Jason Keefer Email & Phone Number

Westfield, In, Us

Zionsville, Indiana, United States

Nashville, Tn

Brought on board to manage two territories valued at $300M for this mutual fund and SMA company specializing in tactical risk management. Qualified advisors via data analytics on top broker-dealers (via Broadridge). Positioned and presented mutual funds and SMAs. Nurtured and strengthened top producer relationships. Facilitated ten prospect meetings/month.✅ Generated $30M in mutual fund and/or SMA trades by introducing new solutions to 5 new producers per month.

Advanced to drive execution of training strategy, as well as deliver sales initiatives for top-tier financial services company. Structured and implemented internal and external wholesaler trainings. Spearheaded key company initiatives impacting wholesaling, marketing, product, investment management, advanced financial planning, sales, and strategic relations. Partnered across divisions to gain key insights, optimize training programs, and refine consulting training. Led 3 trainers. ✅ Created and rolled out the Sales Desk Mentor program, partnering with senior leadership to develop program and reinforce key skills; developed standardized evaluation to assess new hire readiness to run $100M territory.✅ Trained 200+ associates across 5 departments after launching Salesforce Lightning program. Lauded by senior leadership for ability to motivate, inspire, and mentor sales reps in navigating sales process in demanding industry.✅ Spearheaded New Hire Introduction program, resulting in 50+ new hires advancing through 9-week training program.✅ Played major role in expanding knowledge and strengthening performance of 60+ sales consultants, helping position several as future leaders. Developed, presented, and refined sales skill trainings to 40+ internal wholesalers; promoted 20+ internal wholesalers to field ready after revamping rigorous 2-day training program.✅ Optimized public speaking and presentation skills of 100+ sales staff by rolling out specialized training program.✅ Promoted transparency, diversity, and inclusion throughout organization via creating new evaluation guidelines. Partnered with senior leadership and HR to initiate conversations and promote significance of workplace diversity.

Promoted to supervise a $4B region and lead a 26-member team of internal wholesalers. Anticipated wholesaler and advisor needs. Established KPIs and goals for the team and sales desk. Presented training plan to C-suite and regional directors.✅ Achieved $4B sales goal for the Eastern sales team, guiding the team to surpass weekly goals, such as 250 calls, ten new annuity case opportunities, and 20 meetings per week. Designated by senior management to take over and turn around struggling sales team. Recruited 15 staff and positioned the team as #1 out of 6 teams across the sales desk of 180 wholesalers.

✅ Generated $58M+ in premium via identifying and converting 110+ producers in 1 year. Consistently captured and closed new opportunities. Co-managed $150M territory while selling fixed, indexed, variable, and investment annuities.✅ Improved territory management after building targeted advisor call lists and monitoring industry/competitor trends.✅ Reduced sales budget by 10% by eliminating unnecessary marketing applications.✅ Recognized as a valuable resource to internal wholesalers across all channels, providing support and guidance in areas of sales, presentations, competitor insights, case design, and professional development.

Denver, Co