Customer Service

PROFESSIONAL DESIGNATIONS

**** **** ***** ********** ********* Fellow

**** *** ********* **** ***********

**** **** ********* ********* **********

**** **** ****** **** ********** Institute

COMMUNITY SERVICE

1993-1994 President, Northeast Kansas Chapter, American Society of CLU's & ChFC's

1992-1993 External Faculty, Income & Estate Tax Planning, American College

1992-1993 United Way Chairperson, Security Benefit

1981 & 2002 Junior Achievement Advisor

2013-2018 BFDS Community Garden

2014-2018 BFDS Toastmaster's Club, VP Education

EXPERIENCE

12/1977-07/1998 Marketing, Product Development Security Benefit

Positions included Assistant Vice President, Manager & Supervisor. Responsibilities included:

Maintain awareness of competitor offerings and market position

Research, evaluate and communicate impact of regulatory changes to product position, application systems and operational processes

Identify and recommend product changes

Project coordination; liaison to software vendors, technical teams customer service and senior management

System application testing

Product introduction, training and ongoing support

02/1999-05/2000 Life Insurance Wholesaler Pacific Life

Distribution Channel: Wirehouse

Communicate sales ideas and product positioning to independent registered representatives

Present state-accredited continuing education seminars to life insurance professionals, attorneys and CPA's on the use of life insurance in income & estate planning

06/2000-11/2001 Life Insurance Wholesaler American Skandia

Distribution Channels: Financial Planner, Bank/Financial Institution, Wirehouse

01/2002-02/2004 Registered Representative Money Concepts

Sale of life insurance, annuities and mutual funds

01/2004-11/2011 Financial Consultant AXA Advisors

Provide financial services to individual and business clients:

Assess their current situation, objectives and risk tolerance, identifying gaps & inconsistencies

Identify & evaluate appropriate risk management and investment products

Compare alternative planning and product solutions

Develop action plan to implement strategy with periodic re-evaluation to monitor progress towards goals

09/2012-Present Correspondence Rep – Mutual Fund Investor Services BFDS

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