James Cummings
Topeka,United States
Summary
Vice President of Marketing with a background in Annuity and Life Sales as well as 15 years in the Financial Industry selling securities. Experience with developing and managing Cummings Financial Services, a Financial Advisory Firm.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Case Design Specialist/Vice President of Marketing
Gradient Insurance Brokerage
Topeka, KANSAS
04.2011 - Current
- Maintain professional internal and external relationships to help Financial Professionals maximize their financial goals
- Implement marketing materials including product knowledge, website content, email campaigns, and promotional collateral.
- Directed advertising efforts across multiple channels such as print, digital, radio, television, and out-of-home.
- Created cross-functional teams to develop integrated marketing plans for new products and services launches.
- Analyzed market trends, competitive landscape, and consumer behavior to identify key growth opportunities.
Financial Advisor
Cummings Financial Services
Topeka, KS
06.2009 - Current
- Promoted business to increase customer base and grow revenue.
- Developed financial plans for clients based on their individual needs and long-term goals.
- Conducted client meetings to review progress, assess risk tolerance, and recommend changes to portfolios.
- Researched and evaluated potential investments such as stocks, bonds, mutual funds, annuities.
- Created customized portfolio reports for each client outlining current holdings and future projections of returns.
- Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Education
Bachelor of Science - Business Management And Business Finance
Washburn University of Topeka
Topeka, KS12-2001
Skills
- Sales Promotions
- Sales Support
- Marketing Plans
- Competitive Analysis
- Sales Training/Webinars
- Client interaction
- Internal and External Relationships
- Project planning
- Series 66 Licensed
- Previous held series 7 license
- Team Leadership
Certification
- Series 66 Licensed
Military Service
- United States Navy 1989-1992
Timeline
Case Design Specialist/Vice President of Marketing
Gradient Insurance Brokerage
04.2011 - Current
Financial Advisor
Cummings Financial Services
06.2009 - Current
Bachelor of Science - Business Management And Business Finance
Washburn University of Topeka
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