Jim W. Golyer, GEPC
HOME PHONE*02.498.1295
Glendale, AZ 85308 Email: *******@***.***
Senior manager
Dynamic senior manager with 30 years experience of increasing leadership
roles in advanced sales
Life insurance, mutual funds, pension funds and financial planning
Has served as General Manager, Division Manager, Regional Director
Maintains and active tax practice with vast IRS knowledge and experience
Exceptionally successful agency builder ... Award-winning manager,
recruiter and sales generator
RECOGNIZED TRAINING AND STAFF DEVELOPMENT EXPERT ... EXPERIENCED LEADER OF
LARGE REGIONAL TERRITORIES
SERIES 6,7,24,26,63,66... LIFE, VARIABLE, HEALTH
Key Career Achievements
> Manager of the Year 6 times
> Recruiter of the Year 12 times
> Million Dollar Round Table Qualifier 12 times
> Company leader of Long Term Sales 7 times
> Company leader of Life Insurance commissions 8 times
> Recruited and developed 42 Club qualifying agents agents 2006-2014
> Recruited and trained 244 Independent Agents 1996-2000
> Established new division of existing company
> Managed seven state territory
> Started new company, in partnership with others, and served as
General Manager
> Developed sales materials
> Past President of GAMA
> Graduate of Estate Planning College
> Real estate licenses NV, AZ
> Maintain a tax practice with 200 clients
Professional Experience
5/06 TO12/14 Independent Marketing Group. Registered Principal
and General Manager
. Recruited and developed marketing organization 42 agents
. Over 400 million pension money under management
. First year commission life insurance $8,567,890.00 year to
date
. 4 locations, Las Vegas, Reno, Phoenix, Denver
. Developed 4 advanced sales PowerPoint presentations
. Compliance officer for group
. $5,620.890.00 GDC year to date
7/00 to 5/06 Waddell & Reed Las Vegas, NV Division Manager
. Managed $153,000,000 investment portfolio
. $833,000 Life commissions thru May/$325,000.GDC
. $11.4 million annuity business thru May
. Started division office from scratch 2000
. Increased goal by 171%
. $345,000 planning fees
.
. Jim W. Golyer Page 2
Professional Experience (continued)
3/98 to 07/00 Regional Marketing Specialist Aetna Life
Insurance, Nevada Territory
. Recruited and trained 87 Independent Agents
. Sales of $43 million of 457 Deferred Compensation business
. $15.7 Million in Variable Annuity business
. $34 million in 401k business.
1/96 to 3/98 Regional Sales Director North West Life
. Recruited and trained 157 Independent Agents
. Designed and developed two sales brochures for advanced
sales
. Responsible for 7 state territory NV,AZ, UT, NM,TX,CO, OK
. Ran the advanced sales desk for Buy-sell, Deferred-
Compensation, Business Continuation, Key-man insurance and
Trusts.
Education
BS Business Administration, Seattle City University, WA
Peninsula College, Port Angeles, WA
AA Business Administration, Antelope Valley College