lutcf james linn

Specialized life insurance sales and marketing to a select clientele. Focusing primarily on permanent life insurance plans.

Actively recruit independent brokers in the sales and marketing of Life Insurance and Annuity products. Specializing in Single Premium Life, Life Insurance Retirement Plans, Executive Bonus, and Hybrid life products. We currently represent over 50 carriers and continue growing.

* Financial Brokerage is an insurance marketing organization for Life, Annuities, Long Term Care & Disability, focused on you - the producer. Tell us what's important to you and allow us the opportunity to earn, enhance, and grow your business. * Compensation How You Want It * Personal and Professional Development * Sales and Product Expertise * Full Service Sales & Back Office Support * Full Suite of Technology Tools

Personalized life insurance sales for individuals in 46 states educating,developing and implementing personalized life insurance plans.

Worked independently to develop and grow a financial services book of business through direct sales, prospecting, networking and marketing consisting of accounts in excess of $1M in annual premiums along with managing the business aspects such as expenses, wages, taxes and personnel management. The Associate Sales Manager role assisted the Agency Manager with recruiting and training of new agents along with providing mentoring and joint work with current agents in conjunction with growing and managing my own business. Some of the recognition/awards I received during this period was to qualify for top life application producer out of 28 agents for the district three consecutive years, first to earn distinguished life production based Heritage Award for the state of Nebraska in addition to earning Blue Vase and Trail Blazer award and qualifying for company incentive trips

Position encompassed sales training and sales management skills related to all areas of financial services (Investments,Life,Health,Disability,LTC,Medicare Supplements,Annuities) in addition to providing direct management of 9 sales representatives in the region. Role also required recruitment of new associates while teaching sales skills, sales process development, marketing and business planning. This position also allowed for personal production and consistently stayed on pace for honor club production, qualified for company trips, in addition to performing management duties

Multi tasking position that required to not only maintain expected level of personal production in all areas of Financial Services such as life insurance, long-term care, disablilty insurance, health insurance and retirement products. In addition assisted two district sales managers with the recruitment and training of new associates. Accomplishments include recruiting and training eight agents in a single year and assisting them in qualifying for the honorable Blue Vase award, while personally qualifying for corporate trip.

Assisted over 150 Financial Advisors regarding client asset allocation and suitability for assets.