Adam Jacobs Email & Phone Number

West Orange, Nj, Us

Livingston, Nj

Create and implement a new electronic onboarding system for new hiresTrain new agents on all systems available to help them build their businessesEnsure agents remain compliant with all relevant regulationsDeveloped, planned and launched the New Agent Mentor Program

Livingston, New Jersey, United States

Point Person between our Market Center, Agents and Remote Market Center Administrator. Additionally work with our Regional Director and his team to ensure accuracy and reach our desired results.

Livingston, New Jersey

Supervise the daily operations of a rapidly growing real estate firm.Work with the Team Leader, Operating Principal and Market Center Administrator on office budgets and real estate protocol.Decide and implement office procedures and ensure they are enforced. Coordinate agent events and meetings.Handle all outside vendors including but not limited to Mortgage Companies, Title Agencies and Attorneys to ensure the daily operations of the agency are not interrupted.Train incoming and existing agents on the Keller Williams philosophy to avoid any interruption of their sales activity.Plan and execute company wide training seminars for Top Producers in the Greater New York/Northern New Jersey Regions through various coaches.Organize travel arrangements for top management for various functions throughout the country.

The Olson Financial Group Summit Nj

Opened and maintained new and existing client accounts, processed & followed the progress of incoming transfers from other Broker Dealers such National Financial Services, Merrill Lynch and the like using Pershing's NetExchange Pro systemUpdated client personal information on NetExchange ProPlaced trades in client's individual and corporate accounts on the open marketWorked with Compliance, investment clients and their representatives on issues including Independent Investment Advisor reviews, outside business activities, personal securities accounts and dual registrationProvided field office support for compliance issuesAssured the quality of compliance within all regulatory requirementsImplemented and maintained the on-line document retention system of all account maintenance and correspondence on the FEDR system

Reviewed incoming files for potential candidates for hire in branch offices and for 1st and 3rd party appointments with Prudential Financial and Wachovia SecuritiesUsed multiple web-based programs such as NASD WebCRD, CT Insurance, CARCO, My Big.Net and The National Licensing and Registration DatabaseUsed candidate information during review process to make final approval and denial decisionsReconstructed and continued to maintain Prudential's off-site warehouse facility to ensure the efficiency and ease of tracking files dating back to 2000Contacted branch managers requesting additional information to deliver accurate compliance decisionsDeveloped a solid relationship with PruSelect Management team in Minnesota to change the Prehire Department's turnaround time from 48 hours to same-day decisionsWorked on various projects for Senior Vice Presidents of Compliance for Prudential's Group Life Insurance Division as well as other divisions

New York, New York

Together with an amazing design team, we hand picked the pieces to be displayed for each of the high end department stores in the Ralph Lauren Shoppes.

Managed the daily operation of the office by processing real estate transactions, maintaining files and office equipment, resolving associate issues, organizing special events, and dealing with service contractors and suppliersWrote advertising for real estate properties for placement in over 30 publications throughout New York and New JerseyDeveloped associates personal advertising campaigns for centralized areasResearched and generated portfolios pertaining to areas of Northern New Jersey Reported current market trends and associate development to senior management