Jeffrey Thompson F. Email & Phone Number

Minneapolis, Mn, Us

Eden Praire, Mn, Us

Leading the life insurance sales and marketing team by shaping the vision, direction & market position. Developer of digital information products and marketing campaigns to attract new advisors.Creator of Quantum Marketing System. Sales & marketing strategist working with Quantum Marketing System members, I develop unique positioning, marketing strategies and tactics incorporating: Messaging, joint ventures, direct response marketing for lead generation, online sales funnels, CRO, sales process(Action Selling), direct response copywriting, press releases, public relations, webinar marketing. Advanced markets strategies: life settlements, qualified life, premium finance, estate planning, business planning, infinite banking, Structured Optimized Life Insurance, The Amped Solution.*Sales & Marketing Coach to MDRT "Top of The Table" agents & ECA Marketing's Top Life Insurance Producers.*Creator of QM University, Accelerator, Authority, QDS, The SOLI Solution, The Amped Solution, 7 Figure Advisor Breakthrough, training tutorials and coaching programs. Launched April 2015.*Creator and Host of "Cracking The Prospecting Code" Dec 2020, “Cracking The LTC Code Virtual Summit” Nov 2019, and "Cracking The IUL Code Symposium I & II" - The Secrets to Selling Higher Target IUL July 2016, Feb 2020*Launched Quantum Authority- Accelerating The Speed Of Trust, at "Knowledge Is Power Top Producer Conference” Scottsdale AZ March 2016.*Creator & Host of Quantum Marketing Radio a sales & marketing podcast for advanced markets life agents, launched in April 2016.*Recipient of 2013 Above The Call Award, 2015 Visionary Award & 2017 Sales Consultant Team Player Award.*Presented at: Redhawk Wealth Advisors - Redhawk U Annual Advisor Conference 2015 in Minneapolis MN & ECA Marketing's Las Vegas "Marketing Expo" in 2013 and 2014.#1 Life Insurance Consultant in 2013 & 2018 for the greatest percentage increase in revenue & net dollar increase in revenue.

Quantum Marketing System trains you to integrate marketing strategies and tactics to grow your business exponentially by combining differentiated life insurance concepts, with the leverage of Host/Beneficiary Marketing, the effectiveness of Direct Response Marketing and a proven sales process to create a blue ocean for your business. The developer of QM University, Accelerator, Authority, The Qualified Distribution Solution, The SOLI Solution & The Found Money Solution online training tutorials & coaching programs to help you unleash exponential growth in your business. Launched in April 2015.

Specialist in unconventional strategies to grow your wealth without market risk using guaranteed insurance products, sophisticated arbitrage, leverage and tax reduction/elimination strategies for business owners. My areas of expertise include fixed index annuities, fixed index universal life, whole life, long term care insurance, premium finance, qualified life, and life insurance settlements. A licensed provider of the Missed Fortune strategies, authority in Infinite Banking, cash flow management, asset maximization, uncovering hidden assets and producing lifetime streams of tax free income. Experience with precious metals, retirement income planning, and estate planning concepts for individuals nearing or in retirement.

Naples, Florida, Us

• Closed nearly $350 million in life settlement cases in an 18 month period.• Managed a team of four employees encompassing underwriting, actuarial, legal and closing performing due diligence on potential policy purchases.• Handled all aspects of policy purchase including: policy selection, regulatory compliance, policy valuation, negotiation of purchase price, contract issue, closing and servicing policies for institutional investors including hedge funds, banks and pension funds. • Managed broker policy pipeline, broker relationships, sales and customer service. • Conducted periodic technical and soft skills training for the company.• Ranked 1st or 2nd in quarterly production since third quarter 2007.• Average negotiated settlement fee was 20% higher than the company average.Average Annual Production: • Death Benefit purchased - $100,000,000• Policies purchased - 26• Fee’s Generated - $1,098,884

Minneapolis, Mn

• 11.8% conversion rate, which exceeded the benchmark by 18%.• $120 million annuity, life and long-term care premium sold 2005.• Top 20% of Internal Sales department for sales of life insurance products.• Telephone sales of annuity, life and long-term care insurance products to agents, brokers and financial advisors using a proven five step sales process.• Expert case design for the financial professional using a consultative sales process.• Proficient with IRIS, Foresight and Excel life, annuity and long-term care illustration systems. Also proficient with Goldmine contact management software.• Frequent Sales “Leader Board” for Top Three-Conversion Rate.• Frequent STAR of the week, Team MVP winner, Sales Path MVP winner. Multiple top ten rankings for internal sales performance.

New York, Ny, Us

Training Program Administrator• Consulted on the development of a formal sales process, used by the inbound insurance consultant/agent sales staff. Implementation resulted in an approximate 5% increase in conversions division wide.• Training department sales expert in the AIG Marketing division.• Assisted in the development of sales training curriculum.• Facilitated sales and customer service soft skills training programs for all levels of sales and service operations staff serving seven offices and over one thousand employees division wide.• Nominated 3 times for Employee of the Month. Supervisor Sales & Service • Sales manager for a staff of 15+ agents, the top performing sales team in the MN office. • Served as MN office sales trainer and coach to all MN sales managers, to include individual sessions, using a proven method, to meet or exceed company expectations.• Developed sales process that helped to increase MN sales office conversion rate, exceeding the company benchmark.• Successfully used problem solving skills to handle escalated calls and complex policy and billing issues.• Administered company quality program and completed team member performance appraisals, formally reported monthly results to management.•Recruited, hired and trained new insurance consultants/agents.Insurance Agent/Consultant • Sales of property and casualty personal lines of insurance, using a consultative selling approach in a direct marketing environment.• Consistently achieved a 25%+ conversion rate which exceeded the expectation by 67%• P/C and L/H licensed.• Winner of Top Sales Incentive for the Quarter AIG Marketing, March 1998.

Golden Valley, Mn, Us

Sales Training, New Hire Training, Retail Sales, Employee Reviews

Business- Management, Marketing, Economics

Certificate- Marketing Management, Management, Business

Clu In Progress

Diploma, Photography

Diploma