James Craven
Personal Risk Advisor @IMA Financial Group, Inc.
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2016 — Present
Personal Risk Advisor @IMA Financial Group, Inc.
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Charlotte, NC, US
Create strong and lasting relationships • Evaluate each client’s personal risk exposures to develop customer-specific action plans• Educate and equip clients to make well-informed insurance decisions
EDUCATION
2011 — 2015
University of North Carolina at Charlotte
Bachelor’s Degree
SKILLS
ManagementTeam BuildingCustomer ServicePowerpointMicrosoft ExcelLeadershipProperty & Casualty InsuranceMicrosoft OfficeSalesResearchMicrosoft WordPublic SpeakingSocial MediaTime ManagementEvent Planning
ABOUT JAMES CRAVEN
Born and raised in Charlotte, I enjoy being involved in the community and helping those…
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