Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Jessica Ezell
Open To Work

Jessica Ezell

Oklahoma,OK

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Financial AdvisorB2B Sales Team LeadBusiness Development Representative

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Oklahoma, OK, US
Open to relocation: Yes

Important To Me

Career advancementCompany Culture

Summary

Results-driven financial professional with experience in financial advisory, business development, strategic relationship management, and B2B sales leadership. Proven ability to develop high-value client relationships, analyze financial needs, drive revenue growth, and advise business owners on long-term financial and operational strategy. Interested in leveraging financial planning, client advisory, and business development experience into mergers & acquisitions, investment banking, or corporate finance.

Overview

6
6
years of professional experience

Work History

Financial Advisor

Northwestern Mutual
Oklahoma City, OK
04.2025 - Current
  • Achieved Pacesetter P40 recognition. brought on 40 new client relationships within a six-month period through targeted business development, referral cultivation, and consultative financial planning, earning.
  • Advise clients on investment allocation strategies, risk mitigation, retirement planning structures, and long-term capital growth objectives.
  • Build and maintain strategic client relationships through consultative planning and education-based financial guidance.
  • Partner with business owners to discuss succession planning, buy/sell considerations, income protection, and tax-efficient wealth strategies.
  • Coordinate with external professionals including CPAs, attorneys, and lending partners to support holistic financial planning initiatives.

B2B Sales Team Lead

Huffman Insurance Agency
Oklahoma City, OK
08.2021 - Current
  • Lead B2B sales initiatives, focusing on cultivating and maintaining high-value client relationships to ensure long-term business success. Implement outreach strategies including networking, referrals, and direct contact to acquire new clients and expand business opportunities. Supervise and guide sales teams to enhance performance and achieve strategic objectives.
  • Achieved national recognition as one of the top 10 producers in insurance premium sales within six months of joining Farmers Insurance, with sales exceeding $200,000.
  • Generated $1.8 million in insurance premiums over a three-year tenure at Huffman Insurance, reflecting outstanding sales capabilities and strategic execution.
  • Promoted to B2B Sales Team Lead within the first year, showcasing leadership skills and effective team management.
  • Attained recognition as the annual top producer for the agency in 2022 & 2023, with over $500,000 in revenue generated, demonstrating superior sales performance and revenue growth.

Business Development Representative

Heartland Payment Systems
05.2020 - 08.2021
  • Drove client interest and growth through outbound calls by diagnosing needs and devising innovative solutions. Maintained in-depth knowledge of company offerings to deliver expert consultation and enhance customer satisfaction. Conducted comprehensive market research to uncover new business prospects and strategic expansion opportunities.
  • Selected Achievements:
  • Surpassed sales targets consistently, contributing significantly to overall team success and organizational goals.
  • Attained monthly recognition as a top performer, reflecting sustained excellence and superior performance.

Education

MBA - Women's Leadership

Southeastern Oklahoma State University
Durant, OK
05-2027

BBA - Accounting and Ethics of Business

Mid-America Christian University
Oklahoma City, OK
05-2020

Skills

  • Superior communication skills
  • Problem-solving skills
  • Organized and efficient multi-tasker
  • Goal-Oriented
  • Pipeline management
  • Relationship building and management
  • Analytical thinking

Timeline

Financial Advisor

Northwestern Mutual
04.2025 - Current

B2B Sales Team Lead

Huffman Insurance Agency
08.2021 - Current

Business Development Representative

Heartland Payment Systems
05.2020 - 08.2021

BBA - Accounting and Ethics of Business

Mid-America Christian University

MBA - Women's Leadership

Southeastern Oklahoma State University

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