Jeff Meinert

Independent Agent at The Brouwers Agency, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Grand Rapids Metropolitan Area

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Independent Agent
      • Dec 2019 - Present

      Auto, Home, Life, Commercial Insurance

    • Independent Agent
      • Dec 2019 - Present

    • Travel Arrangements
    • 1 - 100 Employee
    • Assistant Manager
      • 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.

    • Personal Banker
      • Mar 2017 - Dec 2019

    • United States
    • Banking
    • 700 & Above Employee
    • Licensed Personal Banker
      • 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

    • United States
    • Investment Management
    • Licensed Personal Banker
      • 2008 - 2010
    • Financial Advisor
      • 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

Education

  • Grand Valley State University
    Bachelor of Business Administration (B.B.A.), Business
    2001 - 2003
  • Muskegon Community College
    Associates, Science and Art
    1998 - 2001

Community

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