Hi, I’m
JILL DAVISON
FINANCIAL ADVISOR/RECRUITER
Perry,GA
Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Summary
Hard-driving business leader offering skill in strategic business planning and team development. Skillfully recruit and train employees at all levels to meet customer and business demands. Articulate, forward-thinking and resourceful in meeting unique needs. Very precise with developing intentional relationships with clients to create a win-win situation for everyone.
Overview
14
years of professional experience
1
Certification
Work History
DAVISON WEALTH GROUPPERRY, GA
Owner
08.2021 - Current
Job overview
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Enhanced operational efficiency and productivity by managing costs of day to day marketing and business needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
WoodmenLifeSPRING , TX
Regional Director
06.2017 - 01.2018
Job overview
- Monitored staff performance by actively engaging in and observing day-to-day activities.
- Recruited talented individuals to grow our region's sales team.
- Promoted company by giving exciting and dynamic presentations in the community.
- Reviewed financial reports to identify potential issues, cost saving opportunities and significant departures from budget.
- Represented region at various national events.
- Participated in promotional opportunities and onboarding of new recruits.
- Attended weekly meetings with regional office staff to discuss and optimize growth and budget strategies.
- Held monthly regional meetings to coach, train and motivate recruiting sales managers and field representatives.
- Worked alongside and trained management team to recruit, grow and develop a nationally ranked sales team.
WoodmenLifePERRY, GA
Recruiting Sales Manager
09.2009 - 05.2017
Job overview
- Maintained relationships with clients and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Supervised sales team of 15 people, stepping in to support employees and deliver smooth sales processes for clients.
- Organized promotional events and interacted with community to increase sales volume.
- Held weekly meetings with sales reps to identify techniques to overcome sales obstacles.
- Developed and implemented comprehensive salesperson training program.
- Improved recruiting processes to streamline team acquisition and onboarding strategies.
- Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
WoodmenLifePERRY, GA
Financial Representative
04.2008 - 09.2009
Job overview
- Established relationships with clients to assess financial needs and develop solutions to best fit their personal and business goals.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Improved networking procedures to increase sales by 120%.
Broxton Insurance Broxton, GA
Co-Owner/Operator
06.2005 - 03.2008
Job overview
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions for their crop insurance needs.
- Assisted farmers with their crop and acreage reporting, as well as soil sampling.
- Developed a more efficient process of client acquisition which increased client base by 80%.
- Managed client accounts with accuracy and great communication of needs to insuring companies.
- Served as liaison between farmers and crop adjusters to assist with ease of claim process.
- Created and monitored promotional approaches to increase sales and profit levels.
Education
South Georgia State College, Douglas, GA
Associate of Science from Agribusiness
06.1996
Skills
- Portfolio Management
- Leadership and People Development
- Employee Motivation and Performance
- Operational Analysis
- Change and Growth Management
- Integrity and Transparency
Certification
- FIC & FICF Certification
- Licensed Life & Health Insurance- GA, TX, FL, AL
- Series 6 & 63
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Owner
DAVISON WEALTH GROUP
08.2021 - Current
Regional Director
WoodmenLife
06.2017 - 01.2018
Recruiting Sales Manager
WoodmenLife
09.2009 - 05.2017
Financial Representative
WoodmenLife
04.2008 - 09.2009
Co-Owner/Operator
Broxton Insurance
06.2005 - 03.2008
South Georgia State College
Associate of Science from Agribusiness
- FIC & FICF Certification
- Licensed Life & Health Insurance- GA, TX, FL, AL
- Series 6 & 63
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