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James Wilson

Jacksonville, Florida USA

About

Grew up playing multiple sports starting at age 3. Played baseball throughout high school and eventually played D1 baseball at the University of North Florida. Big time advocate of golf as well.

Experience


Agent

Jan 2020 - Present
Offering life insurance, fixed annuities, long-term care insurance, and financial strategies for retirement planning to individuals. Responsibilities include creating business and marketing plans, prospecting for potential clients, and providing solutions using the New York Life suite of products and services

Junior Account Manager

Aug 2019 - Dec 2019
Face to face sales and customer service to new and existing customers. Responsible for maintaining and developing interpersonal relationships with existing and prospective clients. Business to business sales - office and medical supplies

Logistics Specialist

Jun 2018 - Jul 2019
Negotiated with different carriers to establish a profitable rate for hauling customer freight. Successfully able to achieve all assigned sales targets while meeting established profit goals. Responsible for ensuring that the individual drivers meet the agreed upon requirements for customers and working with the in-house customer representatives.

Education


Finance - Bachelors
Aug 2014 - Apr 2019

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