Financial Services Advisor

Jimmy Power

417-***-**** ************@*****.***

STRENGTHS & GIFTEDNESS

Energetic people-person who loves to sell services which help people

Award-winning sales professional with a drive for high achievement and collaboration

Enthusiastic spirit who loves hard work and a winning team AWARDS & ACCOLADES

Earned the 2010 Financial Specialist of the Year- Valic Financial Service sales

Awarded the Eagle Scout medal and God &Country Award, Boy Scouts of America

Named “Who’s Who” Among Financial Specialists”, Allstate sales

Selected for the National Chairman’s Council- Morgan Keegan Financial Services

Earned the Million Dollar Roundtable award, 2006, 2007 & 2008- Morgan Keegan

Presented the Met Life Master’s Council Award, 2003, 2004 & 2005

Awarded the Master’s Council Award, 2005 & 2006- Prudential Financial sales

Named “Top 50 in the Nation”- Raymond James Financial sales

Won the Prudential Top Gun Award (#1 Rookie of the Year for the Nation), 1998

Won the 2009 Financial Specialist of the Year- Allstate sales

Achieved the coveted National Chairman’s Council- Allstate sales

Earned the Million Dollar Roundtable award, 2009 & 2010- Allstate sales EDUCATION

HENDERSON STATE UNIVERSITY

MBA, Business Major, 1996

Chosen to teach university undergraduate business classes

Spearheaded a major public relations event, attracting 150 schools OUACHITA BAPTIST UNIVERSITY

Bachelor of Arts, Business Administration Major, Philosophy Minor, 1994

Led multiple ROTC leadership and service initiatives; ROTC scholarship

Financial office, RHO SIGMA; Varsity Football; multiple academic/athletic scholarships PROFESSIONAL EXPERIENCE

POWER FINANCIAL SERVICES January 2014 - Current

Sales, Financial Advisor with Series, 7, 63, and Insurance Licenses

Launched independent insurance and financial services agency

Opened and currently operate offices in Northwest Arkansas and Southwest Missouri

Service more than 150 accounts, keeping more than 70% of previous client base JIMMY POWER 417-***-**** ************@*****.***

VALIC FINANCIAL SERVICES February 2010 – December 2013 Sales, Financial Advisor with Series, 7, 63, and Insurance Licenses

Drove a 100% increase in financial and retirement portfolio assets/sales in just 24 month

Won the 2010 Financial Specialist of the Year Award for biggest increase in client assets

Pioneered creative methods for communicating with and selling to new and existing clients ALLSTATE FINANCIAL SERVICES February 2008 – February 2010 Sales, Financial Advisor with Series 7, 63, and Insurance Licenses

Won the 2009 Financial Specialist of the Year from Allstate for sales

Named to the National Chairman’s Council and Million Dollar Roundtable, 2009, 2010

Selected for the elite “Who’s Who Among Financial Specialists” Roster MORGAN KEEGAN FINANCIAL SERVICES May 2007 – January 2008 Sales, Financial Advisor with Series 7, 63, 65 and Insurance Licenses

Achieved National Chairman’s Council

Named to the Million Dollar Roundtable for 2006, 2007 & 2008 U.S. BANCORP April 2005 – December 2006

Sales, Financial Advisor with Series 7, 63, 65 and Insurance License

Awarded the Met Life Master’s Council Award for 2003, 2004 & 2005

Selected for the Master’s Council Award for Prudential Financial sales for 2005 & 2006

Spearheaded 129% client increase, reaching the Raymond James Top 50 in the Nation LINSCO PRIVATE LEDGER December 2006 – April 2007

Sales, Financial Advisor with Series 7, 63, 65 and Insurance License

Created innovative sales funnel for new client acquisition PULASKI TRUST/RAYMOND JAMES April 2002 – April 2005 Sales, Financial Advisor with Series 7, 63, 65 and Insurance License

Implemented an innovative lunch and learn system, resulting in a 50% referral increase

Led initiatives in all areas of sales, investments and financial planning for clients PRUDENTIAL SECURITIES March 1998 – April 2002

Sales, Financial Advisor with Series 7, 63, 65 and Insurance License

Won the 1998 Prudential Top Gun Award (#1 Rookie of the Year sales for the Nation) COMMUNITY SERVICE & LIFE PASSION

Enjoy charity projects, homeless medical initiatives and providing Humane Society supplies

Annually produce and coordinate the Brandon Burlsworth Foundation Golf Tournament

Passionate for the underprivileged and an advocate against bullying and injustice

Enthusiastic regarding philosophy, theology and asking questions in deep conversations

Love for family, adventure, football, golfing and reading

Contact this candidate