GERRARD BRYANT
Pearland,TX
Summary
Dynamic insurance agency owner and former District Manager at JPMorgan Chase & Co., recognized for exceptional sales leadership and client relationship management. Successfully recruited and mentored over 30 agents, driving performance improvement and fostering a culture of growth. Expert in delivering impactful presentations and enhancing customer service excellence.
Overview
20
20
years of professional experience
Work History
Insurance Agency Owner | Professional Development Coach
Symmetry Financial Group
Remote
06.2017 - Current
- Founded and lead a thriving insurance agency focused on life insurance with living benefits, helping protect families from financial loss due to illness or death
- Recruited, trained, and mentored over 30 licensed insurance agents, fostering a culture of personal and professional growth
- Conduct ongoing coaching sessions for new agents to develop sales skills, financial literacy, and ethical client service practices
- Deliver educational presentations to clients and professionals to demystify insurance solutions and build trust-based relationships
- Integrate motivational and leadership insights from high-performing figures and books into coaching methodology
Market Support Manager
JPMorgan Chase & Co.
Houston, USA
11.2013 - 11.2015
- Oversaw strategic initiatives across multiple branches, optimizing resource allocation and client engagement
- Led cross-functional collaboration to enhance customer experience and sales performance
Chase Private Client Market Support Manager
JPMorgan Chase & Co.
Houston, USA
04.2012 - 11.2013
- Supported 38 branches in acquiring and managing high-net-worth client relationships through the Chase Private Client program
- Conducted staff training to improve service quality and deepen affluent customer relationships
District Manager
JPMorgan Chase & Co.
Houston, USA
04.2005 - 04.2012
- Managed performance and operations for multiple retail branches, consistently exceeding sales and service goals
- Recognized by senior leadership for excellence in coaching, leadership development, and client growth strategies
Skills
- Client relationship management
- Sales performance analysis
- Team building
- Presentation skills
- Customer service
- Sales leadership
- Performance improvement
Websites
Affiliations
- Personal development through books and mentorship
- Exploring new cultures with family
- Staying active and enjoying sports
Timeline
Insurance Agency Owner | Professional Development Coach
Symmetry Financial Group
06.2017 - Current
Market Support Manager
JPMorgan Chase & Co.
11.2013 - 11.2015
Chase Private Client Market Support Manager
JPMorgan Chase & Co.
04.2012 - 11.2013
District Manager
JPMorgan Chase & Co.
04.2005 - 04.2012
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