Jennifer Pedersen
Carlsbad,CA
Summary
Skilled account manager proficient in customer relations, sales, and strategic planning. Offering several years of related experience and a demonstrated track record of success.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Account Manager
SelectQuote
San Diego
01.2020 - Current
- Led thorough analyses of financial needs and coverage options
- Offer expert financial advice to clients for optimal family protection.
- Conduct thorough risk assessments by analyzing comprehensive financial information.
- Simplify intricate financial and contractual information for consumers
- Conduct dynamic remote sales presentations.
- Successfully overcome customer objections to ensure a 'one-call close'.
Sole Proprietor
FitMix Personal Training
Carlsbad, CA
01.2012 - Current
- Responsible for all roles of FitMix, including initial concept, branding, marketing, sales, scheduling, training, and inspiring clients, and accounting..
Customer Experience Leader
Oska Wellness
Carlsbad
03.2018 - 01.2020
- Executed business development activities, including attending networking events and identifying new leads.
- Managed the sales and customer experience performance of customer service employees.
- Initiated and rolled out a new CRM program.
Vice President, Key Accounts
Table Bay Financial Network
San Diego, CA
01.2011 - 01.2012
- Responsible for the acquisition, maintenance, growth and increased profitability of existing accounts by establishing, defining and developing strong relationships with key influencers and senior management of key focus firms
- Successfully negotiated sales agreements with three new financial firms
- Editor-in-Chief and head writer of monthly advisor newsletter
- Oversaw the marketing and promotion of annual advisors’ summit meeting
Insurance Wholesaler
Fidelity Investments
San Diego, CA
01.2004 - 12.2004
- Responsible for driving sales of insurance and annuity products and increasing market share within Fidelity’s Investor Center offices
- Provided product and technical training to financial advisors and conducted client sales meetings and seminar events
- Successfully trained branch advisors on all annuity and insurance products, including client profiling, retirement planning, and regulatory compliance within defined time expectations
- Increased branch insurance production from zero to $1.3 million in six months
- Selected to conduct regional training meetings for Southern California investment branches
- Assisted branch managers in the formation and integration of their annuity and insurance goals
Director, Annuity Sales
New York Life Insurance Co.
Seattle, WA
01.1999 - 12.2004
- Managed a six-office, $150 million territory spanning two states wholesaling investment and annuity products to over 300 financial planners
- Achieved an 18% average annual sales increase from 2000 - 2004
- Exceeded 2003 sales goal by 35%
- Exceeded 2001 annual sales goal by more than 40%
- Successfully planned, created, and conducted regional agent sales and training events
- Represented the organization at industry events, conferences, and public meetings.
- Conducted regular meetings with department heads to review progress on strategic initiatives.
Education
Bachelor of Arts - Business Administration
Washington State University
Pullman, WASkills
- Public Education Seminars
- Relationship Management
- Budget Management
- Proposal Development
- Territory Development & Management
- Training and Support Expertise
- Customer Relations
- Business Development
- Sales expertise
- Revenue Generation
- Database Management
- Account growth
Certification
- CA State Life & Health Insurance License
Timeline
Senior Account Manager
SelectQuote
01.2020 - Current
Customer Experience Leader
Oska Wellness
03.2018 - 01.2020
Sole Proprietor
FitMix Personal Training
01.2012 - Current
Vice President, Key Accounts
Table Bay Financial Network
01.2011 - 01.2012
Insurance Wholesaler
Fidelity Investments
01.2004 - 12.2004
Director, Annuity Sales
New York Life Insurance Co.
01.1999 - 12.2004
- CA State Life & Health Insurance License
Bachelor of Arts - Business Administration
Washington State University
Similar Profiles
LAUREN D. SUTHERLANDLAUREN D. SUTHERLAND
Sales Development Associate at SelectQuoteSales Development Associate at SelectQuote
Carleitha AugustCarleitha August
Medicare Sales Agent at SelectQuoteMedicare Sales Agent at SelectQuote
Alina MooreAlina Moore
Licensed Insurance Agent at SelectQuoteLicensed Insurance Agent at SelectQuote