Jason Smith is a highly qualified professional, who works in Ash Brokerage main office of which is in 560. on the position of Retirement Income Specialist since 2019. Jason gained professional experience in more than 18 positions at various companies. Jason Smith went to the Millersville University and received education from 2008. Jason Smith has such qualifications as License To Sell Title Insurance In Pa & Nj, Property and Casualty Insurance License For Pa & Nj, and Life and Health Insurance License For Pa & Nj. Holmes, Pennsylvania is the area, where this person was lastly known to settle. The person's e-mail and phone can be accessed through this website on demand.
Name variants:
Jayson Smith,
Jay Smith
Last updated May 24, 2024
Contact Information
Last Update
Jul 1, 2022
Email
bl**@hotmail.com, ja**@hotmail.com, js**@wipfli.com
Location
Holmes, PA
Company
Workplace
Retirement Income Specialist
Fort Wayne, IN
Industry
Financial Services, Insurance Brokerage, Insurance Agents & Brokers, Insurance Companies
Colleagues
Work History
Retirement Income Specialist
888 south Harrison St SUITE 900, Fort Wayne, IN 46802
from Feb 2019
Senior Manager, Business Development
10000 Innovation Dr SUITE 250, Milwaukee, WI 53226
from Feb 2014
Board Treasurer
The Foundation for Educational Excellence is an independent, not for profit corporation dedicated to providing "something extra" for the schools and children of Community School District #32...
from Sep 2013
Regional Vice President, Annuity and Structured Product Division
8500 Keystone Xing SUITE 300, Indianapolis, IN 46240
Registered Representative of The Leaders Group, Inc. Member FINRA
Feb 2011 — Jan 2019
Vice President and Producer
Built, maintained and grew client base and book of business consistently increasing profitability
and revenue
Leverage positive networking relationships with mortgage lenders and realtors...
from Apr 2010
Management Trainee
600 Corporate Park Dr St, Louis, MO
Manage and Coordinate all facets of operations including marketing, customer service and
logistics for a branch office that maintains a fleet of 160 vehicles
Coordinate client reservation...
Mar 2009 — Apr 2010
Senior Marketing Consultant
1585 Sawdust Rd SUITE 130, The Woodlands, TX 77380
Sep 2008 — Jan 2011
Marketing Coordinator
3012 Township Line Rd, Drexel Hill, PA 19026
Audited commission records to identify and resolve discrepancies between sales reports &
financial statements
Streamlined commission reporting process and performed monthly reconciliation...
May 2008 — Mar 2009
Intern
1585 Broadway, New York, NY 10003
Collaborated with external agencies to generate marketing lists
Prospect potential sales leads through cold calls, assessing interest in investing with Morgan
Stanley
Prepared and assemb...
Feb 2008 — May 2008
Board Member
Roy Gayle is a non-profit organization that has one of the finest baseball/softball facilities anywhere. We have nine leagues that comprise over 85 teams and 1,000+ players. I have volunteer...
May 2005 — Jan 2015
Major Account Manager - Production Systems
Nexus Office Systems Inc. is one of the leading office equipment suppliers for Northern Illinois and Southern Wisconsin with an expertise in digital document workflow solutions. My position ...
May 2005 — Feb 2014
Assistant Branch Manager
600 Corporate Park Dr St, Louis, MO
August, 2004-#4 Ranking on customer service index of 107 branches
Consistent personal ranking in top 10 on employee matrix
Individually controlled $1.3 million in vehicle inventory
Jan 2003 — Nov 2004
Business Development Representative
2101 southeast Simple Savings Dr, Bentonville, AR
Public Company
10,001+ employees
WMT
Retail industry
Sep 1998 — Nov 2002
Education
Bachelor of Science in Business Administration
Millersville, PA
from May 2008
from 2008
2000 — 2002
1997 — 2001
1997 — 2000
1994 — 1997
Occupations
Executive
Vice President
Producer
Manager in Training
Engineer
Customer Service
Sales Specialist
Client Service Officer
IT Professional
Software Tester
Real Estate Broker
Licensed Real Estate Broker
Agents
Lawyer
Notary
Sales Person
Chief Executive
Managers
Computer Specialist
Property Manager
Real Estate Manager
Lawyer
Sales Representative
Skills
Selling
Sales
Customer Service
Business Development
Management
Sales Management
Leadership
B2B
Marketing
Solution Selling
Sales Operations
Training
Cold Calling
Account Management
New Business Development
Strategic Planning
Direct Sales
Microsoft Excel
Customer Retention
Sales Process
Sales Presentations
Microsoft Word
Crm
Salesforce.com
Program Management
Customer Satisfaction
Powerpoint
Time Management
Strategy
Consulting
Microsoft Office
Marketing Strategy
Team Building
Microsoft Publisher
Process Improvement
Business Intelligence
Team Leadership
Budgets
Cloud Computing
Social Media
Act!
Google Docs
Facebook
Android
Microsoft Powerpoint
Lead Generation
Professional Services
Predictive Index
Linkedin
Small Business
Fixed Annuities
Retirement Planning
Insurance
Life Insurance
Retirement
Financial Planning
Term Life Insurance
Series 63
401K
Variable Annuities
Series 6
Indexed Annuities
Risk Management
Iras
Investments
Long Term Care
Financial Planners
Mutual Funds
Liability
401 Retirement Savings Plans
Financial Advisory