Jim Harris

Personal Financial Consultant

Role
Regional Leader at Primerica
Location
Martinsville, IN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jim Harris

Over 30 years in the financial services industry, over 20 years with Primerica Financial…

Experience

  1. Regional Leader

    Primerica

    May 1998 — Present

    I work as a Personal Financial Coach!Offering a written Financial Needs Anyalysis (FNA) for individuals and families. With me, it\'s about teaching not selling. Taking an educational, holistic approach in helping people through consultations and written planning, to increase cash-flow, budget, reduce debt, save & invest and provide proper insurance protection. Specializing in Retirement and College Planning. Fully licensed to implement solutions in Insurance and Investments. Also, I offer Financial Seminars to companies, groups organizations and churches.

Education

  • Marian University Indianapolis

    Paralegal, Legal Research, Criminal Law, Family Law, Torts, Estates, Trusts & Probate.

    1993 — 1995

  • Indiana University Indianapolis

    AAS, Computer Programming & Data Processing

    1981 — 1984

Skills

  • Event Management
  • Investment Strategies
  • Project Planning
  • Leadership Development
  • Budgets
  • Life Insurance
  • Finance
  • Investments
  • Strategic Planning
  • Strategy
  • Customer Service
  • Time Management
  • Entrepreneurship
  • Estate Administration
  • Management
  • Team Building
  • Retirement Planning
  • Marketing
  • Selling
  • Start-Ups
  • Loans
  • Sales
  • Training
  • New Business Development
  • Small Business
  • Term Life Insurance
  • College Savings Plans
  • Coaching
  • Fundraising
  • Business Networking
  • Retirement
  • Strategic Financial Planning
  • Business Planning
  • Online Marketing
  • Banking
  • Business
  • Estate Planning
  • Public Speaking
  • Consulting
  • Analysis

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Jim Harris — Regional Leader at Primerica in Martinsville, IN, US | Unifers