Jed DeHart

Manage office - team of six sales and service reps

Prepare for and lead meetings with team members weekly, both group and individual

Train current staff in auto, fire, life, and health sales

Review customer accounts and uncover insurance and investment needs

Support team with more challenging situations

Manage lead providers

Hold team members accountable to goals set

Assist in interviewing, hiring and firing decisions

• Sold and delivered employee benefits to union members
• Uncovered additional needs and filled gaps in life insurance
• Gathered referrals to grow company's client base

• Facilitated hundreds of meetings annually with clients and prospects
• Networked and built clientele of 50-60 new clients
• Analyzed data and gave strategic recommendations
• Led individuals and families in achieving financial security through budgeting, investments, and insurance recommendations

• Headed meetings with prospects and clients alongside manager
• Assisted management in planning segments of clients' financial futures
• Mastered training program

• Data Analyst - Designed graphic reports of school's database
• Peer Advisor - Mentored groups totaling 25 freshman students
• Spiritual Life Advisor - Led Bible studies and one-on-one meetings

• Faithful Steward Wealth Management
• Restructured clients' annual review system
• Acquired extensive skill using Microsoft Office Suite, primarily MS Excel
• Assisted in preparing individual tax returns
• Handled daily administrative duties