Jason Mangold Email & Phone Number

Irvine, California, United States

Product Enhancements:• Build and design wireframes for the user interface to ensure a smooth handoff to the development team.• Create and formulate new calculators to enhance the software.• Quality assure new calculators and reports before they go into our Production environmentProduct Management:• Plan, organize, and oversee the execution of tasks and resources to achieve specific product enhancements within a set timeframe.Support: • Provide support to financial advisors and insurance agents, guiding them in the effective utilization of the Advisys financial planning software.• Conduct engaging group and individual training sessions for financial advisors, empowering them to leverage the software for optimal client outcomes.• Maintain a professional demeanor while addressing customer inquiries via calls and emails regarding the software.• Manage and train client service representatives • Lead the recruitment and onboarding process for new client service representative hires.Sales:• Proactively initiate daily outbound calls, successfully securing annual software subscription renewals.• Oversee a sizable enterprise account, providing comprehensive training to drive user adoption and effectively manage the renewal process for high retention rates.CRM Administration:• Led the successful migration of our company's CRM, serving as the primary point of contact for all ongoing CRM enhancements and support, ensuring optimal system functionality and user experience.Administration:• Optimize data analysis procedures by implementing Excel macros, resulting in a 75% reduction in data entry time for monthly usage data.Marketing:• Collaborate with the marketing team in creating, recording, and editing impactful videos for widespread distribution.

Irvine, California, United States

• Assist financial advisors and insurance agents on how to use the Advisys financial planning software• Entered and analyzed monthly usage data to determine training next steps; Wrote code in Excel macros to reduce data entry time by 75%• Host group and individual trainings to financial advisors on how they can best use the software for their clients• Answer calls and emails professionally from customers regarding the software• Make daily outbound calls to ensure customers renew their annual software subscription and handle credit card and check transactions• Collaborate with marketing on writing, recording and editing videos for distribution• Design and give recommendations on new user interface design and functionality

Irvine, California, United States

• Assist experienced financial advisor with client data entry and financial plan building• Reach out to clients to gather needed financial planning documents• Pre-fill insurance and investment applications with client’s information• Organize task lists and collaborate with other staff

Irvine, Ca

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I am licensed to sell insurance in: California. CA Insurance License Number 0L15589.MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.

Irvine, Ca

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.I am licensed to sell insurance in California. CA Insurance License Number 0L15589.

Anaheim, Ca

Every month California’s Employment Training Panel (ETP) awards millions of dollars to organizations throughout the state to pay for their employee training programs. I assisted with:• Entry of rosters to ensure businesses receive the correct amount of training hours• Audit of businesses training hours to ensure our record and the business have the same amount of hours• Correction of businesses rosters so they are ETP approved

Southern California

• Work alongside a content creator to gain over 1.5 million YouTube subscribers• Generate over 135 million views on YouTube• Operate a hidden camera and wireless microphone to capture social interactions• Create high quality videos by editing footage to highlight the best segments using Final Cut Pro X• Maintain a successful partnership with Fullscreen and YouTube for monetization• Communicate and interact with other popular YouTube talents to give advice and gather information

Whittier, California

• Execute miscellaneous office tasks to ensure maximum efficiency • Organize important client files across multiple locations• Perform basic handyman duties around the office