James Conetta
los Angeles,Ca
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Mony
01.2000 - 01.2003
Penn Mutual Life
01.1999 - 01.2000
Transamerica
01.1982 - 01.1987
IDS
01.1975 - 01.1976
Education
Skills
- Worked 13 years in the agency system so developed training skills that were relevant to success in the industry as a whole
Additional Information
An Independent Insurance agent with over 45 years of experience in the business. Licensed to sell life, health, disability, annuity products as well as a structured life settlement license. Holds series 6 & 63 licenses from 2004-2010. Awards include GAMA in 1994 with Transamerica. Life & Health licensed.
Job Description
Sold life insurance for comprehensive needs, estate planning, mortgage protection, final expense as well as business planning. Developed a comprehensive viewpoint of insurance protection as it relates to living too long, dying too soon, impact of disability and the need to coordinate one's plan into an integrated plan to address these needs. Focused also in later years to long term care planning. Developed and maintained a client base through referrals, leads, as well as general observation. Developed the ability to work successfully with attorneys as well as accountants to help clients better achieve their financial goals.
Timeline
Mony
01.2000 - 01.2003
Penn Mutual Life
01.1999 - 01.2000
Transamerica
01.1982 - 01.1987
IDS
01.1975 - 01.1976
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