JENNIFER MEYER
Mt Laurel,NJ
Summary
Conscientious professional with expertise in creating comprehensive financial plans tailored to meet individual and professional needs. Using excellent understanding of markets, financial products and taxes to provide the best possible guidance to our clients and my team. Seasoned, polished and possessing an exceptional management history, I am a decisive team leader and business manager with excellent attention to detail and persuasive communication style. Offering 25 years of experience in sales.
Overview
19
19
years of professional experience
Work History
Licensed Financial Professional
New York Life
01.2022 - Current
- Registered and licensed financial professional offering services ranging from variable products, mutual funds, and multiple life insurance options.
- Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.
- Consistently met or exceeded sales targets by effectively identifying and converting leads to clients.
- Conducted thorough due diligence on potential investments by analyzing company financials, industry trends, and economic factors.
TERRITORY MANAGER
CrossAmerica Partners
01.2017 - 01.2022
- Built and managed the most profitable territory in the country by renewing existing contracted accounts and acquiring new independent contracted relationships.
- Conducted regional competitive analysis to ensure the company's offerings continued to be competitive.
- Managed RFI's to establish retailer's background, experience, financial stability, expertise, and capabilities.
- Negotiated and oversaw cross-functional team's projects from development through time completion, securing $4.1M EBITDA.
- Expanded territory coverage by strategically identifying and targeting high-potential accounts.
REALTOR
Long and Foster Real Estate
01.2006 - 01.2017
- Conducted thorough research on comparable properties to develop strategic pricing recommendations for sellers based on current market trends.
- Provided expert advice on property values, guiding clients to make informed decisions when buying or selling homes.
- Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
Education
Bachelor's Degree in Business Administration -
Chapman University
Orange, CA01.1997
Neshannock High School
New Castle, PA01.1993
Skills
Portfolio Analysis
Business Development
Contract Negotiation
Strategic Planning
Hobbies
Avid Runner
Enthusiastic NYT Crossword Solver
Voracious AudioBook Reader/Listener
Timeline
Licensed Financial Professional
New York Life
01.2022 - Current
TERRITORY MANAGER
CrossAmerica Partners
01.2017 - 01.2022
REALTOR
Long and Foster Real Estate
01.2006 - 01.2017
Bachelor's Degree in Business Administration -
Chapman University
Neshannock High School