President
Current* Insurance & Investment Sales* Prospecting* Building a book of business
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@mooreplanning.com
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James Moore is listed as President at Moore Planning & Financial Services Inc, based in St Albert, Alberta, Canada. AeroLeads shows a work email signal at mooreplanning.com and a matched LinkedIn profile for James Moore.
James Moore previously worked as General Manager at Transamerica Brokerage and Sales Manager at Laurentian Financial Services.
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AeroLeads found 1 current-domain work email signal for James Moore. Compare company email patterns before reaching out.
Over 35 years experience in Insurance/Investment business, multiple years of Court of the Table and MDRT producers. I hold a successful book of business and have trained and mentors agents across Canada over the years. I'm well connected with other financial professionals from across Canada, US and the world.
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* Insurance & Investment Sales* Prospecting* Building a book of business
* Insurance & Investment Sales* Prospecting* Building a book of business
* Recruiting and training new agents* Retained existing agents* Office had 215% growth in first year & 315% growth in year 2
Edmonton, Alberta, Canada
* Recruiting new agents* Business development for Edmonton office* Train new agents* Hired over 30 agents with 82% retention rate* Brought the office to #1 office in English territory
Edmonton, Alberta, Canada
* Insurance& Investment Sales* Developed Prospecting Tools with proven Success* Excellent Client Relationship Building* MDRT under 40* Achieved MDRT
Edmonton, Alberta, Canada
* Insurance & Investments Sales* Prospecting* Client Relationship Building* MDRT producer
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James Moore works for Moore Planning & Financial Services Inc.
James Moore is listed as President at Moore Planning & Financial Services Inc.
AeroLeads has found 1 work email signal at @mooreplanning.com for James Moore at Moore Planning & Financial Services Inc.
James Moore is based in St Albert, Alberta, Canada while working with Moore Planning & Financial Services Inc.
James Moore has worked for Moore Planning & Financial Services Inc, Transamerica Brokerage, Laurentian Financial Services, Manulife, and Metlife.
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