Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Jeremiah M. Rojas

San Diego,CA

Summary

Accomplished professional with a successful history in owning and managing multiple insurance agencies. Merging extensive insurance market knowledge with disciplined leadership skills refined in the US Army, I offer a unique blend of expertise and determination to consistently achieve and surpass goals.

Overview

18
18
years of professional experience

Work History

31B - Military Police

Army National Guard
08 2022 - Current
  • Unyielding Dedication to Excellence
  • Participated in rigorous monthly weekend training and immersive two-week annual sessions for peak mission readiness
  • Guardian of Freedom and the American Way of Life
  • Ensured vigilant protection of individuals and valuable assets within Army installations
  • Maintained order and security
  • Adept Enforcement and Operational Mastery
  • Executed fundamental police operations with precision
  • Enforced laws and regulations adeptly
  • Consistently demonstrated a profound understanding of policing protocols
  • Decisive Crisis Management
  • Responded swiftly and effectively to critical situations
  • Managed emergencies across various settings, from on-base exigencies to dynamic deployment environments
  • Upholding Unparalleled Standards
  • Contributed to the safeguarding of personnel and invaluable resources
  • Demonstrated unyielding dedication to excellence in security management

Summary: Demonstrated commitment to excellence, vigilant security management, and ability to execute under pressure, ensuring the safety and protection of assets and individuals within Army installations.

Owner/Operator

Triad Sales & Marketing
04.2024 - Current

Owner/Operator
Triad Sales & Marketing | April 2024 - Present

  • Pilot the company towards exceeding clients' revenue goals through innovative growth solutions and strategic vision.
  • Oversee the development and execution of tailored sales and marketing strategies, resulting in significant revenue growth for numerous clients.
  • Established and manage a proprietary system for continuous client support and performance tracking, ensuring optimal results and client satisfaction.
  • Foster a collaborative and innovative work environment, driving the company's culture of excellence and continuous improvement.
  • Manage the company's financial health, including budgeting, forecasting, and strategic resource allocation.
  • Identify and pursue new business opportunities and partnerships, expanding the company's reach and impact.
  • Successfully integrated and applied strategies from industry leaders Grant Cardone, Brandon Dawson, and Simon Sinek, propelling a key client towards their ambitious annual revenue target set by Cardone Ventures.

Key Achievements:

  • Successfully helped numerous clients achieve substantial revenue growth through customized strategies and innovative approaches.
  • Integrated cutting-edge technologies and innovative practices into the company's offerings, enhancing service quality and client outcomes.
  • Established Triad Sales & Marketing as a trusted partner for small and medium-sized businesses nationwide, building a strong reputation in the industry.
  • Currently building a high-performing team of professionals to further expand the company's capabilities and reach.
Philosophy

Driven by a commitment to client success, innovation, and integrity, I lead Triad Sales & Marketing with a focus on empowering businesses to reach new heights. My approach combines strategic vision with hands-on execution, ensuring that every client receives personalized attention and achieves exceptional results.

Business Development Manager

California Dreams Hostel
10 2021 - 01 2023
  • Pioneering Operational Excellence: Commanded seamless day-to-day operations, orchestrating a symphony of efficiency that delivered unparalleled guest experiences.
  • Transformational HR Integration: Catalyzed organizational growth by ingeniously introducing a comprehensive HR department, seamlessly interwoven into the company's operational.
  • Precision Schedule Architect: Engineered meticulous schedules that harmonized staff resources with demand, ensuring optimal performance while meeting customer needs.
  • Operational Enhancement Trailblazer: Proactively identified avenues for operational refinement, strategic financial maneuvers, and optimal employee placements, consistently enhancing the company's trajectory.
  • Talent Nurturer and Architect: Scouted, recruited, and nurtured a high-performing team through meticulous hiring and robust training, fueling a workforce aligned with the company's vision.
  • Disciplinary Trailsetter: Devised a progressive disciplinary framework to address employee misconduct, fostering correction and growth while upholding the company's values.
  • Innovative Hierarchical Advancements: Pioneered innovative team lead roles, strategically positioning them between executive management and ownership, facilitating streamlined communication and decision-making.
  • Under my strategic leadership, California Dreams Hostel achieved new echelons of operational brilliance, poised at the intersection of excellence and innovation, consistently achieving and surpassing monthly sales targets through proactive customer engagement and product knowledge.
  • Fostered lasting relationships with customers by providing personalized health and nutrition advice, guiding them in selecting appropriate supplements, vitamins, and dietary products to meet their specific health goals.
  • Utilized exceptional communication and interpersonal skills to effectively listen to customer needs, address inquiries, and provide expert recommendations, ultimately driving increased sales and customer satisfaction.
  • Played a key role in visual merchandising and store layout, ensuring an attractive and organized presentation of products that enhanced the shopping experience and boosted sales.
  • Actively participated in product training sessions to stay up-to-date with the latest nutritional trends and product launches, allowing for informed product recommendations and superior customer service.
  • Collaborated with the store management team to strategize and implement promotions, marketing initiatives, and customer loyalty programs, contributing to increased foot traffic and revenue growth.
  • Resolved customer concerns and issues promptly and professionally, maintaining a high level of customer retention and fostering a positive store reputation within the local community.
  • Leveraged a deep understanding of health and wellness principles to provide customers with valuable insights and guidance on improving their overall well-being through proper nutrition and supplementation.

President

Synergy Insurance Marketing
05 2020 - 10 2021
  • Strategic Leadership in Insurance Marketing: Led a transformative era as President of Synergy Insurance Marketing,deploying expert marketing consultations to licensed insurance agents,amplifying their revenue potential.
  • Data-Driven Marketing Mastery: Directed data researchers and analysts in extracting vital insights, translating them intohighly targeted mailers tailored to specific regional markets.
  • Operational E ciency Champion: Demonstrated dynamic delegation by overseeing the distribution of mailersthrough a marketing representative, meticulously scheduling potential buyer engagementswithin their homes.
  • Elevated Branch Performance.
  • Orchestrated remarkable growth, propelling the branch's profitability by an impressive, while concurrently achieving a 7% upswing in agent acquisition.
  • The testament to mystrategic acumen was evidenced by a stellar 92% agent retention rate, solidifying ourreputation as an industry leader.
  • Managed payroll for Synergy Insurance Marketing, ensuring accurate and timely processingof employee salaries and benefits.
  • Prepared, processed, and reconciled bi-weekly payroll for multiple entities within theorganization.
  • Reviewed and verified quarterly and year-end payroll tax statements and reports, ensuringcompliance with federal, state, and local laws.
  • Collaborated with the accounting department to compile and distribute payroll summariesand reports, including prepared payroll journals to the general ledger.
  • Managed the annual payroll year-end processing reconciliation and closure
  • Processed wage garnishments and initiated the setup of all benefit plan carrier connectionswith the benefit carrier.
  • Ensured timely filing of 401(k) Plan forms, including Form 8955-SSA and Form 5558
  • Coordinated and managed the annual 401(k) Plan audit process in collaboration withexternal auditors.
  • Prepared and issued accounting reports and check requests related to payroll.
  • Managed the preparation and submission of FSA employee census information.

Owner/Operator

Safe Charter Financial Group
06 2018 - 05 2020
  • Strategic Team Building: Spearheaded the growth and development of ahigh-performing team comprising over 50 agents and strategic partners
  • Lead Generation Mastery: Demonstrated unparalleled prowess by dominating thelead generation segment of the business, consistently bringing in dozens of newclients each week
  • Saw Strategic Contract Negotiations: Skillfully negotiated and secured new contractswith carriers, augmenting the organization's portfolio and enhancing serviceo erings
  • Process Optimization through Algorithms: Pioneered the creation of a streamlined operational framework by harnessinginternal algorithms, resulting in a meticulously engineered workflow
  • Financial Acumen and Accountability: Developed comprehensive profit/loss statements, providing insightfulfinancial perspectives for informed decision-making
  • Profit Enhancement and Loss Mitigation: E ectively executed strategic plans aimed at amplifying profitability andcurtailing losses, contributing to the organization's financial well-being
  • Under my visionary leadership, Safe Charter Financial Group achieved remarkablemilestones, from strategic team expansion and lead generation dominance to innovativeprocess engineering and financial prowess.

Vice President

Symmetry Financial Group, Holistic
06.2016 - 06.2018
  • Obtained and leveraged a Life/Health/Accident Insurance License, showcasing comprehensive expertise in the insurance domain
  • Strategic Sales Execution: Applied Symmetry's sales platform adeptly to e ectively connect with and serve qualified clients, resulting in successful insurance sales
  • Innovative Agent Recruitment: Spearheaded agent recruitment, imparting and replicating successful processes to foster a high-performing team
  • End-to-End Client Engagement: Pioneered lead acquisition strategies, e ectively contacting and engaging leads, culminating in productive appointments within the client's premises.

Wireless Consultant

Verizon Wireless
10.2015 - 08.2017
  • Leveraged extensive product knowledge and communication skills to provide top-notch customer service and sales support as a Verizon Wireless Consultant
  • Successfully met and exceeded monthly sales targets by actively engaging with customers, identifying their needs, and recommending tailored wireless solutions
  • Proficiently handled customer inquiries, resolved technical issues, and ensured a seamless onboarding experience for new subscribers
  • Collaborated with team members to optimize store operations, maintain inventory accuracy, and create appealing merchandise displays to enhance the overall customer experience
  • Stayed updated on industry trends, product launches, and promotions to deliver informed recommendations and boost sales performance
  • Maintained a high level of customer satisfaction by addressing concerns and providing follow-up support to ensure customers' wireless needs were met
  • Demonstrated expertise in mobile devices, plans, and accessories to assist customers in selecting the most suitable options for their lifestyles and budgets
  • Participated in regular training sessions and workshops to enhance product knowledge and customer service skills, resulting in improved sales performance and customer retention.

Sales Manager

US Cellular
05.2013 - 08.2015
  • Operational Excellence and Procedural Adherence: Ensured flawless execution of store’s procedures in alignment with company standards, contributing to a consistent and reliable customer experience
  • Sales Mastery Coaching: Mentored and coached sales associates in refined sales techniques, honing their skills to achieve exceptional results.
  • Strategic Event Management: Innovated by hosting events that attracted increased foot tra c, fostering heightened business activity and engagement
  • Empowering Growth Through Communication: Orchestrated impactful weekly meetings, fostering an environment of growth by collectively identifying improvement opportunities.

Nutrition Counselor

Hi Health
04.2012 - 06.2013

Compliance Specialist

Bureau of Land Management
07.2011 - 04.2012
  • Collaborated closely with course developers to transform English-only training materials into 508 compliant resources, enabling equal access for individuals with disabilities
  • Meticulous Course Evaluation: Methodically assessed numerous training courses, both existing and new, to ascertain their adherence to federal code 508 standards, guaranteeing inclusivity and accessibility
  • By driving 508 compliance initiatives, I contributed to enhancing the accessibility and usability of training materials, ensuring that information reached a broader audience while adhering to regulatory standards.

Member Solutions Representative

Desert Financial
02.2009 - 06.2011
  • Fostered positive member experiences by
  • Ering exceptional assistance to both new and existing members, contributing to the institution's reputation for outstanding service
  • Personalized Member Interactions: Deepened member relationships by actively understanding their unique lifestyles and future aspirations, allowing for tailored solutions to address their financial needs
  • Expert Recommendations: Skillfully recommended relevant financial products, drawing from a comprehensive understanding of members' goals and preferences gained through attentive listening and professional engagement
  • By engaging members on a personal level and
  • Ering tailored solutions, I played a pivotal role in ensuring Desert Financial provided exceptional service that resonated with members' individual financial journeys and aspirations.

Leader I

City Of Glendale
05.2006 - 02.2009
  • Cultivated a Secure and Stimulating Youth Haven: Nurtured a secure and enriching space for children aged 6-12, ensuring their safety and fostering an environment conducive to growth
  • Strategic Activity Coordination: Orchestrated a diverse range of activities, games, and projects that engaged and captivated young minds, promoting both enjoyment and learning
  • Parent Engagement and Communication: Hosted regular parent meetings to facilitate open dialogues regarding children's daily experiences and address any behavioral concerns, ensuring transparent communication and alignment
  • During my tenure as Leader I, I played an instrumental role in creating a nurturing and dynamic environment for young participants, fostering their personal development through engaging activities while maintaining e ective communication with parents for a well-rounded youth experience.

Education

IS-00800.d - National Response Framework

FEMA

IS-00100.c - Introduction to Incident Command Systems

FEMA
2023

IS-00200.c - Basic Incident Command Systems for Initial Response

FEMA
2023

IS-00700.b - An Introduction to the National Incident Management System

FEMA
2023

WMD/Terrorism Awareness for Emergency Responders - State Board for Educator Certification #500132

Texas A&M University
2023

Bourgade Catholic High School
2008

Skills

  • Lean/Six Sigma
  • Practical Application of 10X Mindset

Additional Information

  • Experienced professional with a proven track record of success in the insurance industry, owning and managing multiple agencies. Combining my extensive knowledge of the insurance market with the discipline and leadership skills honed during my time in the US Army, I bring a unique blend of expertise and determination to drive results and exceed goals.

Timeline

Owner/Operator

Triad Sales & Marketing
04.2024 - Current

Vice President

Symmetry Financial Group, Holistic
06.2016 - 06.2018

Wireless Consultant

Verizon Wireless
10.2015 - 08.2017

Sales Manager

US Cellular
05.2013 - 08.2015

Nutrition Counselor

Hi Health
04.2012 - 06.2013

Compliance Specialist

Bureau of Land Management
07.2011 - 04.2012

Member Solutions Representative

Desert Financial
02.2009 - 06.2011

Leader I

City Of Glendale
05.2006 - 02.2009

31B - Military Police

Army National Guard
08 2022 - Current

Business Development Manager

California Dreams Hostel
10 2021 - 01 2023

President

Synergy Insurance Marketing
05 2020 - 10 2021

Owner/Operator

Safe Charter Financial Group
06 2018 - 05 2020

IS-00800.d - National Response Framework

FEMA

IS-00100.c - Introduction to Incident Command Systems

FEMA

IS-00200.c - Basic Incident Command Systems for Initial Response

FEMA

IS-00700.b - An Introduction to the National Incident Management System

FEMA

WMD/Terrorism Awareness for Emergency Responders - State Board for Educator Certification #500132

Texas A&M University

Bourgade Catholic High School
Jeremiah M. Rojas