Jathan Day
Senior Associate @World Financial Group (WFG)
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WORK HISTORY
Senior Associate @World Financial Group (WFG)
Actively recruits, trains, and mentors talented people to work in a team centric environment that Develops a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.Determines clients\' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.Obtains underwriting approval by completing application for coverage.Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.Provides death benefits by delivering policy proceeds; reassessing client needs.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
EDUCATION
ECPI University
Associate of Science (AS), Network Security
ECPI University
Bachelor of Computer Science (BCS), Software Development
Liberty University
Master of Arts (M.A.), Human Services, Business
Liberty University
Bachelor of Science (BS), Multidisciplinary - Business and Communications
SKILLS
ABOUT JATHAN DAY
Professional with a history of proven leadership and management success with a focus on…
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