Summary
Overview
Work History
Education
Skills
Software
Timeline
BusinessAnalyst
Jennifer Sale

Jennifer Sale

Saratoga Springs,UT

Summary

Results-oriented Senior Account Executive with experience strengthening customer relationships and promoting company offerings. Strong active listening and persuasion skills. Adaptable and motivated by new challenges.

Overview

19
19
years of professional experience

Work History

Senior Account Executive

Gen1 Financial Advisors
Thatcher, AZ
04.2022 - Current
  • Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
  • Researched emerging industry trends, applications, and concepts to enhance products and services.
  • Prepared documentation, finalized sales and maintained records.
  • Collaborated with research analysts to devise strategies for lead generation and growth.
  • Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
  • Set and monitored sales targets and identified potential customers.
  • Promoted company offerings to diverse customers with targeted and disciplined approach.
  • Identified opportunities to expand or shift course to take advantage of changes in market.
  • Tracked trends and suggested enhancements to both challenge and refine company's product offerings.

Insurance Agency Owner

Monte Rosa Insurance Agency
Lehi, UT
02.2005 - Current
  • Executed new business goals, objectives, and action plans to fuel improvement
  • Communicated with existing and prospective clients to increase new and repeat business
  • Forecasted trends and capitalized on emerging opportunities, adapting to changing business conditions and market demands
  • Analyzed financial statements and activity reports to measure productivity or goal achievement
  • Facilitated the recruitment of new trained personnel, monitoring performance to assess need for merit or discipline
  • Executed clear expectations and objectives for team members and helped each achieve goals
  • Audited financial and administrative controls, accurately tracking funds and keeping records current
  • Managed customer experiences with close eye on team interactions, touchpoints and methods of engagement
  • Facilitated great rapport with vendors, resulting in growing partnerships and generating business
  • Reinforced solid partnerships with selected organizations to promote brand strategy
  • Analyzed business accounting records regularly to identify and resolve problems
  • Oversaw day-to-day activities to facilitate business operations
  • Communicated with team, customers, and vendors to resolve disputes
  • Assessed financial reports to locate areas to cut costs and reduce waste.

Education

Masters of Business Administration Candidate - Accounting And Finance

University of La Verne
La Verne, CA

Bachelor of Arts (B.A.) - Business Administration -

University of La Verne

Skills

  • Customer Service
  • Talent Allocation
  • Project Management
  • Regulatory Compliance
  • Financial Management
  • Customer Relations
  • Business Planning
  • Relationship Management
  • Client Acquisition
  • Policy analysis
  • Industry Trends
  • Claims Management
  • Client Service
  • Sales management
  • Operations Management
  • Sales Leadership

Software

Microsoft Office Suite

Google Workspace

Salesforce

IPipeline

Adobe

Insurance CRM's

Timeline

Senior Account Executive

Gen1 Financial Advisors
04.2022 - Current

Insurance Agency Owner

Monte Rosa Insurance Agency
02.2005 - Current

Masters of Business Administration Candidate - Accounting And Finance

University of La Verne

Bachelor of Arts (B.A.) - Business Administration -

University of La Verne

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Jennifer Sale