Jason Cozzetti
Inside Sales / Insurance / Account Management & Business Development
Industry Focus: B2B/B2C inside Sales, Account Management, Insurance, Business Development
Where I Shine
Extensive history of cold-calling, qualifying, and closing business with new customers and accounts
Outstanding phone sales skills and ability to build rapport with customers from all walks of life
Proven track record of significantly growing account revenues via cross-selling and up-selling methods
Consistent top performer with an award-winning history of exceeding all assigned quota targets
Demonstrated success hiring/training sales teams and coaching junior sales reps to peak performance
Education & Additional Information
B.A. Degree, Communications (Business Minor) May 1998, Washington State University, Pullman, WA
• Life, Accident & Health Insurance Licenses in (48 states)
• Software Proficiency: MS Office (Word, Excel, PowerPoint, Outlook), VAM DB, Sales Force
• Graduate, Sales & Management Certification Program, Transamerica Insurance Co. (2005-2006)
• Completion of Advanced Personal Development Courses via Landmark Forum (2008-2009)
Career History & Accomplishments
Owner / Principal Agent JLC Marketing Direct LLC Seattle, WA: June 2015-Present
The Company is a National Insurance Agency that specializes in Health, Life & Supplemental Insurance
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 Supplemental Product line in 2015
By 2016 JLC had over 85 National Enterprise Level Accounts all using JLC’s Supplemental Product Lines
Negotiated major contracts with Insurance Companies & Enterprise Level Accounts on a National Basis
National Account Manager National Brokerage Seattle, WA: December 2010 to June 2015
The Company is a National Insurance Agency that specializes in Life Insurance & Estate Planning
Launched and sold a new financial product that became #1 in the marketplace six months after launch
Exceeded monthly recruiting goals and generated a 75% increase in revenue from initial hire date
Successful history of sourcing, landing, and retaining over 45 national Enterprise Level accounts, Banks and CU’s
Closed multiple Enterprise account deals that included the sale of various added-value IT integration components
Consistent record of closing $70-$100k/mo. in sales since initial hire; received
National Account Manager E-Financial Bellevue, WA: January 2000 to December 2010
The Company is a National Insurance Agency that specializes in Life & Supplemental Insurance
I Personally Sold life insurance in all 50 states on a B2C level to consumers
Closed the largest sale in company history ($75K in first year commissions) and hit $2.2M total production target
Received "Top Performer" award in 2009 and "Top Salesperson of the Year" awards in 2004, 2005, and 2006
I Grew the wholesale account revenues in 2007 from $65K to over $110K per month in less than five months
Coordinated sales training and cross-training programs among staff & conducted weekly sales pipeline reviews
Launched a "lead sales" department which was an instant success, selling 6,500 leads in first four months
Part of development team that created a new CRM sales tracking system, currently leveraged by 10,000+ users
Maintained one of the highest sales retention ratios in company history throughout ten-year tenure
Single-handedly landed the Commerce Bank account, which drove 25% of the Retail Sales department's lead flow
Financial Advisor & Sales Representative Mass Mutual Seattle, WA: October 1998 to January 2000
The Company is a National Insurance Agency that specializes in Life Insurance & Group Health Benefits
Sold life insurance, Group Health Insurance, Annuities, and 401k’s to consumers and business owners
Advised clients on how to protect and accumulate wealth by developing specialized financial plans
Was awarded "Top New Sales Representative" honors, achieving in top 5% of production during very first year
Sales Associate Men’s Shoes Nordstrom Seattle, WA: December 1990 to September 1998
Gained exceptional training in sales and customer service from this iconic, service-focused retail organization
Frequent sales contest winner; recognized as a top producer both in assigned department, as well as storewide