Jeff Whitney Email & Phone Number

Denver, CO, US

Boston, MA, US

Responsible for driving sales for over 1000 life insurance producers. I develop and implement strategies that increase overall #insurancesales and engage regional directors, financial planners and agency owners directly to train sales teams on setting and achieving cyclical life insurance and financial goals.

Northbrook, IL, US

Responsible for driving life insurance sales for over 300 individual Allstate agencies. Implement quarterly sales strategies and processes to increase overall financial sales. Work directly with agency owners, financial planners and regional leaders to train and drive focus on goal setting and achieving monthly and annual life insurance and financial goals.

Baltimore, Maryland, US

• Lead regional wholesaler priorities at a national and executive level, including managing key accounts such as Merrill Lynch and TIME Financial. Directly collaborate with senior executive management to drive sales for.
• Created a new hybrid team for the life insurance division by driving recruiting strategies, building a business plan, and training new sales team members on sales and product strategies.
• Increase sales by 10-15% yearly by developing customized forecasting and projection methods.
• Located and secured five Broker Dealers to sign direct relationships with in just one year by traveling to meet with executive teams, finalizing direct relationship contracts, and generating premiums at lower costs.
• Facilitate individual and group training on customized selling techniques to yield-high growth potential.
• Develop new marketing programs across all territories to generate up to $1M annually per money center.

Baltimore, Maryland, US

• Promoted to lead two, high net-worth national accounts in Charlotte and Austin. Collaborated with an additional 50 offices and 150 group Advisors to drive life insurance sales strategies. Designed sales and marketing.
• Spearheaded a comprehensive sales plan for a brand new account that drove sales from $0 to $3.7M in one year.
• Successfully closed a conversion case with a premium valued at $725K by leading a 4 month-long project, collaborating with medical staff and account management team members.

Baltimore, Maryland, US

• Developed and supported advanced sales and marketing strategies across life insurance product lines. Directed estate planning and executive bonus plan efforts with illustration case design.
• Developed relationships with a Generic Agent and deployed a niche strategy within product lines to drive business and led a sales team to create $1.1M in additional premium revenue.
• Delivered advanced case design for premium finance strategies, including CMS, Credit Suisse, and Concord.
• Facilitated team training throughout a company Salesforce implementation to ultimately achieve a 100% participation rate.

US

• Managed daily relationships with decision makers of mid and large-sized companies. Led weekly calls with new and existing accounts and served as point of contact for key accounts and issue resolution.
• Continuously generated new business via networking, referrals, and upselling of existing accounts, including generating 16 new clients in a three month period.
• Established new relationships in a highly competitive market with a new technology, thereby exceeding a goal of two new accounts per month by 100% and generating 4-6 new monthly accounts.
• Achieved a 12% and $34K increase in sales over a six-month period by driving new sales strategies, retaining referral business, and maintaining service levels.

US

• Managed customized process development and facilitated process changes for new products and services to over 800 employees for a top CLEC DSL company. Led project management, financial analysis, and root cause analysis.
• Realized a 15% decrease in installation interval while simultaneously retained 15K-20K product lines annually.
• Improved department efficiency by 15% through leading all aspects of a $1M staff training project.

US

• Designed and facilitated corporate sales training programs and presentations to over 800 employees. Created customer service training, new product training, technical training, and new hire orientation training programs.
• Successfully trained over 360 new employees in six months to meet increased company call volume.
• Increased service levels by 18%, thereby achieving a call handle time reduction of two minutes. Early Career Experience as a Marketing Manager with WhitMore Financial, LLC