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Sales Insurance

Seattle, Washington, United States
May 19, 2017

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Jason Cozzetti

*** *. ******* **.

Seattle, WA. *8119

(206) ***-**** :

OBJECTIVE: Seeking a dynamic and challenging position in Sales.


Washington State University, Pullman, WA

Bachelor’s Degree Communications - Major: Advertising, Minor in Business – 1998


JLC Marketing Direct was the 3rd largest producer for Cigna Supplemental Insurance Product Line in 2016.

JLC Marketing Direct was the largest producer for Mutual of Omaha Accidental Ins. Product Line in 2015.

Extensive background in prospecting, cold calling and qualifying new accounts with small, medium, and large business at National Brokerage, Efinancial and JLC Marketing Direct.

Was the first employee at Efinancial, helped build the company from 2 people to over 175 before merging with Fidelity Life in 2009.

Developed a Life Insurance division from 2 people to 50 people in the course of 4 years for Efinancial.

At Efinancial I earned Top Salesperson of the Year, 2004, 2005, 2006; Earned Top Performer Award 2009.

Implemented a bonus sales program which increased sales by 50% in first three months for Efinancial.

Closed the largest sale in company history ($75k of first year commissions for Efinancial) average sale is around $750.00 - $1000.00 in first year commission.


JLC Marketing Direct, Seattle, WA June 2015 to Present

Owner / Operator. JLC Marketing Direct is a National Insurance Agency that specializes in Life & Health Insurance as well as Supplemental Plans. Have access to proprietary product lines with only a few Insurance Companies but between those few companies we do very large sales volume. I’m currently working with 85 large National Accounts and all use most of my product lines. I continue to add on more accounts on a weekly basis. I built the company with a leading focus on implementing processes to improve business development and opportunity identification. My main role is to negotiate major contracts with Enterprise Level Accounts and expand sales presence on a National basis.

NATIONAL BROKERAGE, Seattle, WA Dec 2010 to June 2015

National Account Manager. National Insurance Agency specializing in Life & Health Insurance. I was hired on to help build out a new product line on a National basis and focus on implementing processes to improve business development and opportunity identification. Main role is to negotiate major contracts with Enterprise Level Accounts and expand sales presence on a National basis.

Launched a product that became #1 in the market place 6 months after launch resulting in a 75% increase in revenue in 2012. New product launch success was attributed to exceeding monthly recruiting goals by 150% and also exceeding production goals from all new accounts by 110%.

Established, created & retained over 25 of National Brokerage top Enterprise accounts.

Exceeded my first quarter 2013 account net revenue goal by 150% due to maximizing cross marketing opportunities within current accounts.

Leverage exceptional training expertise in deal closings with Enterprise accounts including IT integration, presentations and contract negotiations.

Employee of the Quarter – (4th Quarter) 2012.

Have consistently placed $70 - $100k in monthly commissions since late 2012.

Attained a conversation ratio (from prospect to client) of 75%, due to consistent sales training, motivation and accountability, industry standard is 60%.

Make 30-50 cold calls daily; bring on average 5-7 new Enterprise and broker accounts per week.

Also service current accounts on a daily basis to maximize profitability.

Efinancial, Bellevue, WA Jan 2000 to Dec 2010

National Account Manager . Co-founder, sold life insurance to consumers nationally and also brokered insurance products to Enterprise Accounts and Individual Brokers.

Consistently met retail sales projections ending at $2.2M in 2006 before moving departments.

Monitored employee performance, trained and developed intermediate managers and coordinated cross training among staff and conducted weekly pipeline and bi-annual performance reviews.

Responded to dissatisfied consumers by addressing their needs and provide timely resolution on behalf of the sales team.

Developed functional sales teams and improved lead conversion metrics by daily & weekly sales reviews.

Designed and wrote various sales scripts to increase effectiveness for all provisioning staff & departments.

Launched a lead department which distributed leads for $20.00 each and in 4 months scaled the monthly lead distribution to over 6,500 leads sold nationally, was main collaborator on lead generation efforts.

Part of development team that created an internal CRM (currently over 10 thousand users on this platform).

Maintained one of the highest sales retention ratios in company history over a 7 year period.

Broke down the sales cycle into 5 divisions to stream-line work flow. Sales floor consisted of front end agents, transfer agents, assistants, case managers, and policyholder services.

Drove revenue from existing account volume from $65k to over $110k monthly in my first year.

Single-handedly landed Commerce Bank account which made up of our retail departments lead flow.

Made 50-75 cold calls daily, brought on average 7-10 new Enterprise and broker accounts per week.

MASS MUTUAL, Seattle, WA Oct 1998 to Jan 2000

Financial Advisor. Sold life insurance, annuities, mutual funds, 401k’s and group health plans to consumers and business owners locally.

Advised clients on how to protect and accumulate wealth by developing specialized financial plans.

Developed long term goals for clients’ retirement in order to meet all desired objectives.

Was awarded top new sales representative ranking (top 5%) during first year with the company.

NORDSTROM, Seattle, WA April 1990 to Sept 1998

Sales Associate. Was on the retail sales floor in the Men’s Shoe Department.

Recognized as a top volume producer within the department and storewide.

Oversaw grand opening of the new Men’s Shoe flagship department store downtown Seattle.

Received numerous customer service awards and won multiple shoe vendor contests.


Life & Health Licensed in 48 states.

Microsoft Office suite of products, (Word, Excel, PowerPoint, Outlook)

Management training at Transamerica Ins. Company Home Office 2005 - 2006.

Landmark Forum Intro. & 2 Advanced Courses 2008 – 2009.


Like to exercise, hike, kayak and bike.

Volunteer at Pet Rescues and Homeless Shelters.

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