Jeff Meinert
Independent Agent at The Brouwers Agency, LLC- Claim this Profile
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Bio
Experience
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The Brouwers Agency, LLC
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United States
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Insurance
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1 - 100 Employee
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Independent Agent
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Dec 2019 - Present
Auto, Home, Life, Commercial Insurance
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Independent Agent
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Dec 2019 - Present
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PNC
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Travel Arrangements
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1 - 100 Employee
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Assistant Manager
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Feb 2018 - Dec 2019
Conduct in depth financial conversations with clients to build financial plans that can achieve their financial goals. Consistently meet or exceed my quarterly sales goals. Finished 108% in 2016.
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Personal Banker
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Mar 2017 - Dec 2019
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Huntington National Bank
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United States
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Banking
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700 & Above Employee
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Licensed Personal Banker
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Jul 2010 - Jan 2015
Consistently exceeded monthly sales goals. Finished 190% to goal in 2013 Consistently outperformed my peers. Finished in the top 3 year over year Built a book of securities of over 3 million dollars in four years Made regional sales conference for top performing investment sales in 2011 Aggressive following up on warm leads and converting them to revenue Extremely comfortable speaking to my clients and asking for their business and referrals Consistently exceeded monthly sales goals. Finished 190% to goal in 2013 Consistently outperformed my peers. Finished in the top 3 year over year Built a book of securities of over 3 million dollars in four years Made regional sales conference for top performing investment sales in 2011 Aggressive following up on warm leads and converting them to revenue Extremely comfortable speaking to my clients and asking for their business and referrals
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JPMorgan Chase
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United States
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Investment Management
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Licensed Personal Banker
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2008 - 2010
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Financial Advisor
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Sep 2005 - Aug 2007
2007 Instrumental in providing sophisticated financial solutions to affluent individuals and families whose goal it was to create, manage, and preserve wealth. Developed a portfolio of securities of over $1 million Successful at cross-selling numerous products including: life insurance, securities, disability insurance, and annuities. Successfully built and maintained client relationships serving as the primary contact for all financial needs. Used prospecting, cold calling,… Show more 2007 Instrumental in providing sophisticated financial solutions to affluent individuals and families whose goal it was to create, manage, and preserve wealth. Developed a portfolio of securities of over $1 million Successful at cross-selling numerous products including: life insurance, securities, disability insurance, and annuities. Successfully built and maintained client relationships serving as the primary contact for all financial needs. Used prospecting, cold calling, and networking to obtain clients Show less 2007 Instrumental in providing sophisticated financial solutions to affluent individuals and families whose goal it was to create, manage, and preserve wealth. Developed a portfolio of securities of over $1 million Successful at cross-selling numerous products including: life insurance, securities, disability insurance, and annuities. Successfully built and maintained client relationships serving as the primary contact for all financial needs. Used prospecting, cold calling,… Show more 2007 Instrumental in providing sophisticated financial solutions to affluent individuals and families whose goal it was to create, manage, and preserve wealth. Developed a portfolio of securities of over $1 million Successful at cross-selling numerous products including: life insurance, securities, disability insurance, and annuities. Successfully built and maintained client relationships serving as the primary contact for all financial needs. Used prospecting, cold calling, and networking to obtain clients Show less
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Education
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Grand Valley State University
Bachelor of Business Administration (B.B.A.), Business -
Muskegon Community College
Associates, Science and Art