Jared Coates
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Jared Coates Email & Phone Number

Retirement Plan Specialist at AFE Private Wealth
Location: Kansas City Metropolitan Area, United States, United States 11 work roles 2 schools
1 work email found @trupay.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@trupay.com
LinkedIn Profile matched
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Current company
AFE Private Wealth
Role
Retirement Plan Specialist
Location
Kansas City Metropolitan Area, United States, United States

Who is Jared Coates? Overview

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Quick answer

Jared Coates is listed as Retirement Plan Specialist at AFE Private Wealth, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at trupay.com and a matched LinkedIn profile for Jared Coates.

Jared Coates previously worked as Partner Account Manager at Human Interest and Committee Member at Culture First Kc. Jared Coates holds Bachelor'S Degree, Sports Management, Business from The University Of Kansas.

Company email context

Email format at AFE Private Wealth

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{first}.{last}@trupay.com
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AeroLeads found 1 current-domain work email signal for Jared Coates. Compare company email patterns before reaching out.

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Profile bio

About Jared Coates

As a partner account manager at Human Interest, I have the privilege of working with accounting professionals, business brokers, bankers and financial advisors every day. I work to collaborate with these professionals to provide 401(k) and 403(b) retirement plans to their clients that integrate with the payroll the client ALREADY uses and provides a low cost solution with zero transaction fees.Human Interest makes it easy and affordable to help your client's employees save for retirement. First company to charge NO TRANSACTION FEE'S and the first company to give cash back to the employees to incentivize them to save for retirement!

Listed skills include Sales, Sales Management, Sales Process, Customer Satisfaction, and 25 others.

Current workplace

Jared Coates's current company

Company context helps verify the profile and gives searchers a useful next step.

AFE Private Wealth
Afe Private Wealth
Retirement Plan Specialist
Kansas City, MO, US
Website
humaninterest.com
AeroLeads page
Company profile
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11 roles

Jared Coates work experience

A career timeline built from the work history available for this profile.

Partner Account Manager

Current
Human Interest

San Francisco, California, US

Jun 2023 - Present

Committee Member

Current
Culture First Kc

https://chapters.culturefirst.com/kansas-city/We are the Culture First KC peeps! Our purpose is to improve our world by improving the way we work. You'll know this is the group for you if the below community quotes resonates for you:"Culture transformation is hard and can be lonely, but there are others doing this work and it's beneficial to work.

Mar 2019 - Present

Strategic Business Consultant

Paychex

Rochester, NY, US

  • Paychex allows our clients to focus on their core competencies and revenue-generating activities by providing outsourced professional services in the areas of:
  • Human Resources
  • Payroll
  • Benefits Management / HRIS
  • Risk ManagementWe provide a dedicated contact for managers and employees in the areas of HR, Payroll, Benefits, Safety, and Retirement Services. Give me a call at 785-727-8271 and I will provide you a no-cost analysis.
Apr 2021 - Jun 2023

District Manager

Adp

Roseland, New Jersey, US

Jan 2018 - Jul 2019

Medical Equipment Sales

Radiology Oncology Systems, Inc. (Ros)

San Diego, California, US

Radiology Oncology Systems’ (ROS) mission is to increase global access to life saving or life improving diagnostic imaging and cancer therapy services by providing customers with affordable equipment solutions. ROS achieves its mission by delivering quality refurbished diagnostic imaging and radiation therapy products and associated services.

Jun 2014 - Jul 2017

Sales Manager

Hendrick Automotive Group

Charlotte, NC, US

  • Partnered with sales team to strategically structure sales offerings, resulting in a gross margin increase of 20% per sale
  • Actively worked floor with sales team to improve customer engagement, leading to higher volume of test drives
  • Executed outbound phone calls each day to prospective customers, driving revisits by 60%
  • Raised customer satisfaction scores from 73% to 100%, achieving the highest level of customer satisfaction out of 305 dealerships nationwide
  • Won regional sales competition hosted by Volvo Cars North America
  • Awarded the Volvo President’s Club three consecutive years, the first in the dealership’s history
Feb 2013 - Mar 2014

Sales Consultant

Hendrick Automotive Group

Charlotte, NC, US

  • Received Hendrick Automotive Group’s President’s Club Award for top salesman two years in a row
  • Resourcefully used a variety of data lists to execute cold calls to bring in new customers
  • Developed new and repeat clientele through active contact management and follow-up
  • Effectively assessed customer’s needs to tailor an automotive solution resulting in a higher customer lifetime value
  • Demonstrated closer, closed 1 in 3 customers
  • Trained, mentored and supervised fellow sales team members
Aug 2010 - Feb 2013

Sales

Sacs Distributors

eBay SalesCraigslist Sales

Jul 2006 - Aug 2010

Community Relations Intern

Kansas City Chiefs

Kansas City, Missouri, US

  • Was a liaison to the players and the organization during the football season
  • Hands-on management of Youth Football program for thousands of underprivileged youth
Aug 2009 - Jan 2010
Team & coworkers

Colleagues at AFE Private Wealth

Other employees you can reach at humaninterest.com. View company contacts →

CC Chris Cupolo, Arpc®, Ppc™ Chris Cupolo, Arpc®, Ppc™ Colleague at Afe Private Wealth Metro Jacksonville, United States, United States View → DB Dharmendra Bharti Dharmendra Bharti Colleague at Afe Private Wealth Delhi, India, India View → JS Jameson Sansone Jameson Sansone Colleague at Afe Private Wealth Raleigh, North Carolina, United States, United States View → DR David Rogers David Rogers Colleague at Afe Private Wealth Los Angeles Metropolitan Area, United States View → JW Jeff Warburton Jeff Warburton Colleague at Afe Private Wealth Los Angeles, California, United States, United States View → MR Matt Richards Matt Richards Colleague at Afe Private Wealth Lehi, Utah, United States, United States View → SK Shannon Krahe Shannon Krahe Colleague at Afe Private Wealth Brockport, New York, United States, United States View → JP Jeffrey Presto Jeffrey Presto Colleague at Afe Private Wealth Phoenix, Arizona, United States, United States View → MR Muhammad Raheem Muhammad Raheem Colleague at Afe Private Wealth Dubai, Dubai, United Arab Emirates, United Arab Emirates View → MW Melissa Walsh Melissa Walsh Colleague at Afe Private Wealth Rancho Cordova, California, United States, United States View →
2 education records

Jared Coates education

Bachelor'S Degree, Sports Management, Business

The University Of Kansas

General Studies, Computer Information Systems

Dodge City Community College
FAQ

Frequently asked questions about Jared Coates

Quick answers generated from the profile data available on this page.

What company does Jared Coates work for?

Jared Coates works for AFE Private Wealth.

What is Jared Coates's role at AFE Private Wealth?

Jared Coates is listed as Retirement Plan Specialist at AFE Private Wealth.

What is Jared Coates's email address?

AeroLeads has found 1 work email signal at @trupay.com for Jared Coates at AFE Private Wealth.

Where is Jared Coates based?

Jared Coates is based in Kansas City Metropolitan Area, United States, United States while working with AFE Private Wealth.

What companies has Jared Coates worked for?

Jared Coates has worked for Afe Private Wealth, Human Interest, Culture First Kc, Paychex, and Trupay | Workforce Success Starts Here.

Who are Jared Coates's colleagues at AFE Private Wealth?

Jared Coates's colleagues at AFE Private Wealth include Chris Cupolo, Arpc®, Ppc™, Dharmendra Bharti, Jameson Sansone, David Rogers, and Jeff Warburton.

How can I contact Jared Coates?

You can use AeroLeads to view verified contact signals for Jared Coates at AFE Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jared Coates attend?

Jared Coates holds Bachelor'S Degree, Sports Management, Business from The University Of Kansas.

What skills is Jared Coates known for?

Jared Coates is listed with skills including Sales, Sales Management, Sales Process, Customer Satisfaction, Customer Service, Automotive, Customer Retention, and Microsoft Office.

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