Summary
Overview
Work History
Education
Skills
Accomplishments
Professional Impact
Certifications And Skills
Certification
Timeline
Generic
Jake Williamson

Jake Williamson

League City,TX

Summary

Strategic and results-driven financial services professional with over a decade of experience in sales operations, financial analysis, and personal lines insurance. Proven ability to drive revenue growth, develop high-performing teams, and optimize operational efficiency. Expertise in financial planning, risk management, and client relationship management, with a strong track record of achieving business objectives in highly competitive markets.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Agency Consultant – Regional New Segment Leader

Horace Mann Insurance
07.2019 - Current
  • Conduct in-depth financial and operational analyses to identify profitability trends and strategic opportunities
  • Lead regional sales and underwriting performance assessments to drive revenue growth and market expansion
  • Develop and monitor regional budgets, aligning expenses with corporate objectives to enhance financial efficiency
  • Negotiate and facilitate business acquisitions, including agency deals and book transfers, to expand market share
  • Present financial insights and strategic recommendations to senior leadership, supporting data-driven decision-making
  • Consistently exceeded incentive plans for New Agent Consultants in 2023 and 2024 through high-impact recruitment and production strategies
  • Achieved a 100% retention rate for new agents within their first 12 months and 83% retention within 24 months.

Education Specialist

Horace Mann Insurance
10.2018 - 07.2019
  • Designed and delivered comprehensive financial and product training programs to enhance agent knowledge and sales effectiveness
  • Streamlined operational processes to improve efficiency, reduce costs, and enhance customer satisfaction
  • Increased life insurance sales by 80% through data-driven marketing strategies and targeted client outreach.

Exclusive Agent/Agency Owner

Horace Mann Insurance
07.2014 - 10.2018
  • Founded and scaled a successful insurance agency, growing from under 100 policies to a portfolio of over 500 clients
  • Developed financial planning solutions, including life insurance, annuities, and risk management strategies for clients
  • Ranked #1 nationally in life insurance sales (January 2017) and consistently exceeded performance benchmarks
  • Conducted financial analysis to optimize underwriting decisions, pricing strategies, and portfolio risk management.

Education

Master of Business Administration -

Texas A&M International University
05.2023

Master’s in Education Administration -

Lamar University
12.2009

Bachelor of Arts - History

University of Houston-Clear Lake
05.2001

Skills

  • Series 6
  • Series 26
  • Series 63
  • Property & Casualty Insurance
  • Life Insurance
  • Health Insurance
  • Six Sigma Yellow Belt
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Access
  • Salesforce
  • Applied Epic
  • Financial reporting
  • Strategic planning

Accomplishments

  • Increased auto insurance production by 20% through strategic sales and marketing initiatives.
  • Recipient of multiple performance awards, including Leadership Conference Qualifier and Hustle Award.
  • Spearheaded cost-reduction initiatives, improving profitability and efficiency within the regional agency network.

Professional Impact

Combining financial expertise with a deep understanding of sales operations and risk management, I excel in developing data-driven strategies that drive business growth. My ability to analyze complex financial data, optimize operational workflows, and build strong client relationships positions me as a key asset in the financial services sector.

Certifications And Skills

Series 6, Series 26, Series 63, Active Property & Casualty, Life & Health Insurance Licenses, Six Sigma Yellow Belt, Proficient in Microsoft Excel (Advanced), PowerPoint, and Access, Expertise in Salesforce, Applied Epic, financial reporting, and strategic planning

Certification

  • Securities Licenses Series 6 / 26 / 63 - Financial Industry Regulatory Authority (FINRA).
  • General Lines Agent - Life, Accident, Health and HMO
  • General Lines Agent Property and Casualty

Timeline

Agency Consultant – Regional New Segment Leader

Horace Mann Insurance
07.2019 - Current

Education Specialist

Horace Mann Insurance
10.2018 - 07.2019

Exclusive Agent/Agency Owner

Horace Mann Insurance
07.2014 - 10.2018

Master’s in Education Administration -

Lamar University

Bachelor of Arts - History

University of Houston-Clear Lake

Master of Business Administration -

Texas A&M International University

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Jake Williamson