James A Smith, CLU®, ChFC®, CASL®, CFP®, RICP®

Wealth Management Advisor

Professional

Jim graduated from Illinois State University in 1979 receiving his B.S. in Business Administration. He began a career in transportation sales and management. This resulted in numerous and frequent relocations for his family. In 1985 Jim sought a career that was not only personally and professionally fulfilling, but also afforded the opportunity to establish security for his family, as well as strong community ties.

Throughout Jim’s career with Northwestern Mutual he has received numerous awards and honors. He has been a top sales representative for the McClure Financial Group for many years. He has been recognized for supporting and facilitating agency training, participating consistently in client builder meetings, mentoring newer representatives and specializing in both Long Term Care and Disability Insurance.

Jim is also a member of the Million Dollar Round Table (MDRT), the premier association of financial professionals. MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT strives to be a valued, member-driven network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Million Dollar Round Table Qualifying Member    1998-2016

Million Dollar Round Table Qualifying/Life Member    1998-2016

Million Dollar Round Table Court of the Table    2013-2016

National Quality Award    1987-2015

 

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