Wesley Shepard

Wesley Shepard Email and Phone Number

National Sales Director @ The Equita Group
Nashville, TN, US
Wesley Shepard's Location
Nashville, Tennessee, United States, United States
Wesley Shepard's Contact Details

Wesley Shepard work email

Wesley Shepard personal email

About Wesley Shepard

Mortgage Protection. Entrepreneur. Amateur Woodworking Hobbyist.

Wesley Shepard's Current Company Details
The Equita Group

The Equita Group

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National Sales Director
Nashville, TN, US
Wesley Shepard Work Experience Details
  • The Equita Group
    National Sales Director
    The Equita Group
    Nashville, Tn, Us
  • Haven Financial Network
    President
    Haven Financial Network Jun 2022 - Present
    Nashville, Tennessee, United States
    Life Insurance Broker. Medicare. Retirement and Wealth Transfer.
  • Advantage One Brokers
    Chief Operations Officer
    Advantage One Brokers Mar 2021 - Nov 2022
    Nashville, Tennessee, United States
  • Advantage One Brokers
    Regional Sales Manager
    Advantage One Brokers Mar 2021 - Nov 2021
    Nashville, Tennessee, United States
    • Broker dealing with more than 50 of the insurance companies for mortgage protection, life insurance, retirement and wealth transfer, children's college and head start programs, disability, accidental death coverage, Medicare, etc.• Focus on providing mentorship and training to agents across the country including real-time support while agents help clients and weekly mentorship • Hire and train agents for Mortgage Protection, Final Expense, Retirement, or Team Building from getting started as a new agent, to seasoned sales agents• Develop territories for lead distribution to grow volume with agencies
  • Allegiant Financial
    Mortgage Protection Training Specialist
    Allegiant Financial Sep 2019 - Jan 2021
  • One Life America
    Sales Manager
    One Life America Dec 2018 - Sep 2019
    Nashville, Tennessee
  • Symmetry Financial Group
    Agency Manager - The Shepard Agency
    Symmetry Financial Group Dec 2016 - Dec 2018
    Knoxville, Tennessee Area
    • Broker dealing with 20 insurance companies for mortgage protection, life insurance, annuities, universal life policies, children's benefit policies, disability, and accidental death coverage• Focused on providing mentorship and training to agents across the country including real-time support while agents help clients and weekly mentorship • Hired and Trained agents on our In-home sales presentation, product knowledge, and how to grow their own team• Trained and developed 4 Key Leaders where we grew by over 92% year over year reaching over $1.3 Million in Sales in 2018• Track and report all sales numbers for all 23 active team members and ensure our insurance carriers submitted business matched our reports • Develop territories for lead distribution to increase our sales in a given area• Manage business budget, file reports, taxes, etc. for staff and myself organize and plan training events while coordinating with top leaders to effectively train new and current agents in over 11 states• Youngest Agency Manager in the company history at the time of my promotion• 2018 - #4 agency in the company• 2017 - #6 agency in the company
  • Symmetry Financial Group
    Key Leader
    Symmetry Financial Group Sep 2016 - Dec 2016
    Knoxville, Tennessee
    • Interview, hire and train new agents across the county while also maintaining my personal sales goals with clients in three different states• Track and report team numbers to my direct sales mentor • Host weekly training call for sales mentorship
  • Symmetry Financial Group
    Sales Agent
    Symmetry Financial Group Nov 2014 - Sep 2016
    Knoxville, Tennessee
    • Develop geographic areas from Atalanta, GA to Indianapolis, IN my personal sales territory• Call leads to set up 12-15 in-home appointments with clients each week• Place recruiting ads with the help of my mentor to learn team building and development• Interview and train new agents with the assistance of my sales mentor
  • Ruby Tuesday
    Assistant Manager
    Ruby Tuesday Apr 2012 - Mar 2015
    • Responsible for ensuring quality food and safety was our top priority• Place orders for all food and produce orders, while maintaining our inventory and budgets based on self-forecasted sales, thru Hot Schedules. Train, mentor, and develop all Heart of House (HOH) staff, while decreasing HOH turnover• Reconcile Product and Loss statements for Bar and Kitchen operations• Maintained food cost at or below 2.0%, maintained steritech scores above 85, and health department ratings from the mid 80's to an average of 95 to increase district ranking from the worst store in the district to consistently the top three• Responsible for all Front of House (FOH) and daily operations. Supervise all Front of House (FOH) staff, which includes interviewing, staffing pars scheduling, mediation, development, etc. Ensure each shift ran smoothly while ensuring proper housekeeping, and sanitation standards are upheld• Trained bartenders to increase bar sales by 8.9 percent while our competing stores saw a decline and reduce beverage waste by an average of $300 a month from the previous leadership• Developed a contract through Diamond Tours, which we were able to improve their guests experience from competitors and earn more bookings each year and increase sales in a historically "dead" part of the year
  • Ruby Tuesday
    Guest Service Coordinator
    Ruby Tuesday Apr 2011 - Apr 2014
    Knoxville, Tennessee
    • Work as a team with my hosts, cooks, and servers to ensure that guests have a personal dining experience while enjoying prompt gracious service at all times • Assist Managers in the bar inventory • Followed all closing procedures and cashing out of servers and bartenders while making nightly deposit drops• Follow store recommended labor budget by cutting staff at times we were not "busy" enough fo the number of servers, cooks, bartenders, etc clocked in

Wesley Shepard Skills

Leadership Team Building Powerpoint Social Media Public Speaking Food Service Retail Food Sales Data Entry Restaurant Management Event Planning Cpr Certified Customer Satisfaction Food Safety Catering Team Leadership Servsafe Fitness Strategic Planning Fundraising Hospitality Management Facebook Microsoft Office Microsoft Word Marketing Microsoft Excel Hospitality Social Networking Event Management Training Time Management Critical Thinking Employee Training Restaurants Customer Service Strength Budgets Management Teamwork Coaching Research Inventory Management People Skills Hiring

Wesley Shepard Education Details

Frequently Asked Questions about Wesley Shepard

What company does Wesley Shepard work for?

Wesley Shepard works for The Equita Group

What is Wesley Shepard's role at the current company?

Wesley Shepard's current role is National Sales Director.

What is Wesley Shepard's email address?

Wesley Shepard's email address is ws****@****ook.com

What schools did Wesley Shepard attend?

Wesley Shepard attended University Of Tennessee, Knoxville.

What are some of Wesley Shepard's interests?

Wesley Shepard has interest in Social Services, Paleolithic Dieting, Environment, All Sports, Any Competition, Disaster And Humanitarian Relief, Crossfit Training.

What skills is Wesley Shepard known for?

Wesley Shepard has skills like Leadership, Team Building, Powerpoint, Social Media, Public Speaking, Food Service, Retail, Food, Sales, Data Entry, Restaurant Management, Event Planning.

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