Jennifer Yeaton, CLF®
Founder & Co-Owner at CFC Illinois, LLC- Claim this Profile
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Bio
Credentials
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Series 6
FINRA (Financial Industry Regulatory Authority) -
Series 63
FINRA (Financial Industry Regulatory Authority)
Experience
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CFC Illinois, LLC
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United States
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Insurance Agencies and Brokerages
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1 - 100 Employee
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Founder & Co-Owner
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Jul 2016 - Present
CFC Illinois, LLC was established in July of 2016 and is an independent insurance agency that was previously a MetLife firm. We strategically grow our business the right way, by focusing on superior client service and providing products that protect what you’ve worked so hard to acquire. We have over 40 licensed agents with an average of 25 years industry experience. Whether you’re looking to insure your new car or home or ensure your small business has the proper coverage, we are here to help. www.cfcillinois.com Show less
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Business Partner
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Jul 2016 - Present
Lead a talented and dedicated team in developing new business and strengthening existing client relationships in employee group benefits area through customer service, product and process education, and strategy integration. Collaborate one-on-one with clients and advisors. Conduct review meetings for plan sponsors and introduce new concepts to enhance the organization’s existing platforms. Identify opportunities to deepen brand recognition and to enhance relationships with key accounts. Priorities include: • client support: educating companies about employee group benefits and acting as a local touchpoint for immediate assistance and problem-solving • team leadership: setting strategy and overseeing tactical execution while supporting individual development • business development: finding opportunities for business success and growth I am licensed to sell insurance in Illinois. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2650 Warrenville Rd Suite 100 Downers Grove, IL 60515. Phone: 630-441-1000. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Show less
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MetLife
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United States
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Insurance
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700 & Above Employee
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Advanced Markets Director
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Jul 2013 - Jun 2016
Consulted with a select group of representatives in focused areas of business, planning, goal setting, client service implementation and marketing plans. Worked closely with internal resources to identify opportunities and implement systems that would drive results. Key accomplishments included:• improving marketing• promoting growth
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Director, Marketing
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Aug 2012 - Jul 2013
Collaborated with individual and team practices to establish marketing campaigns. Monitored corporate and firm marketing programs for highest return of investment opportunities. Conducted personal coaching sessions and leveraged existing resources to educate and train administrative support staff.
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New England Financial / MetLife
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Financial Services
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1 - 100 Employee
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Director of Training, Marketing and Recruiting
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Jul 2009 - Aug 2012
Created and implemented training and leadership development curriculum for financial representatives and sales leaders. Developed and implemented sales tracking systems, management tracking systems, marketing plans and business plans and leadership and mentorship programs. Streamlined standard operating procedures across multiple lines of business. Created and implemented training and leadership development curriculum for financial representatives and sales leaders. Developed and implemented sales tracking systems, management tracking systems, marketing plans and business plans and leadership and mentorship programs. Streamlined standard operating procedures across multiple lines of business.
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Ameriprise Financial Services, Inc.
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United States
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Investment Banking
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1 - 100 Employee
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Director, Marketing Field Implementation
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Jan 2008 - Mar 2009
Created and executed marketing plans, assessed skill sets, reviewed and monitored productivity targets and incorporated national marketing programs and procedures into top advisers’ practices. Collaborated on and conducted face-to-face coaching and mentorship, provided meeting coverage and presented marketing concepts to clients and prospects.
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Manager, Business Operations
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Oct 2002 - Jan 2008
Led business operations across five company sites, overseeing a support staff of 35 with wider team support for over 400 independent and employee financial advisors. Direct control of budget, marketing, client events, real estate, human resources, recruiting and general operational issues. Networked with peer groups, assisted sales force with client acquisition, coordinated communications, monitored licensing procedures, established employees goals and conducted employee survey. Achieved top status of number one market group nationwide. Show less
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Carlson Wagonlit Travel
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United States
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Retail
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1 - 100 Employee
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District Manager
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Apr 2002 - Oct 2002
Managed two travel offices. Responsible for the sales development of corporate and leisure travel sales, P&L, staff goals and development, customer database and vendor relationships. Managed two travel offices. Responsible for the sales development of corporate and leisure travel sales, P&L, staff goals and development, customer database and vendor relationships.
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American Express
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United States
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Financial Services
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700 & Above Employee
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Senior Manager, Business Development & Marketing
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Jan 2000 - Dec 2001
Developed and implemented comprehensive relationship marketing campaigns designed to add value to American Express Cardmembers and strengthen the relationship with groups. Extensive relationship management with hotel associations, governments, tourist boards, merchant associations, service establishments, and key strategic customer groups.
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Senior Manager, Group Services – Nationwide
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Jan 1999 - Dec 1999
Developed and implemented standard operating procedures for group travel operations. Developed and reviewed client and travel supplier pricing contracts to ensure profitability, conducted training for travel agents to improve selling expertise, worked closely with field to develop and create programs for customer events and promotions opportunities.
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Senior Manager, Field Marketing
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Jan 1995 - Dec 1998
Developed and created local promotions and campaigns that supported corporate national initiatives. Established creative concept, direct mail criteria, budget, print & lettershop coordination. Identified and addressed training needs relating to marketing programs and analyzed key success factors for marketing program. Served as the conduit between field offices and headquarters.
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Manager
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Jan 1992 - Dec 1994
Managed Chicago travel agency offices, responsible for over thirty direct reports with P&L of 20M. Created and implemented budget planning process, conducted skill assessment tests, assigned sales and revenue goals, initiated standardization of office procedures.
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Education
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2012 - 2013
The American College
Chartered Leadership Fellow, Organizational Leadership
Community
