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.:• Train new sales Representatives to efficiently and effectively conduct an appointment and a targeted prospecting system according to agency guidelines.• Conduct Prospecting activities and appointments with new Sales Representatives.• Review and evaluate effectiveness of Prospecting, Placement, Production, and Persistency goals.• Assist Management with weekly updates and personal development sessions, conduct call sessions, and set daily goals with Representatives.• Attend district meetings with Branch and District Management to evaluate current month results and plan objectives for following months.

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), Expanding personal knowledge and skills through joint work with fellow associates.