Wesley Shepard Email and Phone Number
Wesley Shepard work email
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Wesley Shepard personal email
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Mortgage Protection. Entrepreneur. Amateur Woodworking Hobbyist.
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National Sales DirectorThe Equita GroupNashville, Tn, Us -
PresidentHaven Financial Network Jun 2022 - PresentNashville, Tennessee, United StatesLife Insurance Broker. Medicare. Retirement and Wealth Transfer.
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Chief Operations OfficerAdvantage One Brokers Mar 2021 - Nov 2022Nashville, Tennessee, United States -
Regional Sales ManagerAdvantage One Brokers Mar 2021 - Nov 2021Nashville, 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 -
Mortgage Protection Training SpecialistAllegiant Financial Sep 2019 - Jan 2021 -
Sales ManagerOne Life America Dec 2018 - Sep 2019Nashville, Tennessee -
Agency Manager - The Shepard AgencySymmetry Financial Group Dec 2016 - Dec 2018Knoxville, 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 -
Key LeaderSymmetry Financial Group Sep 2016 - Dec 2016Knoxville, 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 -
Sales AgentSymmetry Financial Group Nov 2014 - Sep 2016Knoxville, 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 -
Assistant ManagerRuby 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 -
Guest Service CoordinatorRuby Tuesday Apr 2011 - Apr 2014Knoxville, 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
Wesley Shepard Education Details
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Exercise Science And Business Administration
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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Wesley Shepard
United States
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