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Terry Head

Terry Head

Research Remediation Analyst

Followers of Terry Head356 followers
location of Terry HeadDes Moines Metropolitan Area

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  • Timeline

  • About me

    Sales Support Consultant at EquiTrust Life Insurance Company

  • Education

    • University of Nebraska at Kearney

      -
      Bachelor of Science - BS Business Administration and Management, General

  • Experience

    • Wells Fargo Home Mortgage

      Sept 2007 - May 2015
      Research Remediation Analyst

    • Voya Financial

      May 2015 - Feb 2018

      • Regional Sales Consultant

        Aug 2017 - Feb 2018

      • Sales Desk Consultant

        May 2015 - Aug 2017

    • Principal Financial Group

      Feb 2018 - May 2019
      Financial Counselor

    • Symetra

      May 2019 - Apr 2021

      Successful management of two Independent Broker Dealer territories for fixed, fixed index, income, and registered index linked annuities.

      • Internal Wholesaler

        Jan 2020 - Apr 2021

      • Sales Support Specialist

        May 2019 - Jan 2020

    • EquiTrust Life Insurance Company

      Apr 2021 - now

      • Senior Sales Support Consultant

        Apr 2023 - now

      • Sales Support Consultant

        Apr 2021 - May 2023

  • Licenses & Certifications

    • Life Insurance

      State of Iowa Insurance
      Aug 2015

    • Series 6

      FINRA (Financial Industry Regulatory Authority)
      Jun 2015

    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Mar 2018

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Aug 2018

    • Fellow, Life Management Institute (FLMI)

      LOMA
      Feb 2002

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Aug 2020