Juan Carlos Jimenez

Managing Director of Anthem Risk Management at Anthem Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Miami-Fort Lauderdale Area
Languages
  • English Professional working proficiency
  • Spanish Professional working proficiency

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Credentials

  • Series 63 License
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2016
    - Nov, 2024
  • Series 6 License
    Financial Industry Regulatory Authority (FINRA)
    Apr, 2016
    - Nov, 2024
  • 2:15 License - LIFE INCL VAR ANNUITY & HEALTH
    Florida Department of Financial Services
    Mar, 2015
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Director of Anthem Risk Management
      • Jul 2019 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2015 - Jul 2019

      Backed by the strength of Northwestern Mutual, my team and I would provide our clients with a balanced approach to achieving their goal of financial security, assuring that their intentions have been understood and their needs are being addressed. And when it came to implementing solutions, utilizing the full capabilities of Northwestern Mutual were leveraged to provide them with exclusive access to a comprehensive variety of products and services. Our fundamental standards that guide our daily decisions are: • To first seek and understand our clients goals and objectives • To always be advocates for our clients' visions • To treat all relationships with trust, integrity, and commitment • To be lifelong learners and provide expert guidance and service Show less

    • United States
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Network Sales - Account Executive - Univision Networks
      • Apr 2008 - Nov 2014

      In charge of maintaining and creating incremental investment opportunities utilizing 360 platform initiatives for Fortune 500 Corporations (i.e. Ford Motor Company, Dish Network, Olive Garden & S.C. Johnson).• Optimized performance of client portfolio generating revenue of $65M+ per year • Instrumental in negotiating Upfront annual commitments which significantly enhanced business growth• Strategically developed and executed business plans & reviews• Targeted and built relationships with key clients & agency decision makers Show less

    • Local Sales - Account Executive - WLTV-CH 23 & WAMI-CH 69
      • Jan 2003 - Apr 2008

      Increased share of existing clients and developed new business by integrating Television, Radio & On-line components.• Increased sales by 20% yearly• Developed promotional and community awareness campaigns focused on client’s goals, objectives & ROI expectations• Managed client’s accounts with revenue of over $5M+ per year• Recipient of the Integration Sensation Award 2004 & 2005

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Local Sales - Account Executive - WFOR Ch-4
      • May 2001 - Jan 2003

      Responsible for managing all steps of developmental business sales cycle: prospecting, presenting, overcoming objections, negotiating and closing the sale. • Excelled at building rapport and establishing trustworthy client relationships • Handled business to business collections – resulting in customer retention & overall increased revenue from cancelled or passed due accounts • Monitored and called on competitor’s customers to develop additional revenue opportunities • Recipient of the New Business Incentive Award 2002 Show less

Education

  • University of Florida
    Bachelor's Degree, BSBA - Business Administration
    1994 - 1998
  • Christopher Columbus High School
    1991 - 1994

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