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Jason W. is listed as Coaching Financial Advisors to scale their buiness| Business Consultant | 20+ Years Experience | Pareto Systems Certified at Pareto Systems, a company with 15 employees, based in Olathe, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Jason W..
Jason W. previously worked as Certified Business Consultant at Pareto Systems and Senior Sales Manager, Manager Development at Selectquote Senior Insurance Services. Jason W. holds Bachelor'S Degree, Organizational Leadership (In Progress) from The University Of Kansas.
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So how didO get here ...I spent nearly 20 years in the financial services industry.I worked with and trained some of the country's top financial advisors. For three years, I worked as an advisor and learned the business firsthandAnd those 20+ years taught me what keeps advisors from growing . . .❌ Seeing minimal growth year to year❌ Not enough referrals❌ Minimal systems and processes in place❌ Distracted by day to day operations❌ Working too many hours per week❌ Not enjoying time with family and friendsNOW THE GOOD NEWS . . .When you hire me as your Business CoachYou will see a path to a more predictable, achievable, and specific plan to scale and reclaim you life!How??✔ Deep Dive Gap Analysis to understand your business and goals✔ Learn Where Your Strengths and Challenges are✔ Create a customized action plan based on your needs✔ Provide guidance to learn and successfully implement proven strategies✔ Help you achieve your dream outcomes while spending less time in your business✔ Get your life back, your time back, and begin enjoying work, family, and hobbies!I love connecting with people and learning their stories. If you are a financial advisor or team looking to grow. let's chat.Here are some easy steps to learn more . . . - DM me in LinkedIn messenger OR- Schedule a FREE Discovery Call here: https://calendly.com/jwestover-pareto/coachingSimple as that!I would love to learn more about your business and how I can provide value for you!
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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.
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.
Other employees you can reach at paretosystems.com. View company contacts for 15 employees →
Elaine Christakos Coach
Colleague at Pareto SystemsKelowna, British Columbia, Canada, Canada
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Grant Gamble Cfp
Colleague at Pareto SystemsGreater Kelowna Metropolitan Area, Canada
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Bob Chamberlain
Colleague at Pareto SystemsKelowna, British Columbia, Canada, Canada
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Mike "Cy" Cajthaml Jr.
Colleague at Pareto SystemsOverland Park, Kansas, United States, United States
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Jason W. works for Pareto Systems.
Jason W. is listed as Coaching Financial Advisors to scale their buiness| Business Consultant | 20+ Years Experience | Pareto Systems Certified at Pareto Systems.
Jason W. is based in Olathe, Kansas, United States while working with Pareto Systems.
Jason W. has worked for Pareto Systems, Selectquote Senior Insurance Services, Creativeone, and Aviva.
Jason W.'s colleagues at Pareto Systems include Elaine Christakos Coach, Grant Gamble Cfp, Bob Chamberlain, and Mike "Cy" Cajthaml Jr..
You can use AeroLeads to view verified contact signals for Jason W. at Pareto Systems, including work email, phone, and LinkedIn data when available.
Jason W. holds Bachelor'S Degree, Organizational Leadership (In Progress) from The University Of Kansas.
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