Jacqueline Shields
Sales Consultant
Sales Consultant at Unum
Greater Philadelphia Area
Section title
Jacqueline Shields's Email Addresses & Phone Numbers
About Jacqueline Shields
Sales Consultant @ Unum • Partner with insurance brokers to help design, implement and service benefit programs to best meet the needs of both employees and employers. • Focus on superior client experience, maximizing results, and partnership excellence.• I make it a priority to be an extension of my brokers – an additional resource to educate, advise,...
Sales Consultant @ Unum • Partner with insurance brokers to help design, implement and service benefit programs to best meet the needs of both employees and employers. • Focus on superior client experience, maximizing results, and partnership excellence.• I make it a priority to be an extension of my brokers – an additional resource to educate, advise, present, and enroll depending upon each unique relationship. • My goal is to make the sale as easy as possible for all parties involved, to be dependable and responsive, and to stay on top of the dynamic employee benefits industry, particularly health care reform.• Unum is a fortune 260 industry leader which offers a broad portfolio of product solutions including group disability, dental and life insurance as well as a full complement of voluntary worksite benefits, including disability, term life, permanent life, critical illness, accident, hospital indemnity and cancer insurance. Unum’s primary focus and expertise is on financial protection benefits. Greater Philadelphia AreaSales Consultant Trainee @ Unum • Earned Resident Producer License for Life and fixed Annuities, Accident and Health Insurance (NJ, PA, NY, DE)• Went through rigorous training and testing through Unum University including two sales schools:- two weeks of training at home office in Portland, Maine October 2011- one week training at home office in Chattanooga, TN January 2012• Served as a Voluntary Benefits counselor: performed numerous group presentations and enrolled employees in voluntary worksite benefits while acting as a fiduciary, explaining products so that each employee had total comprehension and could make an informed buying decision. From June 2011 to January 2012 (8 months) Senior Account Executive @ J.G. Wentworth • Build, maintain and manage a book of business that includes 80 plus clients at any given time• Quote and underwrite $2-5 million of total cash flows monthly• Review on average 40 contracts a month with clients, attorneys and brokers• Chosen as head negotiator on any files (potential clients) with high competition• Highest monthly production goals of all sales employees• Champion court research leads (previous transaction with competitor)• Exceeded monthly sales goals every month since inception• Ranked second overall in 2010 based on sales performance (out of 85 sales representatives)• Consistently earned a spot as one of the top three representatives of each quarter• Ranked sales representative of the month in September & October, 2nd place in December, 3rd place in August & June and also ranked in the top ten percentile in the months of November & January.• Won a celebrity solstice cruise for the most qualified lead transfers to the FSG department From October 2010 to June 2011 (9 months) Account Executive @ JG Wentworth • Handle incoming marketing calls and make outbound calls to build and maintain a comprehensive book of business• Extensive education and knowledge of the structured settlement and annuity industry to effectively manage clients through the two to three month structured settlement transfer process (court ordered)• Knowledge of contract language, underwriting requirements (state specific) and customer service aids in assisting clients to realize their financial objective• Manage relationships, build book of business, and reach out to prospective clients by making 100+ outbound telephone calls daily• Work closely with service teams, sales/business development, Marketing, and upper management to drive business and achieve goals From March 2010 to October 2010 (8 months)
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About Jacqueline Shields's Current Company
Unum• Partner with insurance brokers to help design, implement and service benefit programs to best meet the needs of both employees and employers. • Focus on superior client experience, maximizing results, and partnership excellence.• I make it a priority to be an extension of my brokers – an additional resource to educate, advise, present, and enroll depending... • Partner with insurance brokers to help design, implement and service benefit programs to best meet the needs of both employees and employers. • Focus on superior client experience, maximizing results, and partnership excellence.• I make it a priority to be an extension of my brokers – an additional resource to educate, advise, present, and enroll depending upon each unique relationship. • My goal is to make the sale as easy as possible for all parties involved, to be dependable and responsive, and to stay on top of the dynamic employee benefits industry, particularly health care reform.• Unum is a fortune 260 industry leader which offers a broad portfolio of product solutions including group disability, dental and life insurance as well as a full complement of voluntary worksite benefits, including disability, term life, permanent life, critical illness, accident, hospital indemnity and cancer insurance. Unum’s primary focus and expertise is on financial protection benefits.
Frequently Asked Questions about Jacqueline Shields
What company does Jacqueline Shields work for?
Jacqueline Shields works for Unum
What is Jacqueline Shields's role at Unum?
Jacqueline Shields is Sales Consultant
What is Jacqueline Shields's personal email address?
Jacqueline Shields's personal email address is j****[email protected]
What is Jacqueline Shields's business email address?
Jacqueline Shields's business email addresses are not available
What is Jacqueline Shields's Phone Number?
Jacqueline Shields's phone (**) *** *** 239
What industry does Jacqueline Shields work in?
Jacqueline Shields works in the Financial Services industry.
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Jacqueline Shields's Social Media Links
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