James E. Massicotte

Executive Business Leader | Strategic Planning & Business Consulting | Entrepreneurial Leadership | Financial Business Acumen Expertise l Sales Development Aptitude l M&A Savvy,\\n\\nLocal, Regional, National, International

Role
Bankers Life - Owner Operator Financial Consultant at The Assurance Group
Location
Clovis, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About James E. Massicotte

Recognized for building strong relationships, inspiring teams, and consistently driving organizational success through strategic thinking and collaborative leadership Partnered with third-generation mom-and-pop companies, delivering executive coaching and life coaching as a Lead Specialist, playing a crucial role in transforming these businesses into successful, thriving enterprises Secured and managed high-profile contracts with major clients including Toys R Us, Mervyns, Coca-Cola, Pepsi, and various federal and municipal agencies, ensuring seamless business continuity and operational excellence Built strong rapport and managed over 1,100 customers and 600 employees across Texas, Las Vegas, and California as Facility Director, inspiring a culture of excellence and exceeding expectations Provided comprehensive end-to-end consulting services, focusing on executing the successful sale of a business for $2.2M, while minimizing costs and maintaining operational risk at bay through strategic planning and execution

Experience

  1. Bankers Life - Owner Operator Financial Consultant

    The Assurance Group

    Feb 2022 — Present

    Sell life insurance policies and annuities to clients, consistently meeting and exceeding sales targets.• Provide exceptional client service by helping clients assess their financial needs and develop personalized financial plans.• Prepare and submit detailed proposals and documents to underwriters, ensuring accuracy and timely processing.

Education

  • Business Institute of America (Hyde Park NY)

    Bachelor's degree

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James E. Massicotte — Bankers Life - Owner Operator Financial Consultant at The Assurance Group in Clovis, CA, US | Unifers