Jacob Brad Johnson Email and Phone Number

I help individuals, families and business owners make insurance easy and simple for auto, home, rental, boat, motorcycle, umbrella, and other insurance needs.

Marketing Assistant at XYPN. I help with Blogs, Managing media accounts, Publishing events.I also manage the Find-An-Advisor profile system for consumers searching for XYPN Fee-only advisors.I also help with other special projects as needed with web-layout, minor graphics design, SEO, and backlinks.The XY Planning Network is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

The President is the primary student contact for the Center and the spokesperson for the team. He or she is also the liaison between the Center and University officials.Responsibilities:Supervise all meetings.Assist in the process of MMRC event planning.Oversee all VPs: Marketing, Social Media, Employee Engagement, and Training.Assist in Training, Marketing, Social Media, and Employee Engagement.Attend weekly team leadership meeting.Work with Director and Administrator to create semester and annual reports.

Creating a Business Plan for running a financial firm, presenting it to area leadership, Mutual Fund research, Phone Call Handling, Insurance document filing, helping with RMD completion, and being trained on client meetings.

Creating Marketing Materials, preparing and sitting in on client appointments, creating client visions, handling phone calls, updating RMD's and beneficiaries on qualified accounts, stock research, mailings, quarterly statment reviews, helping to open new accounts with TD Ameritrade, and keeping client documents up-to-date in NetDocs

Outbound cold calling, expectation management, quality control of calls, information gathering,

Call directing, Customer service, Problem solving, Enhancing product use, Troubleshooting. Create Customer happiness through resolving concerns and enhancing their technology.

I ran/repaired/picked up/dropped off lawnmowers and other small engines from customers.