See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JW

Jim Wells

Business Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Business Benefits, DBA</span>
Intro Book
Jim Wells, a seasoned financial expert with 18+ years of experience in personal financial planning, management, and training, holds a Master's degree in Communication/Psychology from Southwest Texas State University.
  • Claim this Profile
Location
Rochester, New York, United States, US
Skills
  • Personal Financial Planning
  • Business Benefit Solutions
  • Management And Training
  • Disability Insurance
  • Financial Services
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
I'm Jim Wells, based in Rochester, New York, with over 17 years of experience in personal financial planning and business benefit solutions. I hold a Master's Degree in Communication/Psychology from Southwest Texas State University and a Bachelor's Degree in Communication Arts/Psychology from Cornell University. My professional journey includes roles as a Business Owner, Account Executive at The Hartford, and a Financial Services Development Consultant at Allstate Financial Services, where I specialized in training and management. I am proficient in various financial services including life insurance, investments, and disability insurance. My skills extend to management and training, enabling me to effectively lead teams and develop successful sales programs.

Experience

  • Business Benefits, DBA
    • Rochester, New York Area
    • Business Owner
      • Jun 2006 - Present
      • Rochester, New York Area

      Products offered: Group Life, Health, Disability, Dental.Voluntary Employee Benefits (Colonial/Paul Revere)Individual Financial Planning

  • The Hartford
    • Rochester, New York Area
    • Account Executive - Life Wholesaler
      • Jan 2012 - Apr 2013
      • Rochester, New York Area

      Develop working relationships with assigned brokerage firms and independent brokers.Provide point-of -sale support through customized case design and client consultation.Profile producer BOB to identify and develop advanced market sales.Conduct product and concept training with brokers and client...

  • Allstate Financial Services, LLC
    • Upstate New York
    • Financial Services Development Consultant (FSDC)
      • Jan 2006 - Jun 2010
      • Upstate New York

      Implemented Allstate Financial Sales System in Upstate New York markets.Recruit, trained and developed Financial Specialists to produce using Allstate model.Facilitated partnerships between Financial Specialists and P&amp;C agents to cross sell clients.Trained P&amp;C staff to solicit Financial ...

  • Prudential Financial
    • Rochester, New York Area
    • District Sales Manager
      • Jun 1987 - Dec 2006
      • Rochester, New York Area

      Recruit, train and manage new agentsProvided coaching and field support to veteran agentsDeveloped and supervised successful sales programs focused on defined marketsMaintained accountability to sales objectives and compliance procedures

  • Texas State Hospital System
    • Big Spring, Tx.
    • Staff Psychologist
      • Jan 1975 - Nov 1986
      • Big Spring, Tx.

      Comprehensive intake evaluations to establish diagnosis & treatment recommendations.Ongoing psychological evaluations to determine appropriateness of treatment plans.Group, individual and outreach family counseling appropriate to patient population.

Education

  • 1972 - 1974
    Southwest Texas State University
  • 1968 - 1972
    Cornell University
  • Rush - Henrietta High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles