Jesse Andrews, Cltc®

Jesse Andrews, Cltc® Email and Phone Number

Founder and CEO @ Wisepath Financial Group
High Point, NC, US
Jesse Andrews, Cltc®'s Location
High Point, North Carolina, United States, United States
Jesse Andrews, Cltc®'s Contact Details

Jesse Andrews, Cltc® work email

Jesse Andrews, Cltc® personal email

Jesse Andrews, Cltc® phone numbers

About Jesse Andrews, Cltc®

As Founder of Wisepath Financial Group, I use my 12+ years in the finance industry, all my awards, and all the continuing training I undertake for one goal: offering a more efficient and longer-lasting alternative to the old system of financial strategies.Old way: accumulate as many assets and hope inflation doesn't outpace your retirement income.New way: prepare for your retirement in a more efficient way and aim to get a larger income for a longer period of time from a smaller accumulated sum.This does not mean that our clients have fewer accumulated assets, only that they may potentially get a bigger bang for their buck — for a lifetime.The simple fact is that most of us here in North Carolina have our whole adult life to prepare for retirement. So your retirement income should outlive you, providing support for even long-term care and leaving plenty for future generations.That's why we at Wisepath Financial Group structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach. Our goal is to make sure you can potentially increase your retirement income with some guarantees, without any more out of pocket now.Registered Representative of and securities not providing brokerage services, and therefore, is not involved in executing securities transactions on behalf of clients., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of any brokerage services and is not a broker-dealer or Registered Investment Advisor.Jesse Andrews may conduct life insurance and securities business in North Carolina and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security, or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Jesse Andrews and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from jesse@wisepathgroup.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.

Jesse Andrews, Cltc®'s Current Company Details
Wisepath Financial Group

Wisepath Financial Group

View
Founder and CEO
High Point, NC, US
Employees:
11
Jesse Andrews, Cltc® Work Experience Details
  • Wisepath Financial Group
    Founder And Ceo
    Wisepath Financial Group
    High Point, Nc, Us
  • Wisepath Financial Group
    Founder & Ceo
    Wisepath Financial Group Sep 2017 - Present
    Greensboro, North Carolina, Us
    Wisepath Financial Group was started to help small businesses and individuals meet their financial goals. We take great pride in getting to know each one of our clients and providing individualized service. Working with Wisepath Financial Group means you will have someone dedicated to the task of helping you to optimize your financial health. Operating a business comes with multiple responsibilities; Wisepath Financial Group's purpose is to ease the burdens on the financial side.Our desire is to preserve what our clients have, help create financial stability, as well as potential growth when opportune. Understanding your specific personal goals and family needs is critical to helping design a strategy that will work for you; which is why we take the time to listen, get to know you, your situation, and your needs.We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications.
  • Estate Mentors
    Chief Executive Officer
    Estate Mentors May 2022 - Present
    Estate Mentors is an advanced platform and technology designed to simplify and streamline the estate planning process. This innovative tool combines advanced software and user-friendly interfaces to assist individuals and families in creating and managing their estate plans effectively.
  • Reliance Automated Verified Leads, Llc
    Founder
    Reliance Automated Verified Leads, Llc Feb 2019 - Present
    Reliance Automated Verified Leads is a comprehensive solution for businesses seeking high-quality, pre-qualified leads and enhanced customer relationship management (CRM) capabilities. This versatile software offers various features, including lead generation, lead verification, CRM management, and communication tools. Reliance Automated Verified Leads is designed to simplify lead acquisition and management processes, helping businesses efficiently identify and engage with prospects. With its user-friendly interface and advanced automation, this platform streamlines lead acquisition and nurturing, enabling businesses to focus on converting leads into customers while maintaining robust CRM capabilities for effective customer relationship management.
  • Transamerica Agency Network
    Managing Representative
    Transamerica Agency Network Dec 2012 - Sep 2017
    Baltimore, Maryland, Us
    Manage diverse accounts statewide. Prepare cost and revenue projections. Collaborate cross-functionally to service 1200+ clients for the entire state of North Carolina. Provides leadership on strategies and optimization, builds strong relationships, and establishes clear lines of communication with clients, partners and internal staff members.
  • Wells Fargo
    Insurance Planner 2
    Wells Fargo Sep 2010 - Sep 2012
    San Francisco, California, Us
    Delivered insurance sales consultations and oversaw 10 call-centers to improve performance and net sales. Monitored calls to ensure quality and implement optimizations in sales processes. Trained and developed new hires to increase branch revenue. Spearheaded consultation with high-net clientele nationwide to surpass sales goals and production milestones. Managed 40 carriers and existing account portfolio to maximize efficiency and client retention.
  • Asset Marketing Services, Inc.
    Sales Associate
    Asset Marketing Services, Inc. Jul 2009 - Sep 2010
    Eagan, Minnesota, Us
    Directed a call-center to achieve quality benchmarks. Developed strategic relationships with vendors and established optimal rates for services to reduce expenditures and maximize revenue. Drove improvements in service quality by training and developing staff. Worked cross-functionally to ensure customer satisfaction and retention. Evaluated compliance with FTC laws and regulations.
  • Wells Fargo
    Mortgage Consultant (Previously Teller)
    Wells Fargo May 2007 - Jun 2009
    San Francisco, California, Us
    Reviewed loan applications and performed financial analysis, credit and property evaluations to provide feasibility reports for loan requests. Communicated with prospective customers and civic organizations to generate new business. Implemented policy and procedure improvements for mortgage dealings. Participated in special events to grow brand presence in community. Worked with clients to refinance troubled debt agreements.
  • Sterling Jewelers
    Sales Associate
    Sterling Jewelers Nov 2006 - Jan 2009
    Akron, Oh, Us
    Responsible for our five sales goals, including dollars sold, credit opened, lifetime replacement, multi-sale dollars, and customer satisfaction surveys. Delivering diamond sales presentations. Responsible for expensive merchandise. Prepare pre-booked sales for diamond events. Responsible for engaging customers in conversation to understand their needs and objections; presenting merchandise and detailed information on features and benefits; offering extended service plans and financing options; working with the entire sales team to provide a superior experience to all of our valued customers and meeting individual and team sales goals.
  • Ymca
    Aquatics Manager (Previously Sr. Lifeguard)
    Ymca 2004 - 2007
    Minneapolis, Minnesota, Us
    Supervision of the operations of the aquatics pools through planning, coordination, scheduling, and evaluating a variety of programs specific to aquatics area within the facility.

Jesse Andrews, Cltc® Skills

Leadership Insurance Sales Life Insurance Management Financial Analysis Employee Benefits Microsoft Excel Risk Management Sales Process Building Relationships Relationship Building High Organizational Skills Experienced Sales Professional Networking Sales Operations Microsoft Office Sales Management Team Building Development Of Sales Marketing Strategy Business Process Improvement Business Development Marketing Training Whole Life Insurance Whole Life Health Insurance Term Life Insurance Property And Casualty Insurance Permanent Life Insurance Customer Satisfaction Call Centers Umbrella Insurance Life And Health Insurance Licenses Strategic Sales Plans Universal Life Licensed Property And Casualty Insurance Agent Licensed Life And Health Insurance Agent Healthcare Key Person Insurance Healthcare Management Healthcare Banking Healthcare Consulting Healthcare Industry Complex Sales Accident Insurance Insurance Law Practice Finance Protection Actuarial Science Statistics C++ Key Person Protection Buy Sell Agreements Mortgage Protection Small Business Retirement Planning Excel Models

Jesse Andrews, Cltc® Education Details

  • University Of Minnesota
    University Of Minnesota
    Business Administration & Economics
  • Normandale Community College
    Normandale Community College
    General
  • Lakeville North High School
    Lakeville North High School
    General Studies

Frequently Asked Questions about Jesse Andrews, Cltc®

What company does Jesse Andrews, Cltc® work for?

Jesse Andrews, Cltc® works for Wisepath Financial Group

What is Jesse Andrews, Cltc®'s role at the current company?

Jesse Andrews, Cltc®'s current role is Founder and CEO.

What is Jesse Andrews, Cltc®'s email address?

Jesse Andrews, Cltc®'s email address is ja****@****ive.com

What is Jesse Andrews, Cltc®'s direct phone number?

Jesse Andrews, Cltc®'s direct phone number is +133627*****

What schools did Jesse Andrews, Cltc® attend?

Jesse Andrews, Cltc® attended University Of Minnesota, Normandale Community College, Lakeville North High School.

What are some of Jesse Andrews, Cltc®'s interests?

Jesse Andrews, Cltc® has interest in Children, Economic Empowerment, Risk Management, Education, Professional Relationship Building, Increasing Productivity, Science And Technology, Health.

What skills is Jesse Andrews, Cltc® known for?

Jesse Andrews, Cltc® has skills like Leadership, Insurance, Sales, Life Insurance, Management, Financial Analysis, Employee Benefits, Microsoft Excel, Risk Management, Sales Process, Building Relationships, Relationship Building.

Who are Jesse Andrews, Cltc®'s colleagues?

Jesse Andrews, Cltc®'s colleagues are Patrick Daugherty, Cpa, Mba, Cristian Diaz, G. Thomas Horner, Mba, Jesse Andrews.

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