Jason W. Email & Phone Number

Kansas City Metropolitan Area

As a Business Consultant for Pareto Systems, my goal is to partner with and support financial advisory firms to help optimize their practice management, referability, scale their business, while fostering a long lasting relationship.The most important aspect of my role is not changing a firm's way of doing business, but to uncover the blindspots that haven't been revealed. In addition, having an in-depth understanding of their dream outcomes.This allows us to develop a customized plan through goal setting, strategy development, implementation, tracking progress, and accountability to ensure success.In the end, coaching advisors to reach new levels of success, provide their clients with a world class experience, and creating a balanced life is how we win together!

Led and developed a team of 6+ Sales Managers and 200+ Medicare Sales agents, consistently exceeding MBO sales targets by an average of 112%. Utilized collaborated communications with senior leadership to develop and execute strategic initiatives to expand the company's market presence and achieve business growth objectives.

United States

Strategically led a team of 30-65 Medicare Sales agents, driving them to exceed MBO sales targets by an average of 123% while delivering world-class service to senior clients. Developed and implemented sales strategies to expand our market share and enhance the company's growth.

Overland Park, Ks

Designed and delivered comprehensive training programs to equip insurance agents with the knowledge and skills needed to excel during the Annual Enrollment Period (AEP). Enhanced the team's performance, ensuring compliance with regulations and driving successful AEP campaigns.

Overland Park, Kansas, United States

Prospected, consulted, and sold insurance solutions to senior clients, helping them make informed decisions about coverage needs. Built and maintained strong customer relationships while achieving sales targets and contributing to the growth and success of the organization.

Overland Park, Ks

Director of Agent EducationDeveloped and oversaw comprehensive training and educational programs for insurance agents, equipping them with the knowledge and skills needed to excel. Collaborated closely with senior leadership to align educational strategies with business goals, ensuring a highly competent and successful agent network.

Topeka, Ks