JAMIE HEISTAD
Rindge
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Developed and implemented new start-up company Deal Team USA. Created and put in place complete CRM program, developed and launched new website.
Founder of BusinessBridge Insurance & Investments
Overview
13
13
years of professional experience
Work History
Licensed Life & Health Agent
Self-employeed
03.2025 - Current
- Educated clients on the importance of life insurance and financial planning.
- Utilized CRM software to manage client data and sales activities efficiently.
- Advised clients on tax implications associated with various types of life insurance policies.
- Maintained accurate records of all transactions including quotes, applications, payments, cancellations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Implemented marketing strategies to attract new clients and retain existing ones.
- Stayed current with life insurance market trends and regulatory changes.
- Completed detailed applications and ensured accuracy of client information.
- Leveraged industry trends to shape solutions and approaches.
Co-Founder
Deal Team USA
06.2017 - Current
- Company Overview: Developed and implemented new start-up company Deal Team USA
- Created and put in place complete CRM program, developed and launched new website
- Developed and implemented new start-up company Deal Team USA
- Created and put in place complete CRM program, developed and launched new website
Licensed Funeral Director and Embalmer
04.2012 - 04.2015
- Provides compassionate end-of-life care services while ensuring compliance with state regulations and maintaining detailed documentation of all procedures
- Coordinates with families to arrange personalized memorial services, managing logistics and documentation while maintaining highest professional standards
- Partners with local healthcare facilities and medical examiners to facilitate timely and dignified transfer of deceased, maintaining precise records
- Leads restoration and preservation procedures, applying advanced techniques while ensuring compliance with health and safety protocols
- Streamlines administrative processes and family consultations while maintaining empathetic approach and thorough documentation standards
- Implements innovative bereavement support programs for families while managing sensitive end-of-life arrangements and ensuring compliance with industry standards
Education
ASSOCIATES DEGREE - FUNERAL STUDIES, MORTUARY SCIENCE
Mt Ida College
Newton, Massachusetts06.2013
Skills
- Public Speaking
- Client education
- CRM management
- Applications processing
- End-of-life logistics
- Compassionate communication
- Relationship building
- Emotional support
- HIPAA compliance
- Insurance verification
- Negotiation Skills
- Emotional Intelligence
Timeline
Licensed Life & Health Agent
Self-employeed
03.2025 - Current
Co-Founder
Deal Team USA
06.2017 - Current
Licensed Funeral Director and Embalmer
04.2012 - 04.2015
ASSOCIATES DEGREE - FUNERAL STUDIES, MORTUARY SCIENCE
Mt Ida College
Similar Profiles
April SpencerApril Spencer
At Home Mom at Self-employeedAt Home Mom at Self-employeed
Ashley VincentAshley Vincent
Stay at Home Mom at Self-employeedStay at Home Mom at Self-employeed
Aria BrassertAria Brassert
Resale Seller at Self-employeedResale Seller at Self-employeed
Gregory GoldmanGregory Goldman
General Contractor at Self-employeedGeneral Contractor at Self-employeed
Brian DillonBrian Dillon
Career Firefighter/AEMT at Windham FireCareer Firefighter/AEMT at Windham Fire