Jeff Davis Email & Phone Number

Dream Builder Life CoachPersonal Empowerment and Transformation Specialist

Houston, Texas, United States

West University Place, Texas, United States

* Managed a portfolio of mass affluent clients and professionals in Houston’s wealthiest zip code to optimize existing and new relationships while developing independent client and business networks.* Implemented needs-based Portfolio Reviews for Affluent Clients, saving more than $17 million in deposits and investments from leaving BBVA.* Recognized as “Rookie of the Year” for investment business growth while working across multiple branches.* Created a referral-based lending network in Q2 2020, during COVID, generating over $10 million with growth potential for $25 million annually.

Houston, Tx

* Acquired Security Industry Essentials (SIE) designation and NMLS Registration.* Partnered with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to better serve affluent customers with specialized financial needs.* Promoted to Private Client Banker within 6 months of hiring on.

Houston, Texas, United States

* Acquired Series 7 and Series 66 designations.* Established client specialist partnerships and developed team marketing plan including value proposition evaluations, marketing materials, and social media.* Coached five team members and established working relationships with local and national wholesalers for sourcing prospects, leads and referrals, and product offerings for the team’s client acquisition plan.

Texas, United States

* Hold Texas Group 1 Insurance License.* Launched client relationships with existing book of business by establishing credibility through insurance and financial reviews.* Deepened client relationships through needs-based reviews and providing suitable recommendations based on client’s values and goals.* Gained membership in Allianz Masters Forum Club and qualified for Million Dollar Round Table (MDRT).* Recognition with American Equity Investment Life Insurance Company, F&G Annuities and Life, and Jackson National Life Insurance Company

Houston, Texas, United States

* Contacted new and existing customers with home repair and improvement needs and competitively priced projects based on analyses of customers’ needs.* Provided product options for increased energy efficiency and savings while potentially increasing home value.* Worked with insurance companies, suppliers, vendors, government agencies, and subcontractors following Hurricane Ike as the lead contractor for storm-related repairs as well as full renovation and restoration projects. * Initiated a redesign of the company’s website and primary marketing campaign, creating double-digit increases in customer inquiries & revenues and expansion of the company into new markets.

Houston, Texas, United States

* Prepared damage appraisal estimates for residential claims up to $300,000 and personally managed more than 10,000 claims over 16 years without a single State Board complaint.* Resident troubleshooter and problem solver for mismanaged claims and customer complaint resolution.* Worked closely with Special Investigations Unit (SIU) on large fires and suspicious losses.* Improved processes by replacing fragmented forms and reports with a simplified inspection checklist process, resulting in greater consistency, reduced reinspections, and clarified understanding claims for the policyholders.* Volunteered for service during catastrophe claims events and functioned as a first responder following major hurricanes and earthquakes.