Jeffrey Czajka Email and Phone Number
Jeffrey Czajka work email
- Valid
- Valid
- Valid
- Valid
Jeffrey Czajka personal email
Jeffrey Czajka phone numbers
Based in San Diego, California, Jeffrey Czajka approaches strategic growth with passion and excitement. Jeffrey is a sales leader with a tremendous track record of success and is a well-respected expert in helping build sales teams to acquire new clients. Specifically, the last 20+ years of Jeffrey’s career, he has worked with small business owners and sales professionals to teach them the consultative skills necessary to grow their production. What characterizes an expert? In Malcom Gladwell's book Outliers: The Story of Success, Gladwell references, “In fact, researchers have settled on what they believe is the magic number for true expertise: ten thousand hours.” Jeffrey is a seasoned veteran in the field of new client acquisition, training, and developing strategy, helping companies of all sizes. With well over 45,000 hours mastering his craft, a track record of success, and the respect of industry leaders, Jeffrey is considered a leader in his field. Jeffrey has had the opportunity to travel throughout the country meeting with business owners, executives, industry leaders and prospective clients. When it comes to growth, Jeffrey understands it all distills down to two key factors: actions and efficiencies. Or as some might say, the art and the science of success. He possesses the rare ability to read the data of sales metrics, interpret their meaning, isolate the opportunities, and deliver training/coaching that improves skills necessary for growth. Jeffrey's leadership skills, strategic agility, and training deliver results for organizations looking to grow their team's productivity and bottom-line profits. With years of experience in managing sales teams, developing strategy, and teaching sales skills, Jeffrey's background includes a particular emphasis on working with small business owners and financial advisors. The world of sales has changed, and industries continues to evolve. If you are looking for a sales leader that can strengthen an organization, grow revenues, and assist your company in finding relevance in this ever-changing world, you have found the right person. Jeffrey is excited to connect with you and discuss how he can help you grow.
Advisor Growth Solutions
View- Website:
- advisorgrowthsolutions.com
- Employees:
- 3
-
President And FounderAdvisor Growth SolutionsSan Diego, Ca, Us
-
President & FounderAdvisor Growth Solutions Oct 2020 - PresentSimply put, Advisor Growth Solutions is here to help advisors grow! We have growth solutions for both new advisors, experienced advisors, and firm leaders designed to meet advisors where they are at their journey to success. Consulting example:Currently contracted by a Forbes top 100 teams advisor to advise and assist in building a separate entity focused on acquisition opportunities of retiring financial advisors. Key Accomplishments thus far:o Provided acquisition analysis on opportunities that range from $20M AUM to $700M AUMo Achieved growth from $20M AUM to $105M AUMo Advised Principle on organizational structure and way to increase operational efficienciesCheck out our website and company pages (LinkedIn, Podcast, and YouTube) to learn more. If you need help or have questions, feel free to reach out.Website: www.advisorgrowthsolutions.comYouTube: https://www.youtube.com/channel/UCrtYDy2kIPEM79ta4mN3PHgP.S. - Sometimes I work with teams outside Financial Services. Here's a fun sales training example:Contracted by an ariel equipment company to provide sales training & management developmento Designed and delivered sales training that resulted in a 30% increase in saleso Conducted individual management development for the managers at separate locations
-
President & FounderSkopos Insurance Solutions Oct 2020 - PresentSan Diego, Ca, UsAs an Independent Insurance Agent, I provide clients a purposed based approach to how they solve their risk management needs. Our clients typically fall into two categories:1. Business: We help small business maximize the employee benefits they offer to their employees2. Personal: We help individuals identify and solve the risk management needs they have around life, disability, and long-term care needsCA License #0H66484 -
Vice President - Head Of The Independent Advisor InstituteLpl Financial Feb 2018 - Oct 2020San Diego, Ca, Us -
AchievementsLpl Financial Feb 2018 - Oct 2020San Diego, Ca, Us• 2019 WealthManagement.com Industry Awards finalist in the Broker-Dealer (1,000 Advisors or more): Thought Leadership category• Analyzed data to drive decision making on ways to evolve the program resulting in continual growth in production of new advisors• Conducted strategic analysis to design iterations of the program that better suited client needs and desires • Led a cross-function team comprised of 15 departments• Designed and authored training curriculum• Hired 81 new advisors over the first 24-months of the program• Focused on building intentional gender diversity, leading to one third of new advisors being female• Achieved a 24-month blended retention rate of 70%• Managed the new advisors to accumulate $322M AUM ($83M Net New Assets) in the first 24-months of the program• Increased same store sales for the experienced advisors in our program by 8% in 2019 compared to a company average of 2%• Managed program P&L that achieved $250,000 EBITDA in year two
-
As A People LeaderLpl Financial Feb 2018 - Oct 2020San Diego, Ca, UsLed a program team consisting of three direct reports and a cross-functional team of fifteen people from across the firm. Our program team was tasked with the day-to-day execution, evolution, and promotion of the emerging advisor talent program. The cross-functional team brought together people from every department to ensure smooth execution and accurate support for new advisors while part of the program. Applied influence skills to rally internal teams to achieve reduced time during the hiring/onboarding process, implement technology solutions to reduce cost, and garner support to help internally market the program to our clients.
-
As An ExecutiveLpl Financial Feb 2018 - Oct 2020San Diego, Ca, UsResponsible for the conceptual design, operational plan, and execution of the new emerging advisor talent program at the largest Independent Broker-Dealer. Hired to take the original idea and three main hypotheses created by Corporate Strategy and turn it into a successful program. In four months achieved the target of a full pilot program consisting of 20 participants. Applied learnings of the pilot program to increase value to clients, size of cohorts, productivity of participants, and profitability of the program. Routinely presented to the CEO and other executive leaders on the status, learnings, adaptations, and achievements of the program.
-
As A Sales LeaderLpl Financial Feb 2018 - Oct 2020San Diego, Ca, UsDirectly managed all new advisors for their first 12-months. Hired, trained, coached, counseled, and evaluated performance of direct reports. Over the course of three cohorts, designed and improved systems to decrease the time it took to get fully licensed by 66-days and increased the new asset productivity of new advisors by 187%. Leveraged work with new advisors to grow productivity of their experienced advisor mentors by three times the company growth average.Being a sales leader also meant being accountable and responsible for client participation. Designed and executed all marketing plans to internally promote to LPL clients. Used knowledge of sales process and hiring timelines to successfully fill each cohort. Proven ability to increase participation and revenue, while increasing value of the program. Listened to client feedback and evolved the design of the program to reach a wider audience.
-
Manager, Training & DevelopmentPrudential Financial Oct 2015 - Feb 2018Newark, New Jersey, UsResponsible for managing the licensing and skill development programs for new advisor candidates. Led daily and weekly meetings with new advisor candidates to ensure they passed licensing exams within a certain timeframe. Also, conducted training to teach client acquisition skills and drive productivity of new advisors to achieve sales targets within the first 16-weeks of their full-time contract.Beyond basic duties, seen as the number two manager in helping the Managing Director grow the overall firm. In this capacity helped design and coordinate firm wide meetings, provided special support and practice management guidance to experienced advisors, and rolled out new initiatives from the corporate office (i.e. new CRM, documentation to comply with new regulations, etc.). Achievements• Hired as part of the leadership team responsible for turning around a struggling office - went from being ranked #48 in office production to #12 in 15-months• Oversaw and ensured licensure of all new advisor candidates• Created training calendar for all new advisors • Managed skill development of new advisors• Won back-to-back competition of Western Territory MTD managers for life insurance sales by new advisor organization• Led branch integration of CRM (salesforce)• Led branch training on new sales process to comply with fiduciary rule changes -
Financial RepresentativeNorthwestern Mutual 2011 - 2015Milwaukee, Wi, UsI was a financial Representative with Northwestern Mutual. The mission was to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I worked with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family or business needs. -
Regional Director, Instructor, SpeakerFreedom Personal Development May 2001 - May 2011Madison, Wisconsin, UsUtilized a consultative sales approach to market and sell personal development workshops. Delivered over a thousand paid presentations. Routinely dealt with decision makes who were small business owners or C-suite executives. As part of the leadership team, helped the company triple the sales team and quadruple production. Achievements• Personally opened six new markets as an internal sales professional and four new markets as an external sales professional• Achieved 21 individual sales awards• Interviewed, hired, and coached new sales professionals in three separate markets • Assisted in revising the development track for all new hires• Co-authored and edited training programs
Jeffrey Czajka Skills
Jeffrey Czajka Education Details
-
University Of Wisconsin-MadisonCommunications
Frequently Asked Questions about Jeffrey Czajka
What company does Jeffrey Czajka work for?
Jeffrey Czajka works for Advisor Growth Solutions
What is Jeffrey Czajka's role at the current company?
Jeffrey Czajka's current role is President and Founder.
What is Jeffrey Czajka's email address?
Jeffrey Czajka's email address is je****@****dom.com
What is Jeffrey Czajka's direct phone number?
Jeffrey Czajka's direct phone number is (800) 778*****
What schools did Jeffrey Czajka attend?
Jeffrey Czajka attended University Of Wisconsin-Madison.
What skills is Jeffrey Czajka known for?
Jeffrey Czajka has skills like Leadership, Public Speaking, Strategy, Management, Sales, Customer Service, Direct Sales, Disability Insurance, Event Planning, Finance, Financial Analysis, Financial Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial