Jake Underhill Email & Phone Number

Utah, Arizona, Idaho, Nevada

• Manage whole life insurance vertical. • Primary focus is on Whole life insurance and retirement planning. • Communicate with senior level executives on workflow and ensure smooth case placement. • Identify the needs of the client and show how our products fulfill those needs using consultative sales process. • Run illustrations and educate agents on products to increase close rates.

South Jordan, Utah, United States

• Meet with potential patients using a consultative sales approach.• Create treatment plan and find a financial pathway to receive treatment.• Consistent top performer in center. • Work existing pipeline to schedule appointments, phone calls, emails, texts and office visits. • Work with operations manager to ensure sales goals are achieved. Analyze business data and look for areas of improvement.

American Fork, Ut

 Start-up Company expanding very quickly with use of technology.  Manage the day-to-day operations of the acquisitions team. 7-10 members total.  Prospect in new markets and create new lead sources. Cold call, follow up on leads and network to find new inventory vendors. Hunter mentality.  Manage new client relationships through the acquisitions process.  Ensure new clients have a seemless experience and understand exactly how to use acquisition portal.  Analyze property purchases to ensure guidelines and profitability are met. Final decision maker on purchases.  Increased company portfolio to $250mm.  Prospect for reliable property management companies. Negotiate fees, leases and contracts. Ensure proper handoff when property sales.  Streamlined business with new website and crm technology.

Greater Salt Lake City Area

Started as an agent as an independent contractor. Increased sales by 50 percent and became a top producer within the company. Managed all aspects of my business. Created relationships with different vendors and marketed myself to new clients. Found creative ways to close deals, and increase sales.Hunter mentality. Self-starter with passion to be successful.

Greater Salt Lake City Area

Recruited for open positions every month for active call center. Sell applicants on the idea of working in a call center. Conduct interviews, make job offers, and facilitate orientation classes, all aspects involved through the hiring process. Conduct first line interviews. Make hiring recommendations to Floor managers. Typically hire between 75-150 people per month. Create job postings for internal positions within the company. Started on the phones selling balance transfers to current customers before moving into the Human Resources Department.