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B2B/B2C inside Sales, Account Management, Insurance, Business Developm

Seattle, Washington, United States
May 31, 2017

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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

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