James Michael Gordon
Clearview Health
Jacksonville,FL
1
Certification
23
years of professional experience
Professional with comprehensive experience and readiness for role. Known for strong focus on team collaboration and achieving results. Adaptable and reliable, supporting colleagues effectively and responding to changing needs. Skilled in communication, problem-solving, and client relations. Recognized for integrity, determination, and results-driven approach.
Work History
Licensed Medicare Agent
2 Months- Consultative sales for Medicare plans, enrollment guidance, eligibility, cost comparison, and informed decision-making .
- Conducted comprehensive needs assessments to tailor Medicare solutions for diverse populations.
- Cultivated strong relationships with clients to enhance service satisfaction and loyalty.
- Provided expert guidance on Medicare, Medicaid, ACA, and Social Security during client interactions.
- Delivered exceptional customer service across phone, chat, and email communications.
- Ensured compliance with CMS, HIPAA and State regulations
Licensed Medicare Agent
4 Months- Consultative sales for Medicare plans, enrollment guidance, eligibility, cost comparison, and informed decision-making .
- Conducted comprehensive needs assessments to tailor Medicare solutions for diverse populations.
- Cultivated strong relationships with clients to enhance service satisfaction and loyalty.
- Provided expert guidance on Medicare, Medicaid, ACA, and Social Security during client interactions.
- Delivered exceptional customer service across phone, chat, and email communications.
- Ensured compliance with CMS, HIPAA and State regulations.
Customer Care Representative
5 Months- Guided customers through the intricacies of Medicare and Medicaid benefits, eligibility, and coverage options.
- Delivered professional service for routine inquiries with exceptional efficiency.
- Verified the accuracy and completeness of applications through meticulous documentation reviews.
- Ensured adherence to CMS and HIPAA regulations while protecting confidential beneficiary information.
- Cultivated trust-based relationships with clients by employing effective communication strategies.
Investment Solutions Representative
10 Months- Fostered strong client relationships through outstanding communication and customer service delivery.
- Executed client investment transactions, including mutual funds, ETFs, stocks, CDs, and wire transfers.
- Maintained detailed CRM and financial systems records for all client accounts, transactions, and compliance activities.
- Advised clients on various retirement account options for 401(k), 403(b), IRA, and Roth accounts.
- Presented financial plans and developed roadmaps to clarify financial strategy implementation.
- Collaborated with cross-functional teams to deliver customer service excellence.
Registered Investment Advisor
8 Years 7 Months- Established and nurtured strategic client relationships to drive sales growth and service responsiveness.
- Delivered comprehensive financial and retirement planning services, including life insurance, annuity, investment, health, and wealth and tax efficient strategies.
- Developed customized financial plans to meet diverse client objectives and risk tolerances.
- Conducted in-depth account reviews to ensure alignment of risk and performance metrics with financial goals.
- Forged partnerships with CPA and attorney principals to create alliances to deliver independent financial solutions to clients.
- Sold book of business in 2022.
Registered Investment Advisor
2 Years 5 Months- Forged CPA relationships to develop innovative new business alliances to build customer connections and drive sales.
- Implemented comprehensive financial and retirement planning, insurance, and wealth management services to optimize client well being and customer satisfaction. Conducted client reviews to ensure alignment of goals with risk tolerance and investment time horizons.
- Provided estate planning, tax efficiency, and risk management strategies to optimize client portfolios and build customer satisfaction.
- Acted as the lead sales advisor and partnered with peers to deliver complex annuity and insurance sales to clients. .
- Exceeded sales goals and delivered client service excellence.
Exclusive Financial Specialist
3 Years 3 Months- Provided life insurance, annuity, LTC, health, and estate planning solutions to retail and small business clients affiliated with 12 general agencies in northern California.
- Exceeded company sales quotas, receiving recognition sales awards; Golden Eagle, Honor Ring, and MDRT awards.
- Conducted risk and needs assessments to develop effective cross-selling strategies for various insurance and investment products. Built client loyalty through superior personal service.
- Delivered personalized financial and insurance solutions to clients through engaging in-home and group sales presentations to build, expand, and cement client loyalty and satisfaction.
Education
Master of Arts - Educational Statistics And Research Methods
BBA - Economics
Skills
Problem-solving skills
Team collaboration
Industry expertise
Customer service and care
Effective communication
Relationship building
Multitasking Abilities
Decision-making
Sales strategy development
Sales closing
Certification
Active
- Chartered Retirement Planning Counselor - College of Financial Planning
- AHIP & LTC
- Florida Life Resident - Life, Variable Annuity & Health
- SIE - Securities Industry Essentials
Inactive
- Series 7 - General Securities
- Series 3 - Commodity Futures
- Series 6 - Variable Contracts
- Series 63 - Uniform Securities Agent State Law
- Series 65 - Investment Advisor Representative
- Series 39 - Direct Participation Principal
Timeline
Licensed Medicare Agent
Clearview Health
03.2026 - 05.2026Read More
Licensed Medicare Agent
Health Pilot
08.2025 - 12.2025Read More
Customer Care Representative
SelectQuote
07.2024 - 12.2024Read More
Investment Solutions Representative
Fidelity Investments
02.2023 - 12.2023Read More
Registered Investment Advisor
Woodbury Financial Services
04.2014 - 11.2022Read More
Registered Investment Advisor
AXA ADVISORS, LLC
11.2011 - 04.2014Read More
Exclusive Financial Specialist
Allstate Financial Services, LLC
07.2003 - 10.2006Read More
Teachers College of Columbia University
Master of Arts from Educational Statistics And Research Methods
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Kent State University
BBA from Economics
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Sales Awards
MDRT, Honor Ring, Golden Eagles