James Lorenz Email & Phone Number

Burnsville, Minnesota, United States

I’m an Associate Representative serving clients in the twin cities area. At Thrivent, we’ve been helping people build their financial futures and live more generous lives for over 100 years. Move toward financial clarity by reaching out today.

Jacksonville, Florida, United States

Jacksonville, Florida, United States

Met middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Identified sales and recruiting market plan in order to prospect and network for middle-market clients and potential financial representative recruits. Scheduled financial consultations with prospective and existing clients for the purpose of sales, conservation and service. Conducted all appointments using Western & Southern Life consultative practices and processes to analyze client situation and needs, propose ethical financial solutions in order to effectively sell insurance and investment solutions. Maintained customer focus by building strong customer relationships and delivering customer-centric solutions. Drove personal sales results by demonstrating self-awareness and self-discipline using a combination of feedback and coaching to gain productive insight into personal strengths and weaknesses. Instilled trust by gaining the confidence and trust of clients and colleagues through honesty, integrity, and authenticity. Effectively built formal and informal relationship networks inside and outside the organization. Communicated effectively by developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

Jacksonville, Florida, United States

Maintained customer focus by building strong customer relationships and delivering customer-centric solutions. Drove personal sales results by demonstrating self-awareness and self-discipline using a combination of feedback and coaching to gain productive insight into personal strengths and weaknesses. Instilled trust by gaining the confidence and trust of clients and colleagues through honesty, integrity, and authenticity. Effectively built formal and informal relationship networks inside and outside the organization. Communicated effectively by developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

Jacksonville Beach, Fl

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to carriers. Presided over visitation, funeral and graveside services in accordance with family's wishes, company expectations; and local, state or federal laws. As the licensed funeral director, responsible for the compliance with all mortuary, health and vital statistics regulation compliance within the funeral establishment. Qualified for corporate sales leadership trip within 8 months from hire date. Named 2020 Rookie of the Year.Named rookie sales associate of 2018. Earned Century Club sales ranking in first 8 months of employment.

Minneapolis, Minnesota

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to carriers. Presided over visitation, funeral and graveside services in accordance with family's wishes, company expectations; and local, state or federal laws. As the licensed funeral director, responsible for the compliance with all mortuary, health and vital statistics regulation compliance within the funeral establishment.

Edina, Minnesota, United States

Maintained customer focus by building strong customer relationships and delivering customer-centric solutions. Drove personal sales results by demonstrating self-awareness and self-discipline using a combination of feedback and coaching to gain productive insight into personal strengths and weaknesses. Instilled trust by gaining the confidence and trust of clients and colleagues through honesty, integrity, and authenticity. Effectively built formal and informal relationship networks inside and outside the organization. Communicated effectively by developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

Minneapolis, Minnesota, United States

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to carriers. Presided over visitation, funeral and graveside services in accordance with family's wishes, company expectations; and local, state or federal laws. As the licensed funeral director, responsible for the compliance with all mortuary, health and vital statistics regulation compliance within the funeral establishment.

Antigo, Wisconsin

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to carriers. Presided over visitation, funeral and graveside services in accordance with family's wishes, company expectations; and local, state or federal laws. As the licensed funeral director, responsible for the compliance with all mortuary, health and vital statistics regulation compliance within the funeral establishment.

Racine, Wisconsin

Served as licensed apprentice funeral director while attending mortuary school. Applied lessons learned in the classroom at the funeral home. Observed and practiced needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to carriers. Staffed to gain experience at visitations, funerals and graveside services while under the supervision of the licensed funeral director.

Pentagon, Washington, Dc

Responsible for synchronizing the current and future operations of Colonels Management Office and General officer Management Office to manage more than 3,200 Army colonels and over 300 general officers. Prepared briefings provided to the Army's senior executive leadership. Supervised staff of 10 to develop, sustain and improve the human resource information systems responsible for managing the Army's strategic leader talent.

Kuwait

While forward deployed in direct support of Operations Enduring Freedom and Iraqi Freedom, responsible for personnel accounting and strength reporting operations, replacement operatioins and deployment/redeployment programs for more than 200,000 Joint Service members, Department of Defense Civilians and contractors in 14 countries. Promulgated policy programs to maintain technical oversight and direction of theater Army personnel policies. Advised and made recommendations to human resource staff members at Headquarters, US Central Command, The Joint Staff, and Office of the Secretary of Defense in order to implement wartime standards of support. Executed Title 10 authority and oversight of the following programs in the command’s 14-country area of responsibility: United Services Organization activities; Army Substance Abuse; Suicide Prevention; Department of State Naturalization; Morale, Welfare and Recreation; Rest and Recuperation Leave Program; Voting Assistance; and the Combined Federal Campaign. Managed a Rest and Recuperation Leave Program Budget valued at more than $600 million. Led and synchronized the efforts of 36 employees.

Pentagon, Washington, Dc

Responsible for overall administration of the office comprised of more than 20 human resource professionals to prepare and process general officer nominations for Presidential approval and United States Senate confirmation; retirements; promotions management and promotion boards; internal and external reports; special correspondence; public announcements; and human resources management orders. Served as the US Army proponent for the General Officer’s Enlisted Aide Program. Conducted daily coordination with Army commands worldwide, the Army Staff, The Joint Staff and the Office of the Secretary of Defense.

Pentagon, Washington, Dc

Advised the Chief of General Officer Management Office on all matters pertaining to inter-service (Joint) management of the Army’s general officer population while servining in a joint position. Developed a human resource succession plan for the Army’s strategic leadership (4-, 3-, 2- and 1-Star generals) to ensure adequate joint experience and qualifications. Responsible for identifying candidates, obtaining the Chief of Staff, Army and Secretary of the Army approval, preparing nominations for the Chairman of the Joint Chiefs of Staff, extensions and/or curtailments. Ensured that the Army met the 24-month general officer joint tour length average mandated by law. Served as legislative affairs officer, responsible for development and/or review of legislation pertaining to general officer management. Coordinated general officer service on Army centralized selection human resource boards to ensure Army, diversity and equal opportunity interests were met. Promoted to lieutenant colonel.

Fort Leavenworth, Ks

Attended the US Army Command and General Staff College.

Greater Minneapolis-St. Paul Area

Commanded a 35 person jointly-staffed, geographically detached military entrance processing station. Executed qualification standards and aptitude testing for over 5,000 annual accessions from within the states of Minnesota and Wisconsin. Collaborated with stations across the nation to develop, implement, evaluate and execute Department of Defense accession policies, procedures and regulations. Principal steward of the command’s resources consisting of three sections and an annual budget in excess of $2 million. Marketed, coordinated and administered the Armed Services Vocational Aptitude Battery program to 22,600 applicants/students at 9 remote sites and 357 educational institutions. Responsible for training, logistics, administration, budget administration, discipline, morale, welfare and professional development of all personnel. Synchronized command mission execution with the five service recruiting commands and numerous federal and state agencies.

Schofield Barracks, Hi

Supervised a combined staff of 100 military and civilian employees while serving more than 17,000 soldiers and their families. Responsible for the management of personnel operations and services for over 50 units in the state of Hawai’i. Provided human resource transactions in centralized in/out-processing, identification cards and passports, reassignments, family travel, deployment and mobilization processing, announcement of centralized promotion boards, transition processing, voluntary chapters, Army Career and Alumni Program, retirement services, human resource information systems operations and installation postal operations in conjunction with the US Postal Service. Managed and administered a $2 million budget. Promoted to major.

Fort Shafter, Hi

Responsible for the management of more than 2,400 officers assigned throughout the US Army-Pacific area of responsibility (Hawai’i, Alaska and Japan). Planned, developed, and directed human resource systems including personnel accounting, replacement operations, classification and reclassification, assignment and reassignment, curtailments and extensions, and the professional development of a staff of four. Coordinated personnel management activities with the Army Staff and the Army Human Resources Command both located in Washington, DC.

North Chicago, Il

Served as the Deputy Human Resources Officer for a command geographically dispersed across 65 military entrance processing stations comprised of an employee population in excess of 1,400 military personnel representing all five uniformed military services. Developed staff manning and administration. Developed, coordinated, and implemented human resource policies and procedures. Coordinated with the human resource commands of each service. Managed the command’s human resource information system. Managed the efforts of a staff of seven.

Fort Jackson, Sc

Attended the advanced human resources officer course.

Fort Lewis, Wa

Responsible for the supervision, direction, health, morale, welfare and human resource readiness of 75 assigned soldiers disbursed throughout seven staff sections. Developed, executed and sustained human resource programs encompassing safety, equal opportunity, alcohol and drug control program, continuity of operations program, worksite physical security, employee training management, logistics accountability, and employee voter registration.

Fort Lewis, Wa

Primary human resource officer for almost 1,000 soldiers. Supervised a staff of six to provide human resource transactional services to all employees including: human resource staffing, personnel evaluations, employee awards program, worksite safety, equal employment opportunity, and public affairs. Promoted to captain.

Fort Lewis, Wa

Assistant human resource officer for almost 20,000 soldiers. Supervised a staff of eight. Assigned human capital assets to more than 50 companies located on Fort Lewis and satellite installations. Worked with Forces Command and the Army’s personnel command to ensure knowledge, skills and abilities of inbound personnel was appropriate. Managed Foreign Language Proficiency Pay, Special Duty Pay and confirmed requirements of special skill identifiers prior to updating the human resource information system. Served as a member of the monthly Installation Medical Retention Board that made career retention decisions on behalf of soldiers injured at the workplace.

Fort Lewis, Wa

Human resources officer for a military intelligence organization comprised of almost 800 soldiers. Coordinated staff responsibility for all aspects of human resource transactional services to include personnel accounting, human resource information system management, office administration, safety, postal services and drug and alcohol testing. Promoted to first lieutenant.

Fort Lewis, Wa

Managed human resource transactional services provided by a staff of 13 for more than 20,000 personnel files. Maintained manual and automated human resource information systems, and processed more than 2,200 personnel evaluations/month,

Fort Benjamin Harrison, In

Madison, Wisconsin Area

Served as student intern conducting interviews and performing standardized tests in order to place temporary employees.

Brussels Area, Belgium

Shift supervisor at NATO Headquarters dispatching secure communications within the US Military Delegation and US Embassy, Brussels, Belgium. Maintained secure communications system to ensure the military representative and ambassador were able to communicate globally. Promoted to specialist.

Forts Dix, Nj And Gordon, Ga

Attended basic training at Fort Dix, NJ and advanced individual training at Fort Gordon, GA.

Madison, Wisconsin Area

Performed data entry during tax season.

Mount Horeb, Wi

Delivered daily newspapers to customer residence, managed accounts receivable and payable, and was responsible for expanding subscriber base.

Ma, Organizational Behavior, Human Resources

Aa, Mortuary Science, Funeral Service And Mortuary Science

Activities and Societies: Pi Sigma Eta honors fraternityAccepted for attendance from September 2013 to September 2014.

Diploma, Military Operational Art And Science/Studies

Diploma, Human Resources Management/Personnel Administration, General

Activities and Societies: Full time student at the Army's Human Resources school.

Bba, Human Resources, Leadership, Rotc

Activities and Societies: Army Reserve Officer Training Corps

Diploma

Activities and Societies: National Honor Society Who's Who Among High School Students Editor, School Yearbook French Club Competitor.