Life Insurance Sales, Financial planning, Portfolio management.
Resume:
JAMES MUELLER, MBA
OKC Ok 73142
PROFILE
CONTACT
PHONE:
EMAIL:
***********@*****.***
HOBBIES
Travel
Fishing
Community involvement
Spending time with family
EDUCATION
Heritage Hall High School.
1976-1980
University of Oklahoma.
1980-1985
Bachelor of Arts
University of Central Oklahoma.
2005-2007
Masters of Business
WORK EXPERIENCE
Equity Life Association President and Owner.
2007–2019
Arranged for purchase of company and prepared financial analysis and projections throughout entire management career. Provided budgets and yearly reviews benchmarking financial performance. Managed investment distribution of policy holder assets and personal assets. Reviewed underwriting recommendations and sales reports as well as service departments and set a vision for the future. Developed strategic vision and met with several sales groups to get feedback on our products and distribution system. Managed customer service department,met deadlines and increased company profitability and sales increases through several different management strategies.
Equity Life Association
Marketing Director
2005-2007
Worked at company while pursuing master’s degree. Built marketing and sales departments and aided in planning for and selling new financial services policies. Used SWOT analysis and competitive analysis for regional level. Responsible for 10-15% increase in sales for 2 years while serving as Marketing Director.
Net worth Valuations
2001-2003
Provided business valuations and aided in financing as well as mergers and acquisitions for small to medium size businesses. Provided consulting and advised on multiple different types of debt and equity financing for those transactions. We provided fee-based advisement and learned several different ways to value a business. Worked with business owners and staff on ways to increase value through several different strategies.
Mueller Financial Services
Co- Owner and V.P.
1992–2001
Achieved financial and sales benchmarks for family owned financial services company. Implemented and designed new marketing directions in medical insurance, life insurance and other employee benefit programs. Continued to manage growth and all other aspects of managing a small business. Reviewed year-end financial statements and compared to budgeted proformas. I researched competition and marketing trends, hired support and sales staff and motivated and trained all employees. Achieved 14%-18% sales growth for many years. Company led Prudential division on a national level.
Prudential Insurance
1985-1992
Received training and sales support in financial planning and estate planning. Marketed life insurance and annuities to customers and received licenses for life insurance, series 6 and property and casualty. Received sales awards and management recognition. Those were Distinguished Life underwriter award and MDRT. Networked while growing customer base and professional involvement. My skills in prospecting and sales success were learned early and I have maintained those skills throughout my lifetime.
SKILLS
1.FINANCIAL ANALYSIS OF INCOME AND BALANCE SHEETS
2.IRR AND NPV CALCULATIONS OF INVESTMENTS AND INCOME ANALYSIS
3.INVESTMENT ANALYSIS AND MANAGEMENT SCIENCES CALCULATIONS
4.FAMILIARITY OF FINANCIAL STATEMENT ANALYSIS AND RATIO ANALYSIS AS WELL AS GAAAP ACCOUNTING PRINCIPLES
5.TRAINING IN USES OF BUSINESS PLANS, FINANCING PRESENTATIONS AND OTHER GENERAL BUSINESS TECHNIQUES
6.RECEIVED SUBSTANTIAL TRAINING IN MICRO AND MACRO ECONOMIC ANALYSIS, STOCK AND BOND ANALYSIS, WEIGHTED AVERAGE COST OF CAPITAL AND WEIGHTED INVESTMENT PORTFOLIOS USING A NUMBER OF ANALYSIS TOOLS
7.STUDIED AND IMPLEMENTED ALL FORMS OF COMPANY VALUATION AND ROI AND ROE
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