Sproutt Insurance

Agent Success Manager

Lincoln Financial Distributors

Senior Internal Wholesaler

Lindberg & Ripple

Insurance Consultant

•141% of plan in territory- 2018
•2019 Lincoln Leader trip winner- #1 internal wholesaler in brokerage for highest % above 18 month plan- 2018

Internal Wholesaler

•Listen for needs
•Educate financial advisors and insurance agents on life insurance solutions
•Deliver accurate life insurance illustrations in a timely manner to advisors and agents
•Provide relevant marketing materials to support sales meetings with clients
•Effectively communicate with internal and external customers in order to move business through the pipeline efficiently
•Called upon to assist internal and external wholesalers in their territories and deliver quality service to their customer base (A lot of my time spent supporting the MGA channel)

Associate Internal Wholesaler- Life

•Planned and executed location audits for all LFD non-registered locations throughout the United States as well as select registered branch office locations
•Actively maintained internal database to reflect the registration status of the more than 1,000 registered representatives within LFD
•Created and filed initial FINRA U4s for newly hired LFD employees as well as subsequent U4 amendment filings as changes occurred
•Filed FINRA U5s for registered representatives that have had their registrations terminated with LFD
•Tracked FINRA examination status as well as FINRA continuing education requirements
•Maintained registered representative files to ensure compliance with FINRA’s rules regarding Brokerage Accounts, Outside Business Activities, and Private Securities Transactions
•Worked with LFD management to ensure accuracy within our supervisory structure in accordance with FINRA supervisory rules
•Implemented new procedures for tracking state licensing and appointments for recently hired representatives as well as review the ongoing licensing and continuing education requirements for seasoned representatives

Compliance Specialist

Lincoln Financial Group

•Actively maintained between 170 and 220 life insurance cases from application to placement ensuring that accurate documentation was entered into tracking system throughout the process for timely management
•Initiated and fostered relationships with LFA dedicated field agents, agent assistants, and brokers in order to ensure productive communication during the application process
•Worked closely with sales, new business, and underwriting to expedite processes on behalf of the agent/client

Life Processor

I enjoy the topic of life insurance, very much, and like guiding and assisting agents through the process from start to finish.  I think everyone should have life insurance and should obtain it as soon as possible in their life because it is more cost effective when you are young and healthy.  Someone thinking about life insurance when they become sick is not the appropriate time.  I appreciate that life insurance is not a flashy toy you can park in the garage, but I believe that it shows a certain level of foresight and character when someone chooses to pay a life insurance premium for something that will never benefit them.

Taplio

Jason Langevin's Linkedin Analytics

Jason Langevin

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Jason Langevin's Linkedin Analytics

Jason Langevin

Want to drive more opportunities from LinkedIn?

Jason Langevin's Linkedin Analytics