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| Desired Industry: Insurance |
SpiderID: 15207 |
| Desired Job Location: DALLAS, Texas |
Date Posted: 8/30/2007 |
| Type of Position: Full-Time Permanent |
Availability Date: 30/08/2007 |
| Desired Wage: 40000 |
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U.S. Work Authorization: Yes |
| Job Level: Executive (President, VP, CEO) |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: Yes |
Objective:
Talented leader with thirty-four years in the Financial Services industry. Currently a LUTCF licensed in all 50 States for Life, Health and Securities. Licenses include Life, Health Series' 6,63,65,66 and 7. My career has gone from personal production to leading a sales and service Bank organization with over 100 employees back to personal production. Recent move to Texas to be closer to childrena nd grandchildren.
Experience:
In bound phone consultant
TIAA-CREF in Lewisville, Tx (Present employment)
Provided guidance to participants as to diversification and asset allocation in their retirement plans.
Explained different investment options available to participants for their individual retirment programs.
Answered participant questions as to their options for loans, withdrawals and transfers to their specific plans.
Assisted with questions as to web center secured access and general items specific to their retirement plans.
Financial Advisor
Hussey and Assoc. in Kaneohe, Hi
June 2005 to September 2006
Handled specific 403b accounts for the company.
Workded with individual clients in establishing and refining their retirement plans.
Vice President/General Manager
American Savings Insurance Agency/Bishop Insurance in Honolulu, Hawaii
July 1989 to September 2001
Vice President
Hawaii USA Federal Credit Union in Honolulu, Hawaii
October 2002 to May 2004
Increased assets under management by $22 Million for organization.
Provided leadership and direction to financial advisors and support staff.
Increased awareness of Financial Services to Credit Union Members.
Integrated the Financial Services area with the Branch and Call Center areas to provide Members with better customer Service.
Developed Budget and Marketing plan for the Financial Services area.
Worked with different dpeartments to coordinate services and marketing programs to be offered to Members.
Meet with product providers to assure appropriate products for Members.
Investment Representative
Edward Jones in Carrollton, Tx
October 2006 to March 2007
Passed Edward Jones' training program for Series 66 and 7.
Graduated from training.
Respnsibilities included: meeting 25 new people per day, asking financial questions and learning Edward Jones Branch Sysyem
Education:
Willamette University in Salem, Oregon
August 1968 to December 1972
Bachelor of Arts American Studies
Affiliations:
NA
Skills:
Insurance Manager
Additional Information:
Talented leader with thirty-four years in the Financial Services industry. Currently a LUTCF licensed in all 50 States for Life, Health and Securities. Licenses include Life, Health Series' 6,63,65,66 and 7. My career has gone from personal production to leading a sales and service Bank organization with over 100 employees back to personal production. Recent move to Texas to be closer to childrena nd grandchildren.
Reference:
NA
Candidate Contact Information:
This candidate has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response. |
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