James Oonyu
Financial Professional @World Financial Group (WFG)
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WORK HISTORY
Financial Professional @World Financial Group (WFG)
US
Builds and develops customer relationships within the community to promote WFG insurance policies.• Develops leads, schedules appointments, identifies customer needs, and markets appropriate products and services.• Provides prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, and coverage.• Life insurance protection: helps clients prepare for uncertainty. Walks clients through the main types of insurance and helps them decide which one is right for them.• Retirement strategies: provides clients with various options to help them prepare for their leisure years without sacrificing their quality of life.• Business strategies: Helps small business owners ensure the future safety of their businesses and employees.• College funding: Shares useful tactics on how to effectively support children’s future while still saving for the client as well. • Long-term care: helps ensure that the client’s expenses are covered when extended care is needed.• Legacy Strategies: works with clients’ attorneys and tax professionals to fund legacy strategies, including life insurance products, to secure your loved ones.
EDUCATION
Liberty University
Doctor of Philosophy - PhD, Business Administration
Centre for Basic Research, Uganda
Postgraduate Certificate, Research Methods & Writting Skills
University of Maryland Global Campus
MBA
Ndejje University
Bachelor's degree, Development Studies
University of Maryland Global Campus
Master of Science (M.S.), Non-Profit/Public/Organizational Management
ABOUT JAMES OONYU
I work with over 10 reputable insurance companies offering various financial products and services to individuals and families. As an independent financial professional, I have more flexibility and autonomy in choosing the products and services that best suit my client’s needs and goals. I also always act in my client\'s best interests, prioritizing transparency and communication while adhering to ethical standards and regulations.
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