Jessica Hill
Kansas City,KS
Summary
Personable and driven with talent for building relationships and effectively communicating product knowledge. Possesses deep understanding of market trends and financial instruments, coupled with adeptness in client relationship management and sales strategies. Poised to make significant impact by driving revenue growth and fostering strong client connections.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Internal Wholesaler
Delaware Life Marketing, LLC
07.2022 - 09.2024
- Effectively managed the sales territory for both Michigan and Pennsylvania alongside two of the companies top RVP's.
- Consistently meeting or exceeding established goals and targets.
- Presented talks on currently available products with both prospects and current producers.
Transitions Consultant
Advisors Excel
07.2020 - 07.2022
- Facilitated smooth transitions for advisors to transfer their books of business, integrating teams and systems seamlessly.
- Set daily training meetings through Teams to train the advisor and the advising office on the different business support programs that they had available to help with gaining additional business.
Internal Wholesaler
Ivy Investments
01.2020 - 06.2020
- Assisted in the development of additional assets from prospective and current advisors by utilizing marketing materials, ensuring accurate representation of products and services offered.
Internal Wholesaler II
Security Benefit
01.2016 - 01.2020
- Effectively managed Southern California territory, consistently meeting or exceeding established goals and targets.
- Enhanced client retention rates by building trust through consistent follow-up on inquiries, concerns, or issues raised during interactions.
- Handled inbound sales inquiries and outbound telemarketing calls.
- Achieved significant growth in assets under management through targeted prospecting efforts.
Rollover Investment Specialist
American Century Investments
01.2014 - 01.2016
- Networked with other professionals and organizations to expand contacts and opportunities.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
Inbound/Outside Sales Representative
Protection One Securities
01.2002 - 01.2013
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
- Established new accounts through cold calling and personal visits to potential customers.
Education
High School Diploma -
Monterey High School
Monterey, CA01.1996
Skills
- Account Acquisition & Retention
- Polished & Powerful Presenter
- Inbound and Outbound Sales
- Consultative & Channel Sales
- Marketing & Sales Campaign
- Lead Qualification & Generation
- Relationship Building
- Leadership
- Close Attention to Detail
- Adaptability
- Microsoft Suite
- Sales presentations
- SalesForce
- Adobe Professional
- Industry research
- Performance tracking
- Territory management
- Adobe creative suite
- Investment strategies
- Promotional campaigns
- Portfolio diversification
- Partner relationship development
- Consultative sales skills
Technicalexperience
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft CRM
- SalesForce
- Adobe Professional X
Salesexpertise
- Account Acquisition & Retention
- Polished & Powerful Presenter
- Inbound and Outbound Sales
- Consultative & Channel Sales
- Marketing & Sales Campaign
- Lead Qualification & Generation
Certification
Finra-Series 6, 63
Insurance Licensed-Annuities
Timeline
Internal Wholesaler
Delaware Life Marketing, LLC
07.2022 - 09.2024
Transitions Consultant
Advisors Excel
07.2020 - 07.2022
Internal Wholesaler
Ivy Investments
01.2020 - 06.2020
Internal Wholesaler II
Security Benefit
01.2016 - 01.2020
Rollover Investment Specialist
American Century Investments
01.2014 - 01.2016
Inbound/Outside Sales Representative
Protection One Securities
01.2002 - 01.2013
Finra-Series 6, 63
Insurance Licensed-Annuities
High School Diploma -
Monterey High School
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