Jared Johnson
Bartlesville,OK
Summary
Licensed Life Insurance Agent with 7+ years of industry experience in both captive and independent settings. Focused on client acquisition, in-home sales, and relationship-driven insurance protection planning. Proven ability to generate business and increase premium production through referrals, direct outreach, and lead conversion. Concentrating on serving clients with honesty and integrity as well as consistently helping the agency grow.
Overview
7
7
years of professional experience
Work History
Startup Founder
Pinnacle Legacy Solutions
01.2025 - 04.2026
- Generated and closed life insurance appointments through direct-to-consumer sales and referrals
- Conducted in-home and over the phone consultations to assess client protection financial needs
- Built and managed a client base through organic outreach and lead generation
- Presented custom tailored solutions through fact finding needs analysis
- Specialized in Indexed Universal Life, Term and Whole Life products
Life Insurance Specialist
Farmers
02.2024 - 01.2025
- Worked the entire book of business focusing solely on selling life products Farmers had to offer (Three)
- Increased the agencies life policies from 7 total policies to 73 total policies in a calendar year
- Trained other agencies on how to book appointments, present options and close deals
- Ended number 3 in life sales in the territory (Oklahoma, Arkansas, North Texas, Western Missouri)
- Number 1 in the district in life sales for 2024
- Provided training and mentorship to new team members on product knowledge and compliance.
- Contributed to company growth initiatives by participating in local community events promoting life insurance awareness.
Life Insurance Producer
National Agents Alliance
05.2019 - 01.2024
- Developed tailored life insurance solutions for diverse client needs.
- Conducted comprehensive client assessments to identify appropriate coverage options.
- Collaborated with underwriters to streamline policy issuance and approval processes.
- Maintained compliance with industry regulations through diligent record-keeping and reporting practices.
- Booked appointments by dialing 1-4 year old leads, door-knocking and cold -calling
- Followed a system that was implemented by the founder and my uplines
Education
High School Diploma -
Southern Illinois University, Carbondale
Carbondale, ILSkills
- In-Home & Over the Phone Sales Presentations
- Lead Conversion
- Appointment Setting & Closing
- Client Retention and Referrals
- Indexed Universal Life, Mortgage Protection and Final Expense
- CRM & Pipeline Management
- Relationship Building
- Needs Analysis and Financial Fact Finding
- Coachable
Timeline
Startup Founder
Pinnacle Legacy Solutions
01.2025 - 04.2026
Life Insurance Specialist
Farmers
02.2024 - 01.2025
Life Insurance Producer
National Agents Alliance
05.2019 - 01.2024
High School Diploma -
Southern Illinois University, Carbondale