Allegis Advisor Group
Description
Address: 10235 S Jordan Gateway #100, South Jordan, UT 84095 Hours: Closed ⋅ Opens 8AM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 418-1788: : : : Website: : Category: Place name: : Website: http://www.allegisag.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Allegis Advisor Group Posting publicly on the Web Write a review Reviews 1 Google review From Allegis Advisor Group "Allegis Advisor Group provides a diverse, high-quality carrier and product selection for the independent wealth and insurance advisor."
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Allegis Advisor Group Employees
Employee
Years
Job
Industry
Lynn B. Thurgood Lynn B. Thurgood's Allegis Advisor Group Experience 2009 - Present
Job Retirement Lifestyle Specialist Wealth Advisor, Insurance | IRA | Annuity | Income | Estate | Investments
Industry Financial Services
Experience
Oxford Wealth Advisors, LLC 2011 - Present
Lynn B. Thurgood & Associates July 1987 - Present
Insurance Network, Inc. January 1993 - Present
The Oxford Group, LLC January 1999 - Present
SOFA - Society for Financial Awareness September 2011 - Present
Roberts Retirement Focus Group 2009 - Present
Allegis Advisor Group 2009 - Present
Producers Equity Group 2008 - Present
Midland National Life - Annuity Division 2001 - Present
Beneficial Financial Group July 1999 - October 2009
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, IRAs, Insurance, Financial Planners, Long-term Care, 401k, Investment Advisory, Wealth Management, Wealth Accumulation, Wealth, Term Life Insurance, Health Insurance, Whole Life, Series 6, Universal Life, Series 63, Income Protection, Annuities, Annuity, IRA's, Retirement Income..., Wealth Transfer, Asset Protection, Insurance Planning, Long Term Care, Money, Asset, Wealth Preservation, Asset Management, Financial Analysis, Retirement Solutions, Alternative Investments, Reporting & Analysis, Social Security, Fixed Income Strategies
Education
Institute of Business & Finance 2009 — 2010
CAS, Fixed, Fixed Index and Variable Annuities
The American College 1989 — 2001
Chartered Life Underwriter, Financial Services
The University of New Mexico 1976 — 1980
Pre-Pharmacy & Accounting
Oxford Wealth Advisors, LLC 2011 - Present
Lynn B. Thurgood & Associates July 1987 - Present
Insurance Network, Inc. January 1993 - Present
The Oxford Group, LLC January 1999 - Present
SOFA - Society for Financial Awareness September 2011 - Present
Roberts Retirement Focus Group 2009 - Present
Allegis Advisor Group 2009 - Present
Producers Equity Group 2008 - Present
Midland National Life - Annuity Division 2001 - Present
Beneficial Financial Group July 1999 - October 2009
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, IRAs, Insurance, Financial Planners, Long-term Care, 401k, Investment Advisory, Wealth Management, Wealth Accumulation, Wealth, Term Life Insurance, Health Insurance, Whole Life, Series 6, Universal Life, Series 63, Income Protection, Annuities, Annuity, IRA's, Retirement Income..., Wealth Transfer, Asset Protection, Insurance Planning, Long Term Care, Money, Asset, Wealth Preservation, Asset Management, Financial Analysis, Retirement Solutions, Alternative Investments, Reporting & Analysis, Social Security, Fixed Income Strategies
Education
Institute of Business & Finance 2009 — 2010
CAS, Fixed, Fixed Index and Variable Annuities
The American College 1989 — 2001
Chartered Life Underwriter, Financial Services
The University of New Mexico 1976 — 1980
Pre-Pharmacy & Accounting
D. Craig Rogers CLU D. Craig Rogers CLU's Allegis Advisor Group Experience July 2009 - December 2012
Job Regional Marketing Director at Penn Mutual Life Ins. Co. Rogers.craig@pennmutual.com
Industry Insurance
Experience
Penn Mutual Life Insurance company April 2014 - Present
Allianz Life NA / Life Sales January 2013 - April 2014
Presidential Life Insurance Co. January 2010 - December 2012
Allegis Advisor Group July 2009 - December 2012
Beneficial Financial Group September 2005 - September 2009
Ohio National Life Ins. Co. January 2004 - September 2005
Presidential Life Ins. Co. April 1996 - January 2004
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Long-term Care, Disability Insurance, Term Life Insurance, Series 7, Whole Life, 401k, Pensions, Wealth, Life Insurance, Sales Management, Universal Life, Annuities, Wealth Accumulation, Sales, Lead Generation, Mutual Funds, Employee Benefits, Account Management, Long Term Care, IRA's, Securities, Asset Protection, Insurance Planning, Wealth Transfer, Equity Indexed Annuities, Investments
Education
University of California, Berkeley 1982 — 1984
Chemistry
Fulton Montgomery Community College 1978 — 1981
Associate's degree, Mathematics and Science
College for Financial Planning
Certified Financial Planner Certification Professional Education Program, CFP Exam Passed
Professional Licenses
The American College
CLU/ChFC, Financial Planning and Services
Penn Mutual Life Insurance company April 2014 - Present
Allianz Life NA / Life Sales January 2013 - April 2014
Presidential Life Insurance Co. January 2010 - December 2012
Allegis Advisor Group July 2009 - December 2012
Beneficial Financial Group September 2005 - September 2009
Ohio National Life Ins. Co. January 2004 - September 2005
Presidential Life Ins. Co. April 1996 - January 2004
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Long-term Care, Disability Insurance, Term Life Insurance, Series 7, Whole Life, 401k, Pensions, Wealth, Life Insurance, Sales Management, Universal Life, Annuities, Wealth Accumulation, Sales, Lead Generation, Mutual Funds, Employee Benefits, Account Management, Long Term Care, IRA's, Securities, Asset Protection, Insurance Planning, Wealth Transfer, Equity Indexed Annuities, Investments
Education
University of California, Berkeley 1982 — 1984
Chemistry
Fulton Montgomery Community College 1978 — 1981
Associate's degree, Mathematics and Science
College for Financial Planning
Certified Financial Planner Certification Professional Education Program, CFP Exam Passed
Professional Licenses
The American College
CLU/ChFC, Financial Planning and Services
Tyrell Jensen Tyrell Jensen's Allegis Advisor Group Experience February 2010 - November 2013
Job Estate and Retirement Planner
Industry Financial Services
Experience
Allegis Financial Partners January 2014 - Present
Allegis Advisor Group February 2010 - November 2013
Beneficial Financial Group January 2009 - August 2009
Beneficial Financial Group February 2007 - April 2008
Jensen and Sons Estate and Retirement Planning April 2004 - February 2007
Skills
Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Strategic Financial..., IRAs, 401k, Estate Planning, Term Life Insurance, Wealth Management, Financial Planning
Education
Brigham Young University 2006 — 2010
Bachelor of Science (B.S.), Sociology
Allegis Financial Partners January 2014 - Present
Allegis Advisor Group February 2010 - November 2013
Beneficial Financial Group January 2009 - August 2009
Beneficial Financial Group February 2007 - April 2008
Jensen and Sons Estate and Retirement Planning April 2004 - February 2007
Skills
Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Strategic Financial..., IRAs, 401k, Estate Planning, Term Life Insurance, Wealth Management, Financial Planning
Education
Brigham Young University 2006 — 2010
Bachelor of Science (B.S.), Sociology
Missy Shepherd's Allegis Advisor Group Experience 2010 - February 2012
Job Adminstrative Assistant at Marvin F. Poer and Company
Industry Real Estate
Experience
Marvin F. Poer and Company February 2012 - Present
Southern Financial Consultants, Inc. January 2010 - February 2012
Allegis Advisor Group 2010 - February 2012
Southern Financial Consultants, Inc. November 2008 - February 2012
Skills
Insurance, Term Life Insurance, Public Speaking, Social Media, Customer Service, Office Management, Life Insurance, Sales, Small Business, Finance, Budgets, Marketing, Management, Employee Benefits, Financial Planning, Strategic Planning
Education
Georgia Perimeter College 2006 — 2010
Associates of Science in Business Adminstration, Business Adminstration
Loganville High School 2001 — 2006
College Prep, Business
Marvin F. Poer and Company February 2012 - Present
Southern Financial Consultants, Inc. January 2010 - February 2012
Allegis Advisor Group 2010 - February 2012
Southern Financial Consultants, Inc. November 2008 - February 2012
Skills
Insurance, Term Life Insurance, Public Speaking, Social Media, Customer Service, Office Management, Life Insurance, Sales, Small Business, Finance, Budgets, Marketing, Management, Employee Benefits, Financial Planning, Strategic Planning
Education
Georgia Perimeter College 2006 — 2010
Associates of Science in Business Adminstration, Business Adminstration
Loganville High School 2001 — 2006
College Prep, Business
Heath Bowen's Allegis Advisor Group Experience September 2009 - Present
Job Finding success by helping others find their own
Industry Financial Services
Experience
Allegis Investment Services May 2013 - Present
Allegis Advisor Group September 2009 - Present
BowenGroup January 2004 - Present
Skills
Fixed Annuities, Life Insurance, Investments, Retirement Planning, Wealth Management, Financial Advisory, Mutual Funds, Finance, Retirement, 401k, Small Business, Portfolio Management, Whole Life, IRAs, Strategic Financial..., Financial Services, Term Life Insurance, Long-term Care, Investment Advisory, Financial Planners, Wealth, Securities, Wealth Management..., Wealth Accumulation, Asset Allocation, Investment Strategies, Asset Management, Venture Capital, Private Equity, High Net Worth..., 401k Rollovers
Education
Brigham Young University - Idaho 1999 — 2003
BS, Finance
Eastern Idaho Technical College
Allegis Investment Services May 2013 - Present
Allegis Advisor Group September 2009 - Present
BowenGroup January 2004 - Present
Skills
Fixed Annuities, Life Insurance, Investments, Retirement Planning, Wealth Management, Financial Advisory, Mutual Funds, Finance, Retirement, 401k, Small Business, Portfolio Management, Whole Life, IRAs, Strategic Financial..., Financial Services, Term Life Insurance, Long-term Care, Investment Advisory, Financial Planners, Wealth, Securities, Wealth Management..., Wealth Accumulation, Asset Allocation, Investment Strategies, Asset Management, Venture Capital, Private Equity, High Net Worth..., 401k Rollovers
Education
Brigham Young University - Idaho 1999 — 2003
BS, Finance
Eastern Idaho Technical College
P. Fallon Jensen P. Fallon Jensen's Allegis Advisor Group Experience September 2010 - April 2011
Job Associate Product Manager at Citrix
Industry Information Technology and Services
Experience
Citrix September 2014 - Present
Product Camp South Florida February 2013 - August 2014
Verio, An NTT Communications Company December 2012 - August 2014
Verio, An NTT Communications Company July 2012 - December 2012
Oasis Patio Furniture March 2011 - July 2011
On Demand Software Inc. August 2010 - July 2011
Allegis Advisor Group September 2010 - April 2011
Survey Sampling International 2009 - 2010
Skills
Product Management, Market Research, Product Marketing, SaaS, Marketing Strategy, Cloud Computing, Management, Cross-functional Team..., Product Development, Business Strategy, Social Media Marketing, Stata, Data Analysis, Entrepreneurship, Competitive Analysis, SAS, Financial Modeling, Pricing Strategy, Cloud Marketing, Cloud Applications, Strategic Partnerships, Go-to-market Strategy, Leadership, B2B, Marketing, New Business Development, Pricing, Strategy, Start-ups, Product Launch
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Economics, 3.88 GPA
Citrix September 2014 - Present
Product Camp South Florida February 2013 - August 2014
Verio, An NTT Communications Company December 2012 - August 2014
Verio, An NTT Communications Company July 2012 - December 2012
Oasis Patio Furniture March 2011 - July 2011
On Demand Software Inc. August 2010 - July 2011
Allegis Advisor Group September 2010 - April 2011
Survey Sampling International 2009 - 2010
Skills
Product Management, Market Research, Product Marketing, SaaS, Marketing Strategy, Cloud Computing, Management, Cross-functional Team..., Product Development, Business Strategy, Social Media Marketing, Stata, Data Analysis, Entrepreneurship, Competitive Analysis, SAS, Financial Modeling, Pricing Strategy, Cloud Marketing, Cloud Applications, Strategic Partnerships, Go-to-market Strategy, Leadership, B2B, Marketing, New Business Development, Pricing, Strategy, Start-ups, Product Launch
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Economics, 3.88 GPA
Mark Enright's Allegis Advisor Group Experience August 2012 - Present
Job Owner at Enright Insurance Brokerage Services
Industry Insurance
Experience
Enright Insurance Brokerage Services March 2015 - Present
Southern Financial Consultants, Inc. September 2012 - Present
Humana July 2012 - Present
Cigna-HealthSpring October 2014 - Present
Aetna September 2014 - Present
Mutual of Omaha August 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2012 - Present
United Healthcare Medicare Solutions November 2014 - Present
Midwest Insurance Brokerage Service, Inc July 2012 - Present
Allegis Advisor Group August 2012 - Present
Skills
Life & Health Insurance..., Employee Benefits, Health Insurance, Life Insurance, Permanent Life Insurance, Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Customer Service, Direct Sales, Selling, Customer Satisfaction, Supervisory Experience, Budgets, Educational Leadership, Team Building, Technology Integration, Microsoft Office, System Administration, Strategy, Cafeteria Plans, Voluntary Employee..., Brokers, Retirement, Insurance, Administrative Work, Public Speaking, Critical Illness, Universal Life, Retirement Planning, Investments, Nonprofits, Leadership, Small Business, Long Term Care Insurance, Account Management, Accident Insurance, Long-term Care, Health Savings Accounts, Fixed Annuities, Accident, Whole Life, Flexible Spending..., Vision Insurance, Medicare, Medicare Advantage, Medicare Part D, Licensed Life & Health..., Property & Casualty..., Financial Services
Education
University of Iowa 1986 — 1988
M.A., Educational Administration
University of Northern Iowa 1975 — 1978
B.A., History, Education, PE
Enright Insurance Brokerage Services March 2015 - Present
Southern Financial Consultants, Inc. September 2012 - Present
Humana July 2012 - Present
Cigna-HealthSpring October 2014 - Present
Aetna September 2014 - Present
Mutual of Omaha August 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2012 - Present
United Healthcare Medicare Solutions November 2014 - Present
Midwest Insurance Brokerage Service, Inc July 2012 - Present
Allegis Advisor Group August 2012 - Present
Skills
Life & Health Insurance..., Employee Benefits, Health Insurance, Life Insurance, Permanent Life Insurance, Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Customer Service, Direct Sales, Selling, Customer Satisfaction, Supervisory Experience, Budgets, Educational Leadership, Team Building, Technology Integration, Microsoft Office, System Administration, Strategy, Cafeteria Plans, Voluntary Employee..., Brokers, Retirement, Insurance, Administrative Work, Public Speaking, Critical Illness, Universal Life, Retirement Planning, Investments, Nonprofits, Leadership, Small Business, Long Term Care Insurance, Account Management, Accident Insurance, Long-term Care, Health Savings Accounts, Fixed Annuities, Accident, Whole Life, Flexible Spending..., Vision Insurance, Medicare, Medicare Advantage, Medicare Part D, Licensed Life & Health..., Property & Casualty..., Financial Services
Education
University of Iowa 1986 — 1988
M.A., Educational Administration
University of Northern Iowa 1975 — 1978
B.A., History, Education, PE
Vernette Dees Vernette Dees's Allegis Advisor Group Experience October 2011 - Present
Job Sales Associate/Broker
Industry Insurance
Experience
Southern Financial Consultants, Inc. October 2011 - Present
Allegis Advisor Group October 2011 - Present
Aflac April 2004 - Present
Mary Kay Inc. May 1992 - May 2004
Colonial Life October 1988 - November 1996
Skills
Account Management, Sales Management, Sales, Customer Service, Management
Education
Columbia College (SC) 1979 — 1983
Bachelor of Arts (B.A.), Theater/Communications, 4.98 GPA
Southern Financial Consultants, Inc. October 2011 - Present
Allegis Advisor Group October 2011 - Present
Aflac April 2004 - Present
Mary Kay Inc. May 1992 - May 2004
Colonial Life October 1988 - November 1996
Skills
Account Management, Sales Management, Sales, Customer Service, Management
Education
Columbia College (SC) 1979 — 1983
Bachelor of Arts (B.A.), Theater/Communications, 4.98 GPA
Shelby Greer Shelby Greer's Allegis Advisor Group Experience October 2014 - Present
Job Life and Annuity New Business at Allegis Advisor Group
Industry Financial Services
Experience
Allegis Advisor Group October 2014 - Present
Pinney Insurance Center, Inc September 2012 - October 2014
Pinney Insurance Center, Inc October 2011 - September 2012
Pinney Insurance Center, Inc April 2009 - October 2011
The Producers Group January 2008 - April 2009
Matrix Direct August 2007 - January 2008
Skills
Term Life Insurance, Insurance, Long-term Care, Underwriting, Life Insurance, Brokers, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Whole Life, Retirement Planning, Wealth, Employee Benefits, Long Term Care Insurance, Estate Planning, Sales, Universal Life, Management
Education
Brigham Young University 2001 — 2007
Allegis Advisor Group October 2014 - Present
Pinney Insurance Center, Inc September 2012 - October 2014
Pinney Insurance Center, Inc October 2011 - September 2012
Pinney Insurance Center, Inc April 2009 - October 2011
The Producers Group January 2008 - April 2009
Matrix Direct August 2007 - January 2008
Skills
Term Life Insurance, Insurance, Long-term Care, Underwriting, Life Insurance, Brokers, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Whole Life, Retirement Planning, Wealth, Employee Benefits, Long Term Care Insurance, Estate Planning, Sales, Universal Life, Management
Education
Brigham Young University 2001 — 2007
Tina R. Jackovich Tina R. Jackovich's Allegis Advisor Group Experience January 2013 - Present
Job Jackovich Insurance Brokerage Services Life & Disability
Industry Insurance
Experience
Jackovich Insurance Brokerage Services May 2012 - Present
Southern Financial Consultants, Inc. February 2013 - Present
Allegis Advisor Group January 2013 - Present
Windy CRG, LLC. dba The Basement March 2013 - March 2014
TJ Davenport Group, Inc. dba Culpeppers March 2013 - March 2014
Aflac 2011 - October 2013
New Potentials Therapy, LLC October 1994 - February 1997
Mercy Hospital and Medical Center January 1993 - October 1994
Mercy Hospital and Medical Center December 1988 - January 1993
Mercy Health Care & Rehabilitation Center September 1986 - December 1988
Skills
Term Life Insurance, Whole Life, Universal Life, Section 125 Plans, Disability Insurance, Dental Insurance, Vision Insurance, Final Expense, Voluntary Employee..., Cafeteria Plans, Accident Insurance, Cancer Insurance, Cancer, Health Insurance, Insurance, Small Business, Expenses, Retirement Planning, Retirement, Medicare, Licensed Life & Health..., Workers Compensation, Fixed Annuities, Employee Benefits, Long-term Care, Life Insurance
Education
Governors State University 1989 — 1992
Bachelor of Health Administration, BHA, Health Care Administration
South Suburban College 1986 — 1988
Associate in Applied Science, AAS, Certified Occupational Therapy Assistant
Jackovich Insurance Brokerage Services May 2012 - Present
Southern Financial Consultants, Inc. February 2013 - Present
Allegis Advisor Group January 2013 - Present
Windy CRG, LLC. dba The Basement March 2013 - March 2014
TJ Davenport Group, Inc. dba Culpeppers March 2013 - March 2014
Aflac 2011 - October 2013
New Potentials Therapy, LLC October 1994 - February 1997
Mercy Hospital and Medical Center January 1993 - October 1994
Mercy Hospital and Medical Center December 1988 - January 1993
Mercy Health Care & Rehabilitation Center September 1986 - December 1988
Skills
Term Life Insurance, Whole Life, Universal Life, Section 125 Plans, Disability Insurance, Dental Insurance, Vision Insurance, Final Expense, Voluntary Employee..., Cafeteria Plans, Accident Insurance, Cancer Insurance, Cancer, Health Insurance, Insurance, Small Business, Expenses, Retirement Planning, Retirement, Medicare, Licensed Life & Health..., Workers Compensation, Fixed Annuities, Employee Benefits, Long-term Care, Life Insurance
Education
Governors State University 1989 — 1992
Bachelor of Health Administration, BHA, Health Care Administration
South Suburban College 1986 — 1988
Associate in Applied Science, AAS, Certified Occupational Therapy Assistant
Mike Panter Mike Panter's Allegis Advisor Group Experience June 1982 - Present
Job President Southern Financial Consultants | Principal at Allegis Advisor Group
Industry Facilities Services
Experience
Southern Financial Insurance Consultants January 1983 - Present
Allegis Advisor Group June 1982 - Present
Skills
Whole Life, Fixed Annuities, Insurance, Retirement, Long-term Care, Life Insurance, Investments, Disability Insurance, Health Savings Accounts, Term Life Insurance
Education
The University of Georgia 1978 — 1982
BS in Education, Education
Southern Financial Insurance Consultants January 1983 - Present
Allegis Advisor Group June 1982 - Present
Skills
Whole Life, Fixed Annuities, Insurance, Retirement, Long-term Care, Life Insurance, Investments, Disability Insurance, Health Savings Accounts, Term Life Insurance
Education
The University of Georgia 1978 — 1982
BS in Education, Education
Nathan Rydalch's Allegis Advisor Group Experience October 2010 - Present
Job Life Insurance Case Design
Industry Insurance
Experience
Allegis Advisor Group October 2010 - Present
Independent Advisor September 2008 - September 2010
Beneficial Financial Group 2004 - 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Whole Life, 401k, Investment Advisory, IRAs, Mutual Funds, Sales, Disability Insurance, Life Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Wealth Management, Wealth, Long-term Care, Financial Planning, Tax
Education
University of Nevada-Las Vegas - College of Business 1998 — 2000
BS, Finance
Sugar Salem High School
Allegis Advisor Group October 2010 - Present
Independent Advisor September 2008 - September 2010
Beneficial Financial Group 2004 - 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Whole Life, 401k, Investment Advisory, IRAs, Mutual Funds, Sales, Disability Insurance, Life Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Wealth Management, Wealth, Long-term Care, Financial Planning, Tax
Education
University of Nevada-Las Vegas - College of Business 1998 — 2000
BS, Finance
Sugar Salem High School
Jason Cannon's Allegis Advisor Group Experience August 2009 - August 2011
Job Director of Life Insurance Marketing at Brokers Alliance, Inc.
Industry Insurance
Experience
Brokers Alliance, Inc. August 2011 - Present
Beneficial Financial Group August 2009 - August 2011
Allegis Advisor Group August 2009 - August 2011
Skills
Insurance, Credit, Relationship Management, Investments, Account Management, Sales Management, Business Development, Sales, B2B, Customer Service, Fixed Annuities, Retirement, Analysis, Management, Life Insurance, Retirement Planning, Training, Term Life Insurance
Education
Murray High School
Salt Lake Community College
Brokers Alliance, Inc. August 2011 - Present
Beneficial Financial Group August 2009 - August 2011
Allegis Advisor Group August 2009 - August 2011
Skills
Insurance, Credit, Relationship Management, Investments, Account Management, Sales Management, Business Development, Sales, B2B, Customer Service, Fixed Annuities, Retirement, Analysis, Management, Life Insurance, Retirement Planning, Training, Term Life Insurance
Education
Murray High School
Salt Lake Community College
Andy Engebretsen's Allegis Advisor Group Experience 2010 - Present
Job Allegis Advisor Group
Industry Insurance
Experience
Southern Financial Consultants, Inc. 2010 - Present
Allegis Advisor Group 2010 - Present
sanofi-avenits May 2000 - December 2009
SANOFI-AVENTIS PHARMACEUTICALS May 2000 - December 2009
CVS Caremark Corporation June 1997 - May 2000
Vinnings and June 1997 - August 1997
Education
The University of Georgia
B.A
Southern Financial Consultants, Inc. 2010 - Present
Allegis Advisor Group 2010 - Present
sanofi-avenits May 2000 - December 2009
SANOFI-AVENTIS PHARMACEUTICALS May 2000 - December 2009
CVS Caremark Corporation June 1997 - May 2000
Vinnings and June 1997 - August 1997
Education
The University of Georgia
B.A
don belnap's Allegis Advisor Group Experience June 2010 - Present
Job Financial Consultant at Allegis Advisor Group
Industry Financial Services
Experience
Allegis Advisor Group June 2010 - Present
Beneficial Financial Group June 1983 - Present
Skills
I specialize in Life..., I am licensed to sell..., I help clients..., Teaching, Direct Sales, Financial Analysis, Strategic Financial..., Microsoft Excel, New Business Development, Investments, Retirement Planning, Long-term Care, Team Building, Strategic Planning, Account Management, Retirement, Financial Reporting, Budgets, Public Speaking, Tax, Auditing, Customer Service, Public Relations, Life Insurance, Management, Microsoft Office, Sales Management, Fixed Annuities, Insurance, Team Leadership, Accounting, Staff Development, Fundraising, Leadership, Negotiation, Training, Project Management, Coaching, Entrepreneurship, Internal Audit, PowerPoint, Business Development, Small Business, Internal Controls, Cash Flow, Business Strategy, Financial Accounting
Education
The American College 2000 — 2002
LUTCF (Life Underwriting Training Council Fellow), Disability & Income Replacement, Retirement Plans, Estate & Financial Planning
The American College 1983 — 1986
CLU (Chartered Life Underwriter) & ChFC (Chartered Financial Consultant), Financial Planning and Services
Weber State University 1980 — 1984
Bachelor of Applied Science (BASc), History, Management
Allegis Advisor Group June 2010 - Present
Beneficial Financial Group June 1983 - Present
Skills
I specialize in Life..., I am licensed to sell..., I help clients..., Teaching, Direct Sales, Financial Analysis, Strategic Financial..., Microsoft Excel, New Business Development, Investments, Retirement Planning, Long-term Care, Team Building, Strategic Planning, Account Management, Retirement, Financial Reporting, Budgets, Public Speaking, Tax, Auditing, Customer Service, Public Relations, Life Insurance, Management, Microsoft Office, Sales Management, Fixed Annuities, Insurance, Team Leadership, Accounting, Staff Development, Fundraising, Leadership, Negotiation, Training, Project Management, Coaching, Entrepreneurship, Internal Audit, PowerPoint, Business Development, Small Business, Internal Controls, Cash Flow, Business Strategy, Financial Accounting
Education
The American College 2000 — 2002
LUTCF (Life Underwriting Training Council Fellow), Disability & Income Replacement, Retirement Plans, Estate & Financial Planning
The American College 1983 — 1986
CLU (Chartered Life Underwriter) & ChFC (Chartered Financial Consultant), Financial Planning and Services
Weber State University 1980 — 1984
Bachelor of Applied Science (BASc), History, Management