Jason Langevin Email & Phone Number

Hartford County, Connecticut, United States

Hartford, Connecticut, United States

West Hartford, Ct

Hartford, Connecticut Area

•141% of plan in territory- 2018•2019 Lincoln Leader trip winner- #1 internal wholesaler in brokerage for highest % above 18 month plan- 2018

Hartford, Connecticut Area

•Listen for needs•Educate financial advisors and insurance agents on life insurance solutions•Deliver accurate life insurance illustrations in a timely manner to advisors and agents•Provide relevant marketing materials to support sales meetings with clients•Effectively communicate with internal and external customers in order to move business through the pipeline efficiently•Called upon to assist internal and external wholesalers in their territories and deliver quality service to their customer base (A lot of my time spent supporting the MGA channel)

Hartford, Ct

•Planned and executed location audits for all LFD non-registered locations throughout the United States as well as select registered branch office locations•Actively maintained internal database to reflect the registration status of the more than 1,000 registered representatives within LFD•Created and filed initial FINRA U4s for newly hired LFD employees as well as subsequent U4 amendment filings as changes occurred•Filed FINRA U5s for registered representatives that have had their registrations terminated with LFD•Tracked FINRA examination status as well as FINRA continuing education requirements•Maintained registered representative files to ensure compliance with FINRA’s rules regarding Brokerage Accounts, Outside Business Activities, and Private Securities Transactions•Worked with LFD management to ensure accuracy within our supervisory structure in accordance with FINRA supervisory rules•Implemented new procedures for tracking state licensing and appointments for recently hired representatives as well as review the ongoing licensing and continuing education requirements for seasoned representatives

•Actively maintained between 170 and 220 life insurance cases from application to placement ensuring that accurate documentation was entered into tracking system throughout the process for timely management•Initiated and fostered relationships with LFA dedicated field agents, agent assistants, and brokers in order to ensure productive communication during the application process•Worked closely with sales, new business, and underwriting to expedite processes on behalf of the agent/client

Bachelor Of Science (Bs), Business Management

Education record

Activities and Societies: Varsity Golf