Jon David (Jp) Palfreeman Email & Phone Number

Fort Worth, Tx, Us

Fort Worth, Tx, Us

Fort Worth, Texas, Us

Financial AdvisorMDRT Qualifier 2019

Fort Worth, Texas, Us

Financial Advisor / consultant to HNW clients, business owners, and companies. Retirement Income planning and Financial Planning. Life Insurance, Annuities, and Long Term Care.

Jackson, Ms, Us

Agent / Financial Advisor in the areas of Auto, Home, Life, Health, Business, and Retirement.

New York, Ny, Us

Senior Financial Advisor to High Net Worth Individuals, Corporations, Corporate Executives, and Small Businesses; providing investment advice, recommendations, and financial planning using the Total Merrill platform.

New York, Ny, Us

Agency Director primary responsibility, recruit, coach, teach, train, lead, develop, and retain a unit of successful Financial Advisor’s. The activities are driven by the Business Plan of the Firm and with MetLife business planning objectives.• Principal Responsibilities: 1. Recruiting: Recruit FA’s to MetLife and guide applicants through the selection process. Understand and meet diversity and recruiting objectives, as articulated in the Firm’s Business plan.2. Performance Management: Manage, develop, and coach FA’s. Requires active management of FA’s, which includes joint sales calls and regular meetings, and ISPC’s. Develop a performance plan with each FA, which specifically addresses development needs, production requirements, appointments and sales expectations. Each plan reflecting the Firm’s overall goal.3. Compliance: Maintain an ethical and professional work environment. Ensure FA compliance with MetLife’s good business practice processes. Enforce compliance rules and guidelines and partner with senior management, compliance and legal as appropriate. Act as a supervisory registered representative when managing a registered detached site and fulfill all obligations to that role.4. Professional Development: Maintain knowledge of current products. Stay up-to-date on MetLife policies, systems, tools and with Industry trends regard field management best practices. Participated in company-sponsored management and leadership development programs. Complete continuing education requirements to maintain licenses. Obtain professional designations and NASD registrations, as required.

Jackson, Ms, Us

Agent / Broker / Advisor to Individuals, Small Businesses, Farmers, and Corporate Executives• Life, Annuity, Health, Disability, Property and Casualty Insurance Agent• Financial Advisor to clientele involving, retirement, disability, health, life insurance, and annuity accounts and services• Estate Planning with HNW clients including Large Case issue of Permanent and Last-to-Die policies for Estate Tax Purposes• Manage and grow a Multi-Million Dollar Property and Casualty book of business• Arkansas Blue Cross and Blue Shield Agent / Specialist for Individual and Group Policies• Develop and implement marketing strategy for new business• Implement and Maintain a referral based practice• Provide assistance with product analysis• Coordinate and manage office duties with staff• Sales Seminars to Groups• Long Term Care Policy Specialist

Bachelor Of Science (B.S.), Pre-Medicine/Pre-Medical Studies / Biomechanics- Physiology

Education record