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Resume

Jake E. Bielecki

Denver, CO

312-613-0428

jakeebielecki@gmail.com

 

CAREER SUMMARY

 

Sales Representative with 4 years of sales experience with the leading annuity provider in the industry. Utilizes leadership, innovation, creativity, technical skills and an outstanding attitude to regularly exceed sales goals, enhance the team environment, cultivate business relationships and organize events. 

 

SKILLS AND CERTIFICATIONS

 

Technical & Creative Skills:

Salesforce, Microsoft Office, Adobe Photoshop and Lightroom, Social Media Analytics, Digital Marketing, Go2Meeting, iMovie, Photography and Cinematography and Event Management. 

Industry Certifications:

  • Series 6 Investment Company and Variable Contracts Products Representative Examination 

  • Series 63 Uniform Securities Agent State Law Examination

  • Colorado Life and Health Insurance License

  • CAIA Certificate

  • Carew International Sales Certificate

 

WORK EXPERIENCE

 

Jackson National Life,Denver, CO, October 2014 through June 2018

Industry leader offering annuities and mutual funds for financial representatives and retail investors.

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Internal Wholesaler, March 2015 through June 2018

  • Supported the External Wholesaler, generating over $100 million in sales last calendar year, exceeding goals by 8 percent despite changes in government regulations.

  • Increased market share for the territory by 10 percent over 2 years resulting in the second highest market share in the company.

  • Made proactive sales calls on a daily basis to financial advisors to strengthen and establish relationships and uncover new opportunities for variable annuities and mutual funds.

  • Created customized plans and trained advisors to present plans to their clients based on retirement income and legacy needs.

  • Created and maintained representative profile information in the Salesforce database for current and proposed sales activity.

  • Initiated regular Investment Group meetings with Internal Wholesalers and Investment Specialists sharing knowledge on current capital markets and investment opportunities.

  • Initiated and conducted the highest number of virtual meetings with advisors using Go2Meeting.

  • Supported coworkers by assisting in sales presentations, and mentored new Internal Wholesalers.

 

Career Development Program, January 2015 through March 2015

  • Participated in this internal training program gaining product knowledge, presentation experience and licensing.

  • Earned Licenses:Series 6 and 63, and the Colorado Life and Health Insurance License.

  • Assisted in the development of a comprehensive handbook including tools for daily use in the Internal Wholesaler position.

 

Marketing Strategy Intern, October 2014 through January 2015

  • Initiated Analytics and Digital Marketing on social media using Google Adwords, LinkedIn, Facebook and Twitter. Analyzed results and made necessary changes to increase reach to target market.

  • Created a video iMovie instructing users on navigating a new app for use by wholesalers in the organization

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EDUCATION

 

Central Michigan University, Mount Pleasant, MI, 2010-2014

Bachelor of Science in Business Administration, Marketing Major & Professional Sales Concentration, 2014

 

EXTRACURRICULAR ACTIVITIES

 

My Personal Website: http://jakeebielecki.wixsite.com/jake-bielecki

Photography, traveling, backpacking, camping, hiking, snowboarding and cooking

 

Rage At The Ridge Longboarding Competition, Onekama, MI, 2012 -2016

Founder and Project Manager

  • Organized a two-day downhill longboarding race recruiting over 100 riders from the U.S. and Canada

  • Coordinated event with the township, marketed on social media, promoted longboarding as a sport. Gained event planning and organization skills and generated sales revenue. Received recognition as “Michigan’s Premier Downhill Longboarding Race.”

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