Name variants:
Anna Helms,
Annabel Helms,
Deanne Helms,
Hannah Helms,
Marianne Helms,
Susan Helms
Last updated Jul 01, 2024
Contact Information
Last Update
Feb 1, 2016
Email
an**@gmail.com
Location
Charlotte, NC
Workplace
Insurance Agent
Cedar Rapids, IA
Industry
Financial Services, 090, Insurance Agency, Provide Insurance Products, Insurance Sales, Accident/Health Insurance Carrier
Colleagues
Work History
Insurance Agent
4333 Edgewood Rd, Cedar Rapids, IA 52405
from Jul 2014
Agent
Omaha, NE
Physicians Mutual represents Medicare supplements, Life, Dental, Cancer and Annuities to help people manage their lives.
Oct 2012 — Jan 2014
Principle/Owner/Independent Agent
Monroe, NC
Licensed in Life and Health
Licensed in Medicare and LTC
Reviewing a client's portfolio is the best way to make sure they are in the best possible product. This way they know exactly where t...
from Jan 2010
Principle and Owner and Independent Agent
Licensed in Life and Health
Licensed in Medicare and LTC
Reviewing a client's portfolio is the best way to make sure they are in the best possible product. This way they know exactly wher...
from Jan 2010
Assistant Manager Ii
303 Peachtree St, Atlanta, GA 30308
supervisor of tellers, compliance issues are followed, take care of customer complaints, loans, quota's met by the tellers and customer service specialist, audits and vacation scheduling.
Jun 1, 2006 — Jan 1, 2008
Assistant Manager II
supervisor of tellers, compliance issues are followed, take care of customer complaints, loans, quota's met by the tellers and customer service specialist, audits and vacation scheduling.
Jun 2006 — Jan 2008
Senior Personal Banker
100 north Tryon St, Charlotte, NC 28202
I did everything from teller to assisting branch manager. I was responsible for making sure our customers were delighted with our service, doing 1st and 2nd mortgages, we were also trained t...
Sep 1995 — Jun 2006
Education
1970 — 1973
Occupations
Executive
Owner
Sales Specialist
Agent
Military
Army Lieutenant Colonel
Chief Executive
Sales Representative
Skills
Insurance
Annuities
Customer Service
Health
Financial Planning
Fixed Annuities
Employee Benefits
Wealth Management
Strategic Financial Planning
Critical Illness
Commercial Insurance
General Insurance
Term Life Insurance
Sales
Long Term Care
Whole Life
Universal Life
Disability Insurance
Leadership
Small Business
Life Insurance
Health Insurance
Retirement Planning
Financial Planners
Coaching
Underwriting
Accident
Customer Retention
Real Estate
Estate Planning
Healthcare
Brokers
Iras
Investments
Medicare
Long Term Care Insurance
Sales Operations
Cold Calling
Management
Finance
Sales Management
401K
Retirement
Accident Insurance
Health Savings Accounts
Insurance Brokerage
Key Person Insurance
Licensed Life and Health Insurance Agent
Permanent Life Insurance
FAQs about Ann Helms
What is the profession of Ann Helms?
This professional's job is Insurance Agent
What jobs is Ann Helms a professional at?
Ann is a professional such jobs as Executive and Owner.
Where does Ann Helms currently live?
Charlotte, North Carolina is the place where Ann Helms currently lives
What is Ann Helms's email?
Ann's email is an**@gmail.com.
Where did Ann Helms work?
This expert worked at Transamerica Agency Network, Inc., Physicians Mutual.
Does Ann Helms have personal website or blog?
Ann Helms`s website is http://crossroadsinsurancesolutions.com.
Where has Ann Helms studied?
Ann studied at the Monroe High School from 1970 to 1973.
What is the industry that Ann Helms is connected to?
Ann Helms works in Insurance industry.