Jacob Thompson Email & Phone Number

Danville, Illinois, United States

• Lead a team of professionals to successfully accomplish enterprise and personal goals and incorporate targeted coaching strategies to sharpen skills and attributes.
• Execute perfected personal solicitation strategies to maximize loan acquisition potential.
• Cultivate relationships with local merchants and dealerships for mutual benefits and maximization of the loan application and referral pipeline.
• Reduce office payment delinquency by contacting past due clients daily while also strategically soliciting appropriately.
• Conduct accurate first-look underwriting of loan applications based on given variables to determine whether applicant is a viable loan recipient.
• Effectively sell all appropriate available ancillary products.

Terre Haute South Side

Terre Haute Downtown

Terre Haute Downtown

Terre Haute, Indiana Area

• Sales Representative:
• Focus on the customer, be ethical, produce results, be dynamic, and at all times be responsive to the changing financial needs of current and future clientele, while exceeding their expectations.
• Identify markets and develop appropriate prospecting plans, and effectively plan for and schedule all sales, marketing, and service activities for the week and foreseeable future.
• Proactively develop community relationships to cultivate and strengthen presence in target markets.
• Engage in activities directed at the continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Effectively sell insurance solutions.M.E.P.:

Terre Haute, Indiana Area

• Maintain and uphold the bearing and deportment of an honest and hard-working professional.
• Process transfers, additions, changes, loss and accident reports and quotes for client Auto, Fire, Life and Health policies
• Efficiently and effectively use NECHO and ABS to service clients and complete office tasks
• Office administrative duties include telephones, reception, correspondence, bookkeeping, bank deposits and supplies
• Find successful and innovative ideas to initiate new business and surmount company objectives
• Assist in maintaining and servicing over 2000 policy holders

• Prospecting for clients on a referral basis within clearly defined markets
• Learning how to develop and maintain long-term relationships with clients
• Active listening, gathering facts, analyzing total needs and making responsible financial recommendations (ic: life insurance, annuities, mutual funds, long term care, disability...college and retirement planning).