James R. Brown

Financial Service Instructor Customer Service Course Creation & Delivery @Colibri Group

Virtual and in-person teaching, training, coaching; course development, design, editing, presentation; specialize LH/PC insurance and primary series securities; company clients and candidates include demographics throughout all US statesCourse creation and curriculum updates include written, visual, graphic, and animated content; extensive success in training complex topics in a more understandable, organized, and manageable approach to candidate retentionEffective communications with diverse groups from virtually all backgrounds; account for individual as well as group learning needs, styles, and cultural considerations in teaching and delivering candidate education and service needsSKILLS:Leadership - High energy team leader; Motivational group speaker; Prioritize high-value activities; Applied risk managementFunctional - Focused results-driven planning, tracking, and evaluation; Budgeting and forecasting; Proficient financial statementsTechnical - Live class and webinar design, delivery, and assessment; Multimedia communications; Excel database managementOrganizational - Promote stakeholder interests; Facilitate internal company communications; Advocate new revenue opportunitiesRelational - Personable and respectful of others; Patient and empathetic; Trustworthy and reliable; Promote emotional intelligence, critical to maintaining productive relationships, reinforcing company reputation and repeat business