James R. Brown, Mba, Lutcf, Cdei Email & Phone Number

Kansas City, Mo, Us

St. Louis, Mo (Office Located Kansas City, Mo)

Virtual and in-person teaching, training, coaching; course development, design, editing, presentation; specialize LH/PC insurance and primary series securities; company clients and candidates include demographics throughout all US statesCourse creation and curriculum updates include written, visual, graphic, and animated content; extensive success in training complex topics in a more understandable, organized, and manageable approach to candidate retentionEffective communications with diverse groups from virtually all backgrounds; account for individual as well as group learning needs, styles, and cultural considerations in teaching and delivering candidate education and service needsSKILLS:Leadership - High energy team leader; Motivational group speaker; Prioritize high-value activities; Applied risk managementFunctional - Focused results-driven planning, tracking, and evaluation; Budgeting and forecasting; Proficient financial statementsTechnical - Live class and webinar design, delivery, and assessment; Multimedia communications; Excel database managementOrganizational - Promote stakeholder interests; Facilitate internal company communications; Advocate new revenue opportunitiesRelational - Personable and respectful of others; Patient and empathetic; Trustworthy and reliable; Promote emotional intelligence, critical to maintaining productive relationships, reinforcing company reputation and repeat business

Kansas City, Missouri Area

Approaching 30 years helping people protect their assets, increase income, and save taxes. Trained and developed other agents, advisors, and professionals achieve as well as maintain their licensing, continuing education, compliance, regulation, for insurance, securities, law, and accounting. Create greater customer value, energize productive resources, sales and customer service management, through most cost-effective and ethical means possible, serving the best interest of clients and those they care about.PURPOSE:•Market Research•Industry Contacts•Career Networking•Enterprise PlanningACTIVITIES:•Following Economic Trends•Attending networking events•Researching Industry Leaders•Exchanging Industry Discussion

Leawood, Ks

Increased revenue to $12.4M annually from $10.5M, creation revenue generating instructor department, designed content, conduct live, online, video recorded classes; personalize complex topics in understandable mannerSupplemented revenue $1.1M, generated greater repeat customer rate, promote career advancement, encourage referrals, Volume Licensing Agreements, managed creation of additional course offerings, 91% positive ratingExpanded revenue an additional $900K annually, by originating more diverse service offerings across greater scope of the product value chain, e.g., recruitment and training sales and customer service departments, continuing education

Westborough, Ma

Created, managed, and conducted revenue opportunities and deliver FINRA training classes for insurance company clients, applied prelicensing live class training for multiple securities courses across numerous locations for customer service and sales teams, generating over $126K revenues.Produced customer satisfaction rate over 93%, expanded customer relationships, training opportunities, managed and created content as well as delivery process, established performance and accountability metrics for agent activity and results.Organized personal coaching, weekend offerings, assisted in processing agent U4 license registration and requirements. Integrated multiple diverse content and training platforms, applied personalized analogies and creative story scenarios to successfully communicate and motivate understanding of complex topics.

Overland Park, Ks

Enhanced productivity an additional $4.5M annual agency premium, by implementing comprehensive product planning and advanced market training programs for new and experienced agents and fee-based advisors, and improving retention by 24%Produced personal annual average $2.5M premium, over 220% of production goals, generated an average additional $240K premium through joint field work annually, comprehensive agent target-market training, case design, customer service

Kansas City, Missouri Area

Strengthened average class evaluation results as adjunct professor with Devry-Keller, to 94% from 78% positive student rating, by creative delivery financial planning courses; topics included public policy, industry trends, securities applicationsExtended first-time exam pass rates as instructor with AD Banker, to 86% from 62%, resulting in 7% greater enrollment, as indicated through agent referrals; adapted content delivery through more effective interactive live-class approach

Kansas City, Missouri Area

Achieved additional annual agency premium production $3.5M, presented live sales seminars attended by up to 150 prospects; specialized in estate planning and business markets; developed and reinforced agent activity tracking and controlGenerated up to $125K gross annual commissions; initial sales activity involved personal and group markets; products included variety of insurance, securities, risk management, business consulting, and fee-based financial planning applications

Olathe, Ks

Elevated net sales margins over 6% of $55M average annual revenues, by creation, operation, enforcement of bar-code media manufacturing cost control, product pricing; managed across three divisions, serving domestic and international customers

Mba, Strategic & Operations Management

Bachelor Of Science - Bs, Economics & Political Science