T Honeycutt Location: Cedar Hills, UT 84062 ... plete line of property / casualty insurance, life insurance and disability insurance products to individual and commercial markets. Managing Partner January 2009 - PresentResponsib le for the incorporation and structuring of this new venture. Negotiated the contracts, selling agreements and appointments for the firm. Also responsible for the recruiting, training, supervision, compliance and production of new agents. In the process of establishing a new Broker/Dealer agreement for the firm to sell a full range of General Securities. Farmers Insurance Group American Fork, UtahFarmers Insurance Group of Companies is the third largest property/casualt y insurer in Utah. It off ...
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T Morey Location: Mapleton, UT 84664 ... ng I have had outstanding results marketing financial products and services to businesses and residences. My success has been achieved by identifying with a market or client need, building a relationship with the client, and fulfilling the need. In today’s market of ever increasing competition, solving problems and providing outstanding service are more important than ever before. skills and expertise Sales and Marketing Team Leadership and Mentoring Trade Shows, Seminars and Workshops Systems Management Computerized Systems Professional Experience Sales – Financial Services Sold life insurance, disability insurance, annuities, a ...
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F Pritchett Location: Herriman, UT 84096 ... ealth and retirement planning. American Family Insurance 2004-2007 Riverton, Utah Agent Started a scratch agency that had grown into a book of 1,500 policies within a 2 year time period. Actively sold Property and Casualty Insurance, and motivated team members to produce. Productively sold whole life, term, VUL, variable annuities, and annuities. Successfully serviced and ran a profitable business. Created relationships with community organizations, and centers of influence. HarrisDirect2000 -2004Sandy, Utah Preferred Client Relationship Manager Developed relationships with high net worth clients by providing information about products and services. Opened new accou ...
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J Schroeder Location: Murray, UT 84107 ... nce in managing a team of co-workers and completing work according to customer demands and time lines. Thorough understanding of current equity markets and economic conditions. Completed Series 7 and Series 66 securities licenses and Utah Life, Accident and Health Insurance licenses. EDUCATION B.S. – Business, University of Utah, (exp. 2008) A.S. – General Studies, Salt Lake Community College (2005) EMPLOYMENT HISTORY Morgan Stanley (Temporary Assignment) Client Advisory Specialist (April 2008 – Present) Worked as member of Morgan Stanley’s Document Control Group. Responsible for processing client requests related to wills, trusts, affidavits and asset needs. Managed the work of Operations t ...
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S Gabriel Location: Vernal, UT 84078 ... PAGE Risk Manager Statistics| Operations | Marketing Research | Risk Analysis | Optimization Highly skilled, organized, and performance-driv en professional, with extensive years of experience in client relations, underwriting, sales, and financial data presentations. Innovative expert; proven ability in research and product development. Strong analytical skills with the capacity in interpreting information in multiple viewpoints; well-developed abilities in prioritizing, decision-making, and time management. Willing to relocate. Expert in using logic and reasoning to identify strengths and weaknesses of alternative sol ...
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G Yang Location: Plano, UT 75025 ... tatus: U.S.A. Permanent Resident BUSINESS EXPERIENCE Ping An Property &Casualty Insurance Company of China, Ltd.July 2002 – July 2006 Account Executive Large and Special Risk Dept. (Corporate Business Dept.) Managing business relations with VIP customers and high-risks projects including: Bohai Phase II Offshore Project (ConocoPhillips and CNOOC), Nanhai Petrochemical Project (Shell and CNOOC) SECCO Ethylene Project (Shanghai SECCO Petrochemical Company) CFD Offshore CAR Insurance Project Guangdong LNG Project Nation wide School Liability insurance program Prepared insurance proposals for new business and renewals Communicating with 39 branch companies to develop generat ...
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