Lisa Jordan Email & Phone Number

My focus is on the specialized needs of professionals, small to mid-size business owners, families and individuals with comprehensive risk management planning including Executive Benefits, both Individual and Group Life Insurance, Disability Insurance and Long Term Care. In these difficult times with Covid-19, many of my clients are concerned about the availability and their insurability for obtaining life insurance. My role is to guide them through the process and find the right plan that meets their financial planning goals. If you need assistance, or even a second opinion, please contact me for non-fee based discussion and review.

Cold-called potential clients based on acquired leads, client referrals and web inquiries. Maintained contact with existing clients on an ongoing basis to determine whether their financial needs have changed. Built and maintained a client base; kept clients informed about products and services for life, health insurance and annuities. Educated in products and services for retirement and money management. Supported all broker activities related to sales, underwriting and service.

This was a start-up company with a planned transition of a classroom leadership development curriculum to an online Executive education program. Reviewed current materials to translate to an online environment; Conduct market research with existing and former client base to gather both input and interest; Built a client database to calendar the introduction of new courses as they are available. Cold-called potential clients for product interest.

Northbrook, Il, Us

Built and maintained a collaborative, working relationship with 30 exclusive Allstate agents using a consultative, integrative approach in identifying and implementing sales and marketing processes to help agencies achieve their sales and business objectives. Identification and development of potential candidates for an entrepreneurial opportunity to open an independent property & casualty and financial services agency. Market areas: Maine and Vermont

Bloomington, Illinois, Us

Networked with centers of influence in the community and leveraged technology, social media community events to recruit successful professionals to the State Farm Agency Opportunity.

Bloomington, Illinois, Us

Insurance and financial services sales to client base with focus on multiline sales and marketing non-demand products, such as life insurance, mutual funds and bank products. Utilized needs-based selling to help clients prepare financially for education funding, retirement and other life events.

Bloomington, Illinois, Us

Strategic planning and management of 41 independent sales agents in the Southern New Jersey market during the NJ Auto Insurance crisis. Worked with High level management and agents to communicate the intricate issues of the insurance crisis and helped manage the issues surrounding customer service, agent career decisions and market conditions.

Bloomington, Illinois, Us

Business Consultant to 37 agents in the Nassau, Long Island marketplace. Business and marketing plan development including agent staff development and training program design and delivery. Strong focus on results and tracking production results for agents to maximize their financial opportunity. Small to large business development skills.

Bloomington, Illinois, Us

Marketing, banking and technology training for independent sales agents including team training and development to drive production and customer relationship building.

Masters, Organizational Management & Development

Mba Studies

B.A., Communications