Jason Card
Highland,UT
Summary
Highly accomplished professional with 14 years of diverse experience in sales and management across the wireless industry, health insurance, and life insurance sectors. Demonstrated expertise in driving revenue growth, optimizing operational efficiency, and cultivating strong client relationships. Proven track record of exceeding sales targets, developing high-performing teams, and delivering exceptional customer service. Skilled in strategic planning, market analysis, and innovative problem-solving. Seeking to leverage extensive industry knowledge and leadership skills to contribute effectively to a dynamic organization.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Field Underwriter
Symmetry Financial Group
Highland, UT
02.2024 - Current
- Prospect and generate leads through various channels such as referrals, networking and cold calling
- Conduct thorough client needs assessments to determine the most suitable life insurance products
- Explain policy features, benefits, exclusions, and costs to clients, ensuring they fully understand their options
- Assist clients in completing insurance applications and forms accurately and efficiently
- Maintain strong relationships with clients to encourage repeat business and referrals
Etsy Shop Owner
Etsy
Highland, UT
07.2023 - Current
- Design and create unique products for sale on Etsy
- Utilize AI to generate and design print on demand products
- Create and maintain product listings on Etsy, including writing compelling product descriptions and taking high-quality photographs
- Set competitive pricing strategies based on market analysis and cost considerations
Senior Benefits Advisor
GoHealth
Lindon, UT
03.2021 - 02.2024
- Certified and licensed to sell health insurance across the country with major healthcare providers for Medicare Products
- Consult clients to match their needs with the optimized health plan for them
- Remain highly compliant with quality assurance standards set by the company and industry
- Top producer in the company by being in the top 5% on conversion
- Overcome objections and balance specific needs of the cliental to the sales flow
Store Manager
Spring Mobile & Prime Communications
Orem, UT
10.2010 - 03.2021
- I was Top 20 in the region, Quarterly MVP and Presidents Club
- I have managed seven different locations and opened two new locations
- Provided extraordinary customer service by maintaining an 80% or greater survey rating
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
- Managed inventory control, cash control and store opening and closing procedures
- Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns
Education
High school diploma -
Lone Peak High School
01.2009
Some College (No Degree) - Business Management
Utah Valley University
Skills
- Microsoft Office Suite
- Sales Process
- Sales Management
- Client Relationship Building
- Risk Mitigation
- Relationship Building
- Communication
- Customer Service
- Leadership
- Conflict Resolution
- Data Analysis
- Merchandising
- Planograms
- Retail Management
- Inside sales
- Marketing
- Underwriting
- AI
- Insurance Sales
- Account Management
- Medicare
- Organizational skills
- Time management
- B2B sales
Certification
- Life & Health Insurance License
- NASM Certified Personal Trainer
- Apple Master Certification
- Samsung Expert Certification
Affiliations
- Musician
- Hiking & Canyoneering
- Scuba Diving
- Archery
- Meditation & Breathwork
- Bookworm
- Fitness Enthusiast
Accomplishments
- Presidents Club
- Regional MVP
- Top Producer
- Eagle Scout
Timeline
Licensed Field Underwriter
Symmetry Financial Group
02.2024 - Current
Etsy Shop Owner
Etsy
07.2023 - Current
Senior Benefits Advisor
GoHealth
03.2021 - 02.2024
Store Manager
Spring Mobile & Prime Communications
10.2010 - 03.2021
High school diploma -
Lone Peak High School
Some College (No Degree) - Business Management
Utah Valley University