estate planning and long-term investment analysis. Primary

companies represented include Principal Financial Group, Monarch Life and

Disability, and Prudential. Mentored/managed new agents recruited at

Prudential.

EDUCATION

University of Wyoming, Laramie, Wyoming; Bachelor of Science Degree

Fine Art and Psychology Major.

University of Montana, Missoula, Montana; Graduate Work

Education and Business Major.

Life Underwriter Training Council Fellow, LUTC/NALU

NASD Series 6 and 63,.

Living Trust Education Series,

NASD Series 7

Registered Investment Advisor

Long Term Care Education

HONORS /AWARDS/AFFILIATIONS

President, Magnolia Guild, Fred Hutchison Cancer Research Center 2009-10

Top Advisor, Labyrinth Financial Services

Banner Group, VanKampen Mutual Funds

Summer Campaign Winner, First Interstate Bank

Fidelity Advisor Council member

Circle of Excellence, Dreyfus Corporation,

Leadership Conference; James Mitchell & Company

Million Dollar Round Table

Associate of the Month, 6 consecutive months, Principal Financial Group



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