James Smith

I have been a competitive, commission earning sales professional for 20 plus years.I have been successful as a retail investment advisor, regional manager,and regional investment wholesaler for both mutual funds and annuities. I am comfortable in saying I performed always as expected and better. Usually in the top quartile or higher in sales. I want to continue my expert enthusiastic, positive, sales career with an organization that wants the best and can see what I can bring to the table. I am a strong individual contributor, as well as a consummate team player. My morals and work ethic are second to none. Specialties: My specialty is finding assets and getting them over to my organization. I am very good with ALL types of people. I was told by my mother in law, "Terry, you can make the most difficult subjects, so easy to understand." I am a relationship nurturer.