Jason Leon
Huntington Beach,CA
Summary
With over 20 years of experience, a performance-oriented sales professional consistently achieving outstanding results. Throughout the career, served as a diligent liaison, guiding clients through the entire sales process. Track record speaks for itself, consistently meeting and exceeding all sales goals set. Proven ability to deliver exceptional results, confident in ability to drive success for any organization.
Overview
22
22
years of professional experience
Work History
Insurance Account Manager
SmartFinancial.com
07.2022 - 09.2024
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Supported financial director with special projects and additional job duties.
- Created financial dashboards to provide insights into key performance indicators.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Licensed Mortgage Loan Officer
Sovereign Lending Group
05.2020 - 06.2022
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Explained different types of loans pertaining to client situations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
Sales Account Manager
Enterprise Holdings, Inc
05.2018 - 04.2020
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
- Developed and implemented creative, cost effective programs which increased client retention rates by 10% compared to prior year.
- Built client relationships by acting as liaison between customer service and sales teams.
- Trained peers and management team on internal system supports and implementation plans.
- Anticipated clients' needs by staying in touch on regular basis.
- Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
Licensed Insurance Sales Agent
Automobile Club Of Southern California AAA
09.2012 - 01.2018
- Handled approximately 600 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Obtained underwriting approval by completing application for coverage.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Established payment methods for all clients to facilitate customer payments and issue receipts.
- Sold auto, home, renters and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Built relationships with clients through active listening and closing techniques to provide excellent service.
- Responded to customer calls swiftly resolve issues and answer questions.
Sales Associate
AT&T Inc.
12.2008 - 09.2012
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Engaged with customers to effectively build rapport and lasting relationships.
- Closed over $1000 in sales each day, including preparing contracts and processing order forms.
- Educated customers on promotions to enhance sales.
- Liaised with customers and recommended specific products and specials, aligning with individual needs, requirements and specifications.
- Completed orders and organized product deliveries and installation date(s) and time(s) to meet customer timetables.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Mortgage Banker
The Mortgage Banq, Inc
05.2002 - 02.2008
- Evaluated client financial positions and identified most appropriate banking products.
- Located and pre-qualified customers for mortgages.
- Closed approx. 72 transactions per year worth in excess of $540,000.00.
- Produced and executed loan packages.
- Networked with realtors and current clients to generate referrals.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Developed and maintained relationships with local real estate agents.
- Successfully closed an average of 8 loans per month.
Education
NMLS: 2077170
Skills
- Closing sales techniques
- Business growth and retention
- B2B Sales
- Sales
- Strong Interpersonal Skills
- Sales Goals
- In-Depth Knowledge of Sales Force
- Enthusiastic yet professional demeanor
- Willing to Learn
- Team Building Leadership
- Customer Service
- Prioritizing and Planning
- Proactive and Focused
- Relationship Building
- Critical Thinking
Timeline
Insurance Account Manager
SmartFinancial.com
07.2022 - 09.2024
Licensed Mortgage Loan Officer
Sovereign Lending Group
05.2020 - 06.2022
Sales Account Manager
Enterprise Holdings, Inc
05.2018 - 04.2020
Licensed Insurance Sales Agent
Automobile Club Of Southern California AAA
09.2012 - 01.2018
Sales Associate
AT&T Inc.
12.2008 - 09.2012
Mortgage Banker
The Mortgage Banq, Inc
05.2002 - 02.2008
NMLS: 2077170