As Head of National Sales for Covr, Jim is responsible for driving the growth and innovation of our sales strategies and practices. He leads three key sales functions at Covr – advisor sales support, key account management, and advanced insurance solutions.
Prior to joining Covr, Jim spent fourteen years with Merrill Lynch and Bank of America leading insurance distribution nationally. He led specialists from the insurance, trust, and annuity areas as National Sales Manager for Merrill’s insurance group. Prior to joining Merrill Lynch, Jim was one of Hartford Life’s leading account executives in the northeast supporting brokerage firms, banks, independent broker dealers, and independent agents. He began his career with Cigna’s insurance group, which later became part of Lincoln Financial Group.
Jim is a CLU and FLMI and received a Bachelor’s degree in Economics from Syracuse University.