Director of Agent Origination @ Magna Life (April 2018 - October 2021)
National Accounts @ (September 2012 - March 2018)
National Sales Manager @ (December 2006 - March 2012)
Broker Relations Manager @ (March 2004 - December 2006)
Jim Purdy Education
United States Marine Corps 1993-1997
Jim Purdy Skills
Insurance
Fixed Annuities
Investments
Account Management
Life Insurance
New Business Development
Retirement Planning
Negotiation
Marketing
Lead Generation
Salesforce.com
Customer Service
Term Life Insurance
Alternative Investments
Contract Negotiation
Marketing Strategy
Social Media Marketing
Underwriting
Finance
Strategic Financial Planning
Disability Insurance
Retirement
Long-term Care
Sales Management
Management
Sales
Brokers
Estate Planning
Financial Services
Small Business
Strategic Planning
Leadership
Cold Calling
Financial Planning
Jim Purdy Summary
Jim Purdy, based in Holly Springs, NC, US, is currently a Chief Executive Officer at Rubicon Strategies. Jim Purdy brings experience from previous roles at Magna Life, Edison Risk LLC, Imperial Finance & Trading and Peachtree Settlement Funding. Jim Purdy holds a 1993 - 1997 United States Marine Corps. With a robust skill set that includes Insurance, Fixed Annuities, Investments, Account Management, Life Insurance and more. Jim Purdy has 3 emails and 2 mobile phone numbers on RocketReach.
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