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Jeffrey Lawler Clu Chfc Casl
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Bio
Credentials
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Performing under Pressure
LinkedInSep, 2021- Apr, 2026 -
Data Analytics for Business Professionals
LinkedInFeb, 2021- Apr, 2026 -
Executive Presence on Video Conference Calls
LinkedInFeb, 2021- Apr, 2026 -
Using Microsoft Teams and Outlook Together: Maximizing Productivity
LinkedInFeb, 2021- Apr, 2026 -
Shane Snow on Storytelling
LinkedInSep, 2020- Apr, 2026 -
Microsoft Cloud Fundamentals: SharePoint Online, OneDrive, and Teams
LinkedInMay, 2020- Apr, 2026 -
OneNote Essential Training (Office 365)
LinkedInMay, 2020- Apr, 2026 -
Microsoft Forms First Look
LinkedInApr, 2020- Apr, 2026
Experience
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Millennium Brokerage Group, LLC
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Columbus, Ohio Metropolitan Area
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Regional Vice President
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Mar 2022 - Feb 2024
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Columbus, Ohio Metropolitan Area
Overview: Develop and implement business plans to drive sales through new distribution. Spearheaded implementation of operational systems to gain market and data analytics. Developed and reviewed procedures for enrolling new advisors. Created and implemented training plans for new and established advisors around sales concepts and client presentations. Devised and implemented marketing plans to communicate sales concepts, product innovations and market efficiencies to grow revenue from strategic relationships. Accomplishments:Prospect, profile and manage advisors for life insurance, annuity and long term care opportunities.Ability to Leverage connectors and centers of influence to profile and efficiently recruit new advisors.Develop a business plan that detailed activities to be followed that focus on producing revenue and exceeding quota.Develop, organize, and present virtual and in person training programs for advisors and clients, improving overall sales and productivity.Consistently deciphering how carrier products match sales concept to deliver simple but thorough information or final sales presentations.Maintain proactive sales relationships with Advisors through ongoing profiling and relationship building.Spearheaded integration of operational technology to gain information and generate proactive solutions.Incrementally grew business with a focus on generating revenue from Strategic Business partners.Collaborate and maintain strong partnerships with operations, case management, underwriting and commission departments with seven focus carriers.
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Nationwide Insurance
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Columbus, Ohio Area
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Regional Life Consultant ~ Focused Business Development Leader
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May 2003 - Dec 2021
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Columbus, Ohio Area
Overview: Developed and implemented business plans that created an opportunity to manage top to bottom and day to day responsibilities for one firm. Increase sales by over 400%, surpassing all targets in 13 of 16 years. Grew firm into two highly profitable territories while establishing regional firm as the largest Variable Universal Life (VUL) provider nationally. Recruited 2nd wholesaler to deepen advisor connections while implementing continual improvements.Accomplishments:Increased firm sales by 400% through advisor profiling, continuing education, partnership in client presentations, and participation in client case studies.Led sales teams throughout organization by coaching teams on basic and advanced business concept to deliver on our goals and plans.Pivoted strategies during adverse market conditions by transitioning business/marketing plan focus in order to stabilize and grow marketshare. Acted as subject-matter experts to provide customer-centric solutions to firms, troubleshoot issues, eliminate obstacles, and provide fast solutions for successful presentations.Streamlined product introduction/integration via successful rollouts to field and senior management.Was the main point of contact for the firm of over 200 people regarding sales, underwriting, technology, commissions, product specifics and client situations.Collaborated with departments throughout the organization to provide customer centric experience with objective being well defined and communicating solutions that benefit all participants.Elevated organizational performance through process and technology improvements, communication of clear operational benchmarks and KPIs, and allocation of necessary resources for goal achievement.Led project to create seamless interface with client’s systems to develop a completely digital platform for information transfer, which eliminated an average of thirteen days in the underwriting process.
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UBS
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Columbus, Ohio Area
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Financial Advisor
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Mar 2000 - Apr 2003
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Columbus, Ohio Area
Developed and implemented client service protocolsDiscussed and identified client goals, in order to give specific and actionable recommendations.Managed client equity recommendations using fundamental and charting techniques..
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Education
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1991 - 1996The Ohio State University
Bachelor of Arts (BA), Political Science and Government -
1987 - 1991
St. Charles
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2005 - 2011
The American College
Suggested Services
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Industry Focus. “Insurance”
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