Jacob Robison Email & Phone Number

North Salt Lake, UT, US

Salt Lake City, Utah

• ValuTeachers provides an educational approach to helping school employees understand and save for their retirement.
• Improved the retirement plans of 200+ educators across 17 states by providing retirement savings education, personal plan reviews, and qualified financial products to fit their needs
• Generated over $2.7 million premium as an independent producer, acquiring clients from in-person workshops, online marketing campaigns, and in-house client retention programs
• Overcame pandemic-related client access challenges via virtual appointment scheduling and conducting system via Calendly, Zoom, NLG Illustration Software, and email campaigns. Conducted company-wide remote training on.
• Currently hold licenses in 17 states for life and annuities, contracted with National Life Group

Ponte Vedra Beach, Florida

• Marketing Coordinator at the National Marketing Office for ValuTeachers. "Helping Educators Retire with Financial Dignity"
• Conducted company illustration software training meetings in both virtual and on-site group settings across various states, and presented at company-wide conventions in Georgia and Florida
• Led ValuTeachers marketing team in the development of sales strategies and supporting materials
• Simplified and enhanced the new agent contracting, business planning, and training process by creating data tracking systems and scripted walkthroughs for appointment pipelines
• Acted as a key representative for company associates; responsible for a wide range of administrative duties including onboarding, training, phone assistance, and supply ordering
• In coordination with the marketing team, helped plan and facilitate semi-annual conventions, recruiting and training meetings, and producer training workshops

Kalispell, Montana

• Created website using WordPress web builder, and incorporated a Google AdWords Campaign and SEO

Rexburg, Idaho

Rebuilt complete company website, improving content quality and employee/client recruiting process This improved student and client project sign-up ability and ease of access. Conducted survey questionnaires and data analysis. Coordinated ALPS Advanced and Basic project content creation and design. Implemented Google AdWords campaign.

Rexburg, Idaho

Using WordPress web builder, created a fully functioning multimedia website. Launched a Google AdWords Campaign and incorporated Social Media and PayPal linking to landing pages as the first stages to personal piano composition awareness and availability.

Rexburg, Idaho

The IBC (Integrated Business Core) Program enables students to independently establish all aspects of a new business for a semester. As a part of the IBC program, we developed a profitable food company as a group of 14 students, using the LEAN Business Model. Three rotations included the following positions during the course of the semester - Inventory.

Kalispell, Montana

Utilized Dealer Socket CRM to achieve sales goals, covering the cost of the next 3 college semesters

Kalispell, Montana

I worked closely with a 12 year old boy who is diagnosed with Cerebral Palsy. I assisted in feeding, grooming, homework, and provided physical therapy on a daily basis.

Kalispell Montana

Master Of Business Administration - Mba

• Achieved 97% percentile team score worldwide in Harvard Bike Sim for MBA students • Used Tableau and Orange software • Learned.

Bachelor Of Science In Business Management, Marketing

Education record