Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Jonathan Hatch

Orem

Summary

Demonstrated success in financial sales, leading door-to-door outreach teams, and tailoring financial products to meet clients' needs through insurance. These experiences honed skills in client prospecting, team leadership, and building trusted financial relationships, driving consistent growth in client portfolios.

Overview

4
4
years of professional experience

Work History

Licensed Life Insurance Agent

Self-employed
01.2026 - Current

client-focused life insurance professional skilled in relationship building, financial needs analysis, and personalized protection planning. Experienced in identifying client goals, solving complex coverage needs, and communicating financial concepts in a clear and trustworthy manner. Strong interpersonal and customer service skills with a relationship-first approach focused on integrity, long-term client support, and delivering tailored solutions that provide financial security and peace of mind. Acquired a love for building trust, developing and maintaining professional client relationships, and guiding individuals and families through important financial decisions with empathy and professionalism.

Door to Door Sales manager

A Plus Garage Doors & Repair
West Valley
04.2025 - 05.2026

Managed and led a team of youth representatives in a door-to-door sales program for a garage door company. Oversaw hiring, onboarding, and training of new team members, ensuring they understood products, services, and sales techniques. Managed daily logistics, including supply restocking, and maintained sales tracking programs. Acted as the go-to resource for team questions and challenges, fostering a collaborative and high-performance environment.

  • Managed sales team to achieve monthly targets and enhance performance.
  • Developed training programs to improve product knowledge and customer service skills.
  • Coordinated with suppliers to ensure timely delivery of garage door products.

Full-time Missionary

Church Of Jesus Christ Of Latter Day Saints
09.2022 - 09.2024

Fulfilled a two-year LDS mission in Taiwan, communicating fluently in Chinese and taking on leadership and training roles.

Education

Bachelor of Science - Financial Planning

Utah Valley University
Orem, UT
04-2028

Business

Salt Lake Community College
Salt Lake City, UT

Skills

  • Client relationship management
  • Cross-cultural communication
  • Language proficiency
  • Prospecting outreach
  • Team leadership
  • Goal setting
  • Financial planning

Timeline

Licensed Life Insurance Agent

Self-employed
01.2026 - Current

Door to Door Sales manager

A Plus Garage Doors & Repair
04.2025 - 05.2026

Full-time Missionary

Church Of Jesus Christ Of Latter Day Saints
09.2022 - 09.2024

Bachelor of Science - Financial Planning

Utah Valley University

Business

Salt Lake Community College
Jonathan Hatch