Jake Beattie
Coral Gables,FL
Overview
5
5
years of professional experience
Work History
Life Insurance Producer
Family First Life
03.2025 - 07.2025
- Developed personalized insurance plans to meet clients' unique needs and financial goals.
- Built strong relationships with clients through effective communication and trust-building strategies.
- Educated clients on policy options, benefits, and claims processes for informed decision-making.
- Collaborated with team members to refine sales strategies and improve overall performance.
- Analyzed market trends to identify opportunities for business growth and service enhancements.
Client Relationship Manager
Ash Fitness
06.2024 - 02.2025
- Prospected and generated leads through various channels, including outreach, networking, and referrals, to build a strong pipeline of potential clients.
- Conducted product demonstrations and consultations with potential customers, providing tailored recommendations on fitness plans and equipment based on individual needs and goals.
- Closed sales and managed client accounts, ensuring a high level of customer satisfaction and follow-up to maintain long-term relationships.
- Collaborated with the marketing and customer service teams to implement promotional strategies and resolve client inquiries, helping to boost retention and overall sales growth.
- Managed several simultaneous projects with excellent organization skills in a fast-paced entrepreneurial environment.
Marketing Manager
Ace Marketing Services
01.2023 - 05.2024
- Developed and executed Instagram marketing campaigns, including content creation, scheduling, and targeting strategies to increase brand awareness and engagement.
- Managed social media accounts on Instagram, monitoring performance analytics, and adjusting strategies to maximize ROI and audience interaction.
- Collaborated with influencers and partners for sponsored content and collaborations, boosting brand visibility and driving traffic to client websites or product pages.
- Created engaging visual and written content, ensuring consistency in branding and messaging, and aligning with overall marketing goals to promote products or services effectively.
Sales Intern
3MG Roofing & Solar
06.2020 - 08.2021
- Help coordinate homeowners in the greater Orlando area if they need the roof redone and talk about the different effects that tropical storms/hurricanes have on roofs.
- Spoke to multiple people a week about the necessary steps to take when looking for a new roof and providing them with any helpful resources they need.
- Assisted in developing new marketing strategies in order to increase volume of potential new clients.
Education
Bachelor of Arts - Business Administration And Management
Rollins College
Winter Park, FL05-2023
Skills
- Relevant Coursework: Data Analytics, Marketing Research, CRM Software, Strategic Management
- Technical: MS Office Excel, Word, Powerpoint, AFS, Salient Margin Minder & Trend Identification
- Certificates: Social Media & E-Marketing Analytics, Google Data Analytics, Inbound Sales, Salesforce
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Life Insurance Producer
Family First Life
03.2025 - 07.2025
Client Relationship Manager
Ash Fitness
06.2024 - 02.2025
Marketing Manager
Ace Marketing Services
01.2023 - 05.2024
Sales Intern
3MG Roofing & Solar
06.2020 - 08.2021
Bachelor of Arts - Business Administration And Management
Rollins College
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