Jarrod Walton

Started the agency from scratch in November, 2005

Sell home, auto, life and financial investments.

Owner/Agent

Do hiring and training of staff.

Managing the employees and office.

Payroll/Taxes

• Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
• Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
• Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
• Spearheaded team training initiatives, equipping agents with essential skills to excel in their roles.
• Conducted regular performance reviews with team members to identify areas for development.
• Implemented feedback system to gather client insights, driving continuous improvement.
• Increased customer satisfaction with personalized follow-up strategies.

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Increased sales revenue by developing and implementing effective sales strategies.
• Built long-lasting client relationships through excellent customer service and consistent followups.
• Led a successful sales team by providing motivational coaching and performance-based incentives.
• Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
• Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
• Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
• Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
• Enhanced team performance with comprehensive training sessions, focusing on product knowledge and sales techniques.

• Managed day-to-day business operations.
• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
• Trained and motivated employees to perform daily business functions.
• Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
• Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
• Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
• Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
• Expanded product offerings by researching market trends and identifying potential growth opportunities.
• Managed purchasing, sales, marketing and customer account operations efficiently.

• Led a successful sales team by providing motivational coaching and performance-based incentives.
• Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
• Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
• Attended industry events and conventions to expain sales opportunities.
• Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
• Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
• Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
• Exceeded sales targets consistently, through strategic planning and execution of targeted sales initiatives.
• Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
• Implemented systems and procedures to increase sales.