Mortgage Protection Specialist looking for Mortgage Brokers to legally split commissions (see below). TopLinked.com
Greater Chicago Area
Mortgage Protection Specialist looking for Mortgage Brokers to legally split commissions (see below). TopLinked.com
Greater Chicago Area
Mortgage Protection Specialist working to help clients protect their families from the death or disability of the family's income earners.
* Non-Med Rapid Decision Mortgage Life Protection (includes benefits NO other company offers. i.e. no war or terror strike exclussion).
* Bring Multiple Life Insurance Options To My Clients (including Unhealthy people).
Provide "Safe money" investments for long term investment monies. i.e. 401k Rollovers, 403b Rollovers, IRA options, General Retirement Monies, and College Planning.
I can set up a Mortgage Broker as a business entity (fill out a simple form provided by the state) offering Mortgage Protection (Life and Disability) with a non-employee licensed agent. Then we can negotiate on splitting commissions. You build a stronger relationship with your client and it provides you with another reason to keep in touch with them. This can be very profitable to you, find out more by emailing me at thompson.bradj [at] gmail.com or calling me at 630-408-8745.
(Self-Employed; 1-10 employees; Insurance industry)
May 2008 — Present (5 months)
*Prospects request a quote and we follow up with the prospect to bring multiple Non-Medical Mortgage Protection Options to a clients situation.
*We provide multiple options for coverage to people with hard to cover health issues.
*Providing "Safe Money" Investment Options.
*Providing Profitable Partnerships with Realtors and Mortgage Brokers to bring Mortgage Protection to their clients.
****Providing a road map for people of all backgrounds, to start working with a profitable sales system which has LEADS to call on.***
*I can be reached at thompson.bradj [at] gmail.com or feel free to call me at 630-408-8745.
(Non-Profit; 1-10 employees; Religious Institutions industry)
June 2003 — Present (5 years 4 months)
*A leader on the Media Arts team for the Shorewood Campus
*A leader on the Support and Recovery team for the Shorewood Campus
(Public Company; 10,001 or more employees; MS; Financial Services industry)
June 1999 — January 2008 (8 years 8 months)
• Initiated and developed sales relationships within whirehouse distribution channel in San Francisco Bay area from 2006 - 2008.
• Fiscal Year 2007 increased year-over-year sales at Smith Barney by 98%, Merrill Lynch by 22%, and Wachovia by 12%.
• Fiscal Year 2007, $161 million in sales 86% to goal and a 13% year-over-year increase.
• Fiscal Year 2006, $143 million in sales 92% to goal and a 53% year-over-year increase.
• Total activities (telephone, email and correspondence) with my financial advisors consistently exceeded all of my peers.
• Active in company interacts/due diligence meetings, deepening our product use and client relationship.
• Covered four different territories, 1999 - 2005 Arizona and New Mexico, 2005 Central California, in all channels of distribution, interpreting the unique investment characteristics and cultural differences in each geographical area.
• 401(k) Request For Proposals (RFP) fund menu turnaround time and accuracy always exceeded expectations.
(Non-Profit; 10,001 or more employees; Non-Profit Organization Management industry)
April 2002 — October 2002 (7 months)
•Active member of the team that brought Toastmasters to Van Kampen
•Served one term as Vice President of Education, Toastmasters International.
•Actively promoted participation in Toastmasters speaking contest, with several members participate and a member of the group receiving a top three placement.
(Privately Held; 1001-5000 employees; Insurance industry)
March 1998 — June 1999 (1 year 4 months)
•Co-Wrote and executed business plans for three top producing Agents, including the District Manager.
•Assisted individual and business clients in planning for their life insurance, retirement and estate planning needs.
•Obtained Dunn & Bradstreet list to target and transition current and newly acquired small business clients into the SIMPLE retirement plan option.
•Reviewed vendor contracts and acquired new phone and mail service providers.
•Attended Advanced Presentation School.
(Privately Held; 1001-5000 employees; Insurance industry)
January 1995 — March 1998 (3 years 3 months)
• Sold life, health, disability insurance, and investment products
Chartered Life Underwriter (CLU) 6 of 10 classes 1996 — 1997
BS, Finance, 1993 — 1994
Emphasis in Accounting. (17 hrs)
AS, Business, 1992 — 1993
professional development, new technology, investing, family activities and serving in my church
Volunteer Media Arts Leader in my multi-site church www.CommunityChristian.org, Sales Professionals Networking
Served one term as Vice President of Education for my former companies Toastmasters group.