Jake Moore Email & Phone Number

Florida

Industry Certifications:FINRA Series 7FINRA Series 6FINRA Series 63

Topeka, Ks

Fixed and Variable Annuities/ Fixed Indexed Annuities/Mutual Funds/Retirement PlansChosen as part of Elite Sales Team to build IMO and Bank distribution. Responsible for sales ideas, product education, training, and delivering leads to marketers and FA's. Channel goal is 1.5B. Current run rate will end year at over 3B.Created webinar presentation method that was highly creative in capturing rep attention & opening up new markets. Presentations were highly praised and adapted into the wholesaler training program. Aditionally, reps adapted it for clients as a great sales idea.Utilized technical abilities to develop an innovative way for multiple associates to make calls from the same prospect list without running into overlap.Mentor Internal Sales Consultants through developing prospecting methods, voice mail messaging, live call scripts and call execution plans. Creative leader possessing unique ability to effectively promote best-practice sharing as well as “outside-the-box” solutions to challenges.Provide leadership to new hires on the Elite Sales Desk. Conduct role playing, ensure readiness for questions, and help to find a good comfort level on the phone. Quickly acclimate to new client portfolios. Establish strong relationships that maintain and strengthen client confidence and build repeat business. Continuously find new marketing ideas to distribute to FA’s and share concepts, techniques, and solutions that advisors can utilize to market to their client base.Established history of locating new opportunities through research, accessing networks, and relentless persistence.Identify campaigns, sales visits, rotations, in partnership with sales partners to deliver a coordinated and unified approach to account management.Dynamic and results driven producer. Consistently manage territory to meet all productivity goals and take pride in regularly exceeding sales objectives.

Topeka, Ks

•Actively participate in special projects and industry education to further develop myself and my department•Increase internal and external customer confidence and service satisfaction by making accurate, on the spot decisions based on company guidelines•Educate clients and sales representatives by providing information on product offerings