Open To Work
JEFF JESALVA
Los Angeles,CA
Summary
Results-driven financial services professional skilled in consultative sales, advisor support, and client relationship management. Expertise in assessing client needs, explaining financial products, and driving case progress through effective documentation. Focused on enhancing securities knowledge and advancing toward a Financial Advisor role.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Business Development Associate
HIGHLAND CAPITAL BROKERAGE
Los Angeles, CA
06.2026 - Current
- Supported 5–10 financial advisors weekly by coordinating case design, product analysis, and insurance proposals and enhancing their client service capabilities.
- Analyzed client objectives and insurance options, enabling advisors to effectively compare solutions and prepare tailored recommendations for client review.
- Coordinated illustrations, applications, and follow-ups to streamline case progression through the sales process, ensuring timely completion.
- Collaborate with internal departments and subject matter experts to resolve case-related questions and coordinate solutions.
- Maintain accurate client records and case documentation while managing competing advisor requests and active cases.
Medicare Agent
CONNECTONE HEALTH
Tempe, AZ
10.2025 - 06.2026
- Assessed clients’ healthcare needs, budgets, and coverage priorities to match them with optimal Medicare plan options.
- Compared Medicare Advantage, Medicare Supplement, and prescription drug plans, explaining differences in benefits, costs, and coverage.
- Simplified complex coverage and enrollment requirements into clear explanations that empowered clients to make informed decisions.
- Maintained accurate enrollment records while ensuring adherence to sales, eligibility, and compliance procedures.
- Maintained client acquisition costs below $200, supporting cost-efficient prospect conversion and enrollment.
Life Insurance Planning Case Design Specialist
SIGNAL ADVISORS
Tempe, AZ
10.2022 - 09.2025
- Analyzed client objectives and financial circumstances to prepare insurance illustrations and solution comparisons for advisor review.
- Generated 30–50 insurance illustrations and proposals daily, enabling advisors to efficiently manage high-volume client casework and conduct product comparisons.
- Evaluated life insurance, annuity, and long-term care products to clarify features, costs, and trade-offs.
- Used Morningstar, Covisum Social Security Timing, Nitrogen, and RightCapital to support financial analysis and planning discussions.
- Oversaw case workflows from initial information gathering through illustration revisions and follow-up, ensuring timely and accurate delivery of client solutions.
- Met a two-hour service-level agreement for deliverables, helping advisors respond promptly to client needs.
- Partnered with internal departments and subject matter experts to align case requirements and resolve complex inquiries, enhancing overall case management.
- Maintained accurate client records and documentation in Salesforce and related platforms to support organized workflows and administrative accuracy.
Financial Services Agent
FAMILY FIRST LIFE
San Diego, CA
10.2021 - 10.2022
- Achieved 25% close rate on final expense insurance leads through consultative conversations and tailored product presentations.
- Maintained 90% 13-month policy persistency, reflecting an ability to establish client relationships that supported long-term retention.
- Assessed clients’ financial protection needs and presented aligned insurance options, effectively addressing objections.
- Completed 400 outbound calls daily, generating prospecting opportunities and sustaining a robust sales pipeline.
Senior Marketing Director
TRANSFORMATION FINANCIAL
Camarillo, CA
05.2017 - 09.2021
- Built and led a team of 10 agents, enhancing agent development and driving business growth.
- Generated $75,000 in individual target premium within 90 days, demonstrating strong production and sales execution.
- Cultivated prospective client relationships through strategic networking and consultative financial-services outreach.
- Identified client needs and delivered tailored financial solutions, facilitating client acquisition and relationship building.
Education
Bachelor of Arts - Psychology
California Lutheran University
Thousand Oaks, CA05-2015
Skills
- Client Relationship Management
- Financial Advisor Support
- Consultative Sales
- Client Needs Assessment
- Financial Product Analysis
- Prospecting & Lead Conversion
- Case Management & Issue Resolution
- Documentation Accuracy & Recordkeeping
- Risk Awareness & Compliance
- Business Development & Opportunity Identification
- Microsoft Office Suite (Excel, Word, Outlook)
- Negotiation & Objection Handling
- Regulatory Compliance Procedures
- Client Proposal Development
- Insurance Product Knowledge
- Salesforce Customer Relationship Management (CRM) Systems
- Client Meeting Coordination & Facilitation
Personal Information
Financial Services, Advisor Support, Client Relationships
Certification
Life, Health & Accident Insurance License, Long-Term Care Insurance Certification, Securities Industry Essentials (SIE) Examination — In Progress; projected completion November 2026, Series 7 and Series 66 — Planned 2027
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
HybridOn-SiteRemoteLocation: Los Angeles, CA
Open to relocation: No
Timeline
Business Development Associate
HIGHLAND CAPITAL BROKERAGE
06.2026 - Current
Medicare Agent
CONNECTONE HEALTH
10.2025 - 06.2026
Life Insurance Planning Case Design Specialist
SIGNAL ADVISORS
10.2022 - 09.2025
Financial Services Agent
FAMILY FIRST LIFE
10.2021 - 10.2022
Senior Marketing Director
TRANSFORMATION FINANCIAL
05.2017 - 09.2021
Bachelor of Arts - Psychology
California Lutheran University