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JAMES S

Financial Planner - 20 Years of Experience - Near 18901

Occupation:

Financial Planner

Education Level:

Certification

Will Relocate:

YES

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Top-Producing Financial Executive with an extensive career in overseeing business development, team building and motivation, sales management, training and recruiting, strategic planning, financial operations, and start-up ventures. Credentials Include: Life Member - Million Dollar Roundtable CLU - Chartered Life Underwriter CHFC - Chartered Financial Consultant Series 6 & 63 - Life & Health Insurance License Expertise in Estate, Financial, & Business Planning

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COMPANY POSITION HELD DATES WORKED

Amerus Life Insurance Company Insurance Agent & Sales 1/1989 - 1/1998
Mutual Group District Manager 1/1980 - 1/1989
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Highlights:

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