Jackie Frey Email & Phone Number

Lehigh/Berks Counties

Provide territory management within the financial industry. Responsibilities include ALL external marketing, and event planning. Working an instrumental part of team to maximize coverage, increase productivity and create relationships

Provided quality administrative support for busy sales professionals within the financial industry. Supported investment wholesalers and financial advisors setting up appointment scheduling, territory organization, event planning, marketing campaigns, management of social media sites, etc. Extensive background helping to manage and organize territories of any sales professionals.

Kutztown, Pa

Greater Philadelphia Area

Responsible for over 300 client/customer accounts exclusively. Weekly, daily and monthly sales quotas. Servicing, selling and maintaining a relationship with all customers both internally and externally.

Responsible for maintaining client relationships and providing on-going service support to some of the largest and most successful representatives in the United States in an independent environment. Day to day operations were unstructured and independent which provided the flexibility to develop and create the process required to maintain and increase production for one of the top ten wholesalers in the annuity division of the company. Part of compensation was predicated upon… Show more Responsible for maintaining client relationships and providing on-going service support to some of the largest and most successful representatives in the United States in an independent environment. Day to day operations were unstructured and independent which provided the flexibility to develop and create the process required to maintain and increase production for one of the top ten wholesalers in the annuity division of the company. Part of compensation was predicated upon increasing the overall level of sales production generated by over 300 producing Financial Advisors. Helped to ensure a smooth transition of a large sum of money between Hartford and the client. Acted as a liaison between Hartford and the surrendering company to streamline a smooth transition of the money. This increased sales for Hartford and the wholesaler, in addition kept the relationship alive between all parties. Show less

Continuing Education of all relevant new and updated information of the newer and existing employees as it pertained to product knowledge, sales material, training, tax law and its intricacies.Developed marketing campaigns to target specific retirement vehicles indicating tax and environmental considerations a very complex and difficult part of the business.

Educated and consulted with the brokerage, bank and independent community on annuities and mutual funds as investment vehicles indicating tax and environmental considerations while supervising an internal team of 10 people. Responsible for the internal West Coast sales coordinators for the company and the training of many of the external wholesalers enabling them to succeed when they went out into the field

All training, problem solving and organization within the internal and external employees. Acted as a liaison between National Home Life , the broker, and the client which in turn increased productivity.

As a Hartford Life subsidiary, spoke to brokers on the phone educating them about Hartford Annuities and Mutual Funds. Executed literature orders, ran illustrations, solved problems, and provided selling points to improve the overall sales process and increase sales.

Bachelors, Marketing With Secondary In Management

Associates Degree, Business Admin