Jack Cox
Lima,OH
Summary
Dynamic professional experienced in strategic initiatives and regulatory compliance within the insurance sector. Skilled in mentoring teams, optimizing financial processes, and driving client engagement, contributing to enhanced service delivery and business growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Managing Partner
Unitrust Financial
Boca Raton, FL
11.2025 - Current
- Led strategic planning initiatives to enhance operational efficiency and client service delivery.
- Streamlined financial reporting processes, improving accuracy and reducing turnaround time.
- Mentored junior staff, fostering skill development and enhancing team performance.
- Collaborated with cross-functional teams to implement new compliance protocols and best practices.
Sales Manager's Assistant
Venture Out Resorts , Bay City, Mi
Wapakoneta, OH
02.2023 - 02.2025
- Coordinated sales team activities to enhance operational efficiency and support strategic initiatives.
- Assisted in developing marketing materials and promotional campaigns to drive customer engagement.
- Managed inventory systems, ensuring accurate tracking of products and timely replenishment.
- Conducted market research to identify trends and inform sales strategies for targeted outreach.
- Trained new staff on sales procedures, enhancing team performance and customer service standards.
- Analyzed sales data to provide insights that informed decision-making and strategy refinement.
- Supported the execution of special events, boosting brand visibility and customer interaction opportunities.
Managing Partner
American Income Life Insurance Agency
Cleveland, OH
01.2023 - 02.2024
- Led strategic initiatives to enhance client engagement and retention within insurance portfolios.
- Mentored team members, fostering professional development and improving sales performance.
- Developed and implemented training programs for new agents, ensuring consistent service quality.
- Analyzed market trends to identify growth opportunities and refine business strategies accordingly.
- Oversaw compliance with industry regulations, maintaining high standards of ethical conduct and integrity.
- Enhanced customer satisfaction through tailored solutions and proactive relationship management.
Sales Executive
Bluegreen Vacations
Gatlinburg, TN
07.2022 - 02.2023
- Cultivated relationships with prospective clients to drive sales growth and enhance customer satisfaction.
- Conducted product presentations to effectively communicate features and benefits to potential buyers.
- Collaborated with marketing team to develop promotional strategies that increased lead generation.
- Utilized CRM software to track customer interactions and optimize follow-up processes for improved engagement.
- Developed tailored sales proposals that addressed specific client needs, leading to higher conversion rates.
- Achieved consistent quarterly targets through effective negotiation skills and strategic relationship management.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
Warehouse Worker
Logans Recycling
Botkins, OH
01.2020 - 01.2022
- Operated forklifts and pallet jacks to efficiently move materials throughout warehouse.
- Sorted and organized recyclable materials to ensure proper processing and compliance.
- Conducted regular inventory checks to maintain accurate stock levels and minimize discrepancies.
- Assisted in loading and unloading trucks, ensuring timely delivery of goods to clients.
Education
Spencerville High School
Spencerville Ohio 05-2022
No Degree - Government
BGSU
Bowling Green 05-2022
No Degree - STATS
BGSU
Bowling Green05-2022
No Degree - English Composition
BGSU
Bowling Green, OH05-2022
Skills
- Strategic planning
- Social media strategy
- Organizational development
- Financial reporting
- Firm financial oversight
- Strategic planning skills
- Revenue growth
- Partnership development
- Forecasting
- Marketing
- Cost reduction
- Business development
- Recruiting
- Regulatory compliance
- Financial administration
- Budgeting expert
- Investor relations
- Interviewing expertise
- Business partnership development
- Team leadership strength
Websites
Accomplishments
- Achieved 500% increase in recruits by introducing specific CRM's for recruiting tasks.
- #1 assistant managing partner 2024
Affiliations
- American Marketing Association
Certification
- AST - Advanced Service Technician
- licensed life insurance agent (series 11-35)
- Real estate/timeshare license
Timeline
Assistant Managing Partner
Unitrust Financial
11.2025 - Current
Sales Manager's Assistant
Venture Out Resorts , Bay City, Mi
02.2023 - 02.2025
Managing Partner
American Income Life Insurance Agency
01.2023 - 02.2024
Sales Executive
Bluegreen Vacations
07.2022 - 02.2023
Warehouse Worker
Logans Recycling
01.2020 - 01.2022
Spencerville High School
No Degree - Government
BGSU
No Degree - STATS
BGSU
No Degree - English Composition
BGSU
ALL District First Team Baseball 2020-2021, 2021-2022
first team all district lead entire state in extra base hits senior year 2022