Jamea Jackson
Gotha,FL
Summary
Proven leader in the financial services sector, with a track record of driving over 10% quarterly growth at Argent, LLC. Excelled in team management and financial planning, leveraging skills like NaviPlan and exceptional organizational abilities. Recognized for integrity and a strong work ethic, consistently achieving top sales performance and client satisfaction.
Overview
22
22
years of professional experience
1
1
Certification
Work History
National Sales Associate -Insurance
RiverSource
Minneapolis, MN
07.2024 - Current
- Assist advisors with product features and benefits, proposals, competitive analysis and product positioning, sales strategies, resolution of issues, and ongoing case management
- Maintain and leverage a deep understanding of all Insurance products, solutions, and rules, including specific rules of engagement for distributors
- Make proactive telephone calls with RSD/RVP partner territory
- Use software, including proprietary programs, to research, log activity, and run hypothetical scenarios
Registered Client Service Associate
Ameriprise Financial
Orlando, FL
07.2021 - Current
- Supported established advisors with years of service ranging from 3 months to 20+ years of experience
- Implemented systems, introduced, and lead the advisors to utilize company tools to increase efficiency, GDC (YOY growth), net flows, and built a streamline client service model
- Ranked #1 (out of 832) in the region’s monthly Operational Efficiency Activity report for 15 consecutive months
- Lead, encourage and host training sessions to help my peers better serve their advisors and clients
- Assisted advisors in servicing clients including virtual and in person meetings, prepare financial plans, overseeing investment research, and completing trades and transactions
- Coordinated marketing events for clients which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement
Financial Professional
Equitable Advisors
Orlando, FL
04.2017 - 12.2020
- Lead, motivated and trained new professionals onboarding, provided new hires with systems, process, and tools to successfully implement company policies and ensure their success
- Hosted advisor, prospect, and client seminars to inspire company engagement (sales)
- Acquired 125+ new clients per year, maintained client needs, scheduled, and reviewed quarterly reviews
- Opened new accounts via LPL Client works, DocuSign, Life Insurance & long-term care applications
- Assisted clients with their online account set up and facilitated transfer request
- Provided support for 403b/457, 401k, other retirement plans, life insurance policies and long-term care polices
- Conducted research related to investment and insurance strategies
- Generated all necessary documents and reports to effectively review the client's financial position with them
Realtor
Charles Rutenberg Realty
Maitland, FL
11.2012 - 10.2017
- Assisted buyers and sellers with the showings of homes - all while analyzing the needs and wants of the client and interpreting current real estate market
HSS Mortgage Processor Supervisor
Digital Risk
Maitland, FL
01.2013 - 03.2016
- Supervised a team of 18 processors, on CONV, FHA, VA, FNMA, FHLMC for purchase, new construction, refinance, and HELOC mortgages
- Ensured my team and I thrived on working with high accuracy and attention to detail to meet customer’s needs
- Led development conversations with team members, reviewing their goals, providing feedback on their overall performance, and completing coaching sessions for improvement
- Maintained effective relationships with Loan Officers, underwrites, title companies, real estate attorneys, and bank loan officers to assist in the closing of mortgage residential loans
- Analyzed financial statements, production reports, tax returns, and credit documentation for accuracy and compliance
Account Manager
Argent, LLC
Maitland, FL
05.2006 - 12.2008
- Assisted the firm in acquiring new businesses by generating new leads
- Orchestrated the relationships with established/new clients – Maintained cordial relationships with brokers and realtors
- Reviewed financial statements used to complete tax forms for Corporations and Partnerships
- Ensured compliance of all brokers with company policies
- Orchestrated existing account base of twelve million with over 10% quarterly growth
Account Executive
Century Lending
Orlando, FL
08.2005 - 03.2006
- Created and sustained a network of mortgage broker relationships
- Introduced and promoted company's loan products within bank policies and procedures
- Orchestrated a portfolio of high-level accounts which generated six million in revenue per quarter
- Executed leading-edge business presentations to mortgage professionals to generate business
Senior Loan Officer
Nations Mortgage
Maitland, FL
10.2002 - 04.2005
- Created and conducted first-time homebuyer seminars for marketing areas and military bases resulting in increased sales for company and being in top 5% of sales force and an All-Star Sales Achievement Award
- Trained and mentored new loan officers
- Developed numerous leads through prospecting, referrals, and networking strategies
Education
Bachelor of Art - Finance
University of Central Florida
Orlando, FL08.2012
Associates of Art - General Studies
Valencia Community College
Orlando, FL12.2009
Skills
- Goal-Oriented Mindset
- Motivated Self-Starter
- Strong work ethic
- Understanding of Financial Services Industry
- Comprehensive Financial Planning
- Workflow Optimization
- Operational Problem Solving
- CRM Proficiency
- NaviPlan
- Money Guide Pro
- Investment Research Expertise
- Effective Verbal Communication
- Clear and Concise Writing
- Detail-Oriented Coordination
- Attention to detail
- Calm under pressure
- Critical Listening Skills
- Steadfast Patience
- Comprehensive Understanding
- Client Support Expertise
- Team Development
Certification
- State IAR registration, Series 6, 7, and 66
- Life, Accident, and Health licenses & Variable Contracts License
- CRPCTM
- Realtor
Timeline
National Sales Associate -Insurance
RiverSource
07.2024 - Current
Registered Client Service Associate
Ameriprise Financial
07.2021 - Current
Financial Professional
Equitable Advisors
04.2017 - 12.2020
HSS Mortgage Processor Supervisor
Digital Risk
01.2013 - 03.2016
Realtor
Charles Rutenberg Realty
11.2012 - 10.2017
Account Manager
Argent, LLC
05.2006 - 12.2008
Account Executive
Century Lending
08.2005 - 03.2006
Senior Loan Officer
Nations Mortgage
10.2002 - 04.2005
Bachelor of Art - Finance
University of Central Florida
Associates of Art - General Studies
Valencia Community College