Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Jason Myers

Jason Myers

Rocky Hill,CT

Summary

Gifted business builder with a solid record of accomplishment in overseeing key enterprise initiatives and strategies. Experienced in managing and deepening partnerships as well as being a champion for innovation and change management. A creative, passionate, and proactive approach makes engagement compelling and unique. A diverse background than enables me to leverage my existing talent and harness the vision of others.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

Summit Retirement Solutions
Glastonbury , CT
09.2023 - Current
  • Advised clients on tax planning strategies, retirement planning, estate planning, college savings plans, and other wealth management topics.
  • Developed customized financial plans for clients based on their individual needs and goals.
  • Responded promptly and professionally to inquiries from existing or potential customers regarding products and services offered by the firm.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Facilitated life insurance and annuity recommendations for clients.

Senior Product Owner

Edward Jones
St. Louis, MO
12.2021 - 09.2022
  • Liaised with product team and development team to help break down requirements.
  • Attended Agile ceremonies, demos and production proving activities.
  • Promoted effective communication and fostered a shared vision of possibilities by bridging the gap between product team and customer.
  • Investigated and corrected or escalated project problems.
  • Interacted with internal stakeholders as voice of customer.
  • Partnered with UX and UI teams to design intuitive interfaces that increased customer satisfaction ratings.
  • Facilitated meetings between cross-functional teams to ensure alignment of project objectives.

AVP Digital Platform Owner

Lincoln Financial Distributors
Radnor, PA
08.2020 - 12.2021
  • Developed a customer-first strategy approach for the Digital Portfolio, tapping into years of experience in the sales/distribution space.
  • Served as Product Manager on the company’s first Agile Release Train (ART) centered around Wholesaler Effectiveness/Sales Enablement initiatives.
  • Continued to operate as Product Owner for Life and LTC’s Pipeline Management application, leveraging adoption techniques to identify critical enhancements.
  • Partnered with the Agile Coaching Office to establish ART best practices for the enterprise.
  • Leveraged partnerships with business stakeholders to identify end-to-end execution opportunity enhancements.
  • Brokered critical conversations between IT and Business partners to translate use cases into actionable functional requirements.
  • Identified opportunities to leverage new and existing technologies (such as Salesforce, Eloqua, Seismic, Allego) throughout the sales process, from opportunity to placement.

Digital Program Senior Consultant

Lincoln Financial Distributors
Radnor, PA
11.2017 - 08.2020
  • Selected to leave the sales field to serve as a Subject Matter Expert and voice of Distribution in Lincoln’s new Digital Transformation program.
  • Co-creator of an innovative, mobile-enabled experience for Life and MoneyGuard wholesalers called Pipeline Management. The platform
    allowed users to interact and manage their sales pipelines, yielding $1.2MM in annual saves.
  • Partnered with Insurance Solutions Department (ISD) leadership to refine the business case, gain clarity, and focus the vision for pipeline management.
  • Collaborated with PMO and business partners to facilitate Lincoln’s first SAFe® program, leading program increment planning as the Product Manager.
  • Presented alongside IT partners at Midyear Sales Conference 2018 and National Sales Conferences (NSC) 2019 to share project vision with wholesalers and business leadership.
  • Engaged with business leadership and partners in Continuous improvement to identify KPIs and opportunities to drive value realization.
  • Forged new adoption techniques and approaches with PMO and ElixiRR, focusing on opportunities where the program could have the largest impact.
  • Formulated the adoption and value realization strategy in partnership with senior leadership
  • Led the first team at Lincoln Financial of business-embedded adoption resources.
  • Facilitated focus group sessions with business partners to elicit delights, pain points, and opportunities.

Sales Vice President - Brokerage Channel

Lincoln Financial Distributors
Radnor, PA
01.2015 - 11.2017
  • Forged a new approach within the Brokerage channel, focusing on not only the success of Lincoln, but the success of Crump partners as well; customer-centric vs carrier-centric model.
  • Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue, hitting a growth rate of 15% in consecutive years, exceeding 7% goals
  • Increased revenue by implementing effective sales strategies in all aspects of sales cycle process by partnering end-to-end.

Regional Director - Edward Jones Channel

Lincoln Financial Distributors
Radnor, PA
10.2007 - 01.2015
  • Tasked with reinventing the Edward Jones coverage model, per client request. Exceeded growth goals in just the first year and grew the team to six times the original size by 2014.
  • Streamlined and strengthened Lincoln's New Business Process to directly align with Edward Jones' business model.
  • Negotiated key business drivers with Underwriting and New Business to help generate new sales.
  • Assisted and delivered on key product initiatives through a partnership with Relationship Management.
  • Innovated and improved wholesaler productivity during one-on-one visits in the field with external wholesalers.
  • Mentored and developed individuals new to the company including our Hybrid Wholesaler Program; increasing application submissions by 55% over this period.
  • Partnered and supported 23 external wholesalers and their assigned Financial Professionals including case design, problem resolution, and presentation coordination.

Internal Sales Manager - Wire Bank Channel

Lincoln Financial Distributors
Radnor, PA
10.2005 - 10.2007
  • Managed, mentored, and trained 19 internal sales consultants in all aspects of Life Insurance.
  • Strategized, designed, and implemented processes and procedures to support the various broker dealers that the channel supported.
  • Coordinated presentations with Relationship Management to help promote Lincoln's offerings at various conferences throughout the United States.
  • Elected to Key Cities Management Team to help integration effort during the merger between Lincoln National and Jefferson Pilot.

Internal Wholesaler - Life / MoneyGuard

Lincoln Financial Distributors
Radnor, PA
02.2003 - 10.2005
  • Provided support to the Regional Life Specialists and offered customized solutions based on the financial needs and strategies of the clients using Lincoln's portfolio of insurance products
  • Served as first MoneyGuard internal wholesaler at Lincoln, supporting over 20 external wholesalers

Customer Service Representative - Life Insurance

Lincoln Financial Group
Hartford , CT
09.1999 - 02.2003
  • Provided accurately and timely point of contact resolution to clients and partnered across various distribution channels of Lincoln Life.
  • Arrived at sound, timely decisions after reviewing timely facts that were critical.

Education

No Degree - Political Science

Sacred Heart University
Fairfield, CT

No Degree - Business Management

Central Connecticut State University
New Britain, CT

Skills

  • Strategic sales executive with 20 years in the financial services insurance industry
  • Collaborative leader valuing diversity and inclusion to realize superior outcomes
  • Skilled relationship builder across the enterprise, with both business and IT partners
  • Engaging storyteller through strong data analysis and presentation skills
  • Critical thinker, leveraging analytical skills to challenge the norm
  • Enthusiastic champion for new and innovative technologies and processes
  • Stakeholder Collaboration
  • Customer Engagement
  • Business Analysis

Accomplishments

  • Visionary Award - MoneyGuard’s 2021 National Sales Conference
  • Leader’s Club 2012-2016-2017
  • ROTY - LFD Life - for unique engagement with Crump - 2016
  • Sales Manager Award for Life Insurance - 2006
  • Wire Regional Channel Internal MVP – 2004
  • Nominated by Crump as the Top Enterprise Wholesaler - 2017
  • Charitable Contributions Board – 2002-2004
  • Member of the People with disAbilities Business Resource Group

Certification

NPN: 7938123
CRD: 4625901

Series 6 (12/2023) Expired

Series 63 (12/2023) Expired
Series 26 (12/21/2023) Expired
CT Life License (9/2024) Expired

Timeline

Associate Financial Advisor

Summit Retirement Solutions
09.2023 - Current

Senior Product Owner

Edward Jones
12.2021 - 09.2022

AVP Digital Platform Owner

Lincoln Financial Distributors
08.2020 - 12.2021

Digital Program Senior Consultant

Lincoln Financial Distributors
11.2017 - 08.2020

Sales Vice President - Brokerage Channel

Lincoln Financial Distributors
01.2015 - 11.2017

Regional Director - Edward Jones Channel

Lincoln Financial Distributors
10.2007 - 01.2015

Internal Sales Manager - Wire Bank Channel

Lincoln Financial Distributors
10.2005 - 10.2007

Internal Wholesaler - Life / MoneyGuard

Lincoln Financial Distributors
02.2003 - 10.2005

Customer Service Representative - Life Insurance

Lincoln Financial Group
09.1999 - 02.2003

No Degree - Political Science

Sacred Heart University

No Degree - Business Management

Central Connecticut State University

Similar Profiles

CREATE PROFILE
Jason Myers