Jason Keefer
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Jason Keefer Email & Phone Number

Location: Westfield, Indiana, United States 7 work roles 1 school
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Role
Director, National Sales Desk
Location
Westfield, Indiana, United States
Company size

Who is Jason Keefer? Overview

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Quick answer

Jason Keefer is listed as Director, National Sales Desk at Delaware Life Insurance Company, A Group 1001 Company, a company with 322 employees, based in Westfield, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Jason Keefer.

Jason Keefer previously worked as National Sales Desk Manager at Delaware Life Insurance Company, A Group 1001 Company and Senior Regional Sales Associate at Sierra Mutual Funds. Jason Keefer holds Bachelor'S Degree, Psychology from University Of Colorado Boulder.

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Delaware Life Insurance Company, A Group 1001 Company

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Profile bio

About Jason Keefer

I am a top-performing sales leader specializing in defining strategies, developing advanced training programs, and strengthening the performance of top-tier teams within the financial services industry (wholesale, investment, insurance, and mortgage solutions). I am an influential sales coach adept at identifying organizational needs and creating custom skills training to maximize resources and fuel profits (achieving $4B in sales). I draw from sales, territory management, and relationship-building talents to cultivate high-producing sales environments. I foster alliances and partners across divisions to advance goals. I assess performance and leverage data to enable strategic decision-making. I am a persuasive public speaker who instills cohesive, inclusive cultures.★ Strategic Planning★ Alliance Building★ Client Relationship Management ★ Consulting ★ Business Development★ Staff Training & Development ★ Territory Management★ Program Management★ Needs Assessment★ Compliance★ Team Building & Leadership★ Talent Management★ Recruiting★ Performance Management★ Process Improvement/COMPLIANCE:2024-22/

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Delaware Life Insurance Company, A Group 1001 Company
Delaware Life Insurance Company, A Group 1001 Company
Director, National Sales Desk
Westfield, IN, US
Employees
322
AeroLeads page
7 roles

Jason Keefer work experience

A career timeline built from the work history available for this profile.

Senior Regional Sales Associate

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.

Jul 2022 - Nov 2023

Director, Distribution Training & Develpoment

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.

Jun 2020 - Apr 2022

Director, National Sales Desk (Central & Northeast)

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.

May 2015 - Jun 2020

Internal Wholesaler

✅ 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.

Jan 2008 - Apr 2015

External Wholesaler

Green Point Mortgage

Denver, CO

Jun 2003 - Mar 2007
Team & coworkers

Colleagues at Delaware Life Insurance Company, A Group 1001 Company

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1 education record

Jason Keefer education

FAQ

Frequently asked questions about Jason Keefer

Quick answers generated from the profile data available on this page.

What company does Jason Keefer work for?

Jason Keefer works for Delaware Life Insurance Company, A Group 1001 Company.

What is Jason Keefer's role at Delaware Life Insurance Company, A Group 1001 Company?

Jason Keefer is listed as Director, National Sales Desk at Delaware Life Insurance Company, A Group 1001 Company.

Where is Jason Keefer based?

Jason Keefer is based in Westfield, Indiana, United States while working with Delaware Life Insurance Company, A Group 1001 Company.

What companies has Jason Keefer worked for?

Jason Keefer has worked for Delaware Life Insurance Company, A Group 1001 Company, Sierra Mutual Funds, Jackson, and Green Point Mortgage.

Who are Jason Keefer's colleagues at Delaware Life Insurance Company, A Group 1001 Company?

Jason Keefer's colleagues at Delaware Life Insurance Company, A Group 1001 Company include Daniel Avalos, Sumaiya Nasir, Adam Hale, Crpc®, Jay Brown, and Aaron Strickler.

How can I contact Jason Keefer?

You can use AeroLeads to view verified contact signals for Jason Keefer at Delaware Life Insurance Company, A Group 1001 Company, including work email, phone, and LinkedIn data when available.

What schools did Jason Keefer attend?

Jason Keefer holds Bachelor'S Degree, Psychology from University Of Colorado Boulder.

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