Jeff Carrick Email & Phone Number

Portland, Oregon Area

A Benefits Account Executive will be assigend a book of corporate accounts and have primary responsibility and direct client contact for his/her assigned accounts with less than 50 or fewer plan participants. For these accounts, the Benefits Account Executive will be the lead on the account providing on-going service; including retention and customer care activities, responding to client/employee inquiries and issues as well as conducting renewal meetings with the client including reviewing the client's renewal and renewal options. The Benefits Account Executive will also conduct open enrollment meetings for the cients' employees, if applicable.

Portland, Oregon Area

For more than 50 years, the American Fidelity Educational Services Division (AFES) has provided financial protection to the educational community throughout the United States. Most of our business comes through the support of our valuable partners: education associations and public school districts. We are completely dedicated to the education market and strive to provide educators, support staff and administrators with solutions to current and future financial needs.We focus on providing innovative financial products and services to employees in public schools and higher education. With more than 44 state and national education associations endorsing AFES, we are among the leaders in our niche market.I oversee the benefit enrollment and retirement needs of employees for nearly 30 school districts in Oregon, Washington and Alaska.

Portland, Oregon Area

For more than 50 years, the American Fidelity Educational Services Division (AFES) has provided financial protection to the educational community throughout the United States. Most of our business comes through the support of our valuable partners: education associations and public school districts. We are completely dedicated to the education market and strive to provide educators, support staff and administrators with solutions to current and future financial needs.We focus on providing innovative financial products and services to employees in public schools and higher education. With more than 44 state and national education associations endorsing AFES, we are among the leaders in our niche market.

Vancouver

Hired to establish blood collections in previously undeveloped market. Actively develop strong relationships with various organizations within assigned territory to ensure constant renewal of local blood supply. Educate donor and community groups regarding the blood program and community needs through speaking engagements and community outreach initiatives. Recruit and maintain diverse donor groups while educating about the need for Bone Marrow Registry.

Responsible for blood collections and community outreach in the N/NE Portland territory. Worked with over 100 existing blood drive sponsors in helping them to achieve annual blood collection goals and cost effective collections. Coordinated special event blood drives each year to create awareness for blood donation.

Kern County

Responsible for establishing new market growth and public awareness for PBS in the Southern San Joaquin Valley. Actively sought out corporate underwriting partners and successfully exceeded annual goals by 25 percent. Planned and coordinated all aspects of PBS events and secured sponsorships to underwrite associated costs. Served as on-air co-host of annual PBS pledge drives and other fundraising programs.

Marketing/Business Administration

Series 6 License, Investments And Securities

Series 63, State Securites Laws