Jason Nail
Independent Insurance Agent Retirement Planning Consultant @Equis Financial
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WORK HISTORY
Independent Insurance Agent Retirement Planning Consultant @Equis Financial
Cullman, AL, US
Meet with and provide life insurance and/or retirement strategies, to perspective clients to enable and strengthen their financial position for the future or when tragic events happen! Responsible for customer acquisition; customer retention and management; and the complete sales cycles. Through field underwriting.conduct thorough and comprehensive evaluations to meet the needs and budget standards driving clients to focus on these long term strategies. As an entrepreneur, I am directly responsible for all facets of my agency; from administrative duties, to direct P&L results and efficiencies.
EDUCATION
Wallace State Community College - Hanceville
Associate of Science (A.S.), Business Administration and Management
UAB Collat School of Business
Bachelor of Science (BS), Industrial Distribution with a Concentration in Medical Equipment & Supplies
Wallace State Community College - Hanceville
Associate of Science (AS), Computer Numerically Controlled (CNC) Machinist Technology
SKILLS
ABOUT JASON NAIL
A little about me. I am an independent insurance agent and retirement consultant driven by the need to meet and exceed every persons individual needs now and for years to come! I am fully committed to building and operating on Trust with every client and perspective client in getting them positioned with the right plans and options that fits their needs and budget.Services and solutions I provide are : Mortgage Protection; Final Expense; Estate Planning; IUL\'s (Indexed Universal Life); Annuities; Whole Life and Term Life; Childrens Policies. I work with several different carriers (Mutual of Omaha, Foresters Financial, AIG, Transamerica.to name a few) which enables me to meet any persons own individual needs! Call or email me at the number or email listed below, to discuss or set up a time to meet with me. All information is strictly confidential and I will be happy to meet you for a \'NO\' hassle consultation and free risk assessment! B.S. in Industrial Distribution, with a concentration in Medical Equipment and Medical Supplies. Expanded sales 10-20% each year for 6 consecutive years. Gallup Signature Themes: Achiever, Responsibility, Learner, Positivity and Woo. Accolades include scholastic scholarships and Professional Sales Certification from the Collat School of Business - University of AL, Birmingham. My career signature is consistently eclipsing sales goals, serving as a trusted resource for my customers and colleagues, and continually improving the entire customer experience. 25••••••23 j••••••@gmail.com
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