Jesse Andrews

Jesse Andrews

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Founder
High Point, North Carolina, United States

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Résumé


Jobs verified_user 0% verified
  • Estate Mentors
    Chief Executive Officer
    Estate Mentors
    May 2022 - Current (4 years 2 months)
    Estate Mentors is an advanced platform and technology designed to simplify and streamline the estate planning process. This innovative tool combines advanced software and user-friendly interfaces to assist individuals and families in creating and managing their estate plans effectively.
  • Liberty Legal Network
    Chief Executive Officer
    Liberty Legal Network
    Feb 2022 - Current (4 years 5 months)
  • Reliance Automated Verified Leads LLC
    Founder
    Reliance Automated Verified Leads LLC
    Feb 2019 - Current (7 years 5 months)
    Reliance Automated Verified Leads is a comprehensive solution for businesses seeking high-quality, pre-qualified leads and enhanced customer relationship management (CRM) capabilities. This versatile software offers various features, including lead generation, lead verification, CRM management, and communication tools. Reliance Automated Verified Leads is designed to simplify lead acquisition and management processes, helping businesses efficiently identify and engage with prospects. With its user-friendly interface and advanced automation, this platform streamlines lead acquisition and nurturing, enabling businesses to focus on converting leads into customers while maintaining robust CRM capabilities for effective customer relationship man
  • Wisepath Financial Group
    Founder & CEO
    Wisepath Financial Group
    Sep 2017 - Current (8 years 10 months)
    Wisepath Financial Group was started to help small businesses and individuals meet their financial goals. We take great pride in getting to know each one of our clients and providing individualized service. Working with Wisepath Financial Group means you will have someone dedicated to the task of helping you to optimize your financial health. Operating a business comes with multiple responsibilities; Wisepath Financial Group's purpose is to ease the burdens on the financial side. Our desire is to preserve what our clients have, help create financial stability, as well as potential growth when opportune. Understanding your specific personal goals and family needs is critical to helping design a strategy that will work for you; which is why
  • Transamerica
    Managing Representative
    Transamerica
    Dec 2012 - Sep 2017 (4 years 10 months)
    Manage diverse accounts statewide. Prepare cost and revenue projections. Collaborate cross-functionally to service 1200+ clients for the entire state of North Carolina. Provides leadership on strategies and optimization, builds strong relationships, and establishes clear lines of communication with clients, partners and internal staff members.
  • Wells Fargo
    Director of Operations
    Wells Fargo
    Sep 2010 - Sep 2012 (2 years 1 month)
    Delivered insurance & estate sales consultations and oversaw 10 call/contact centers to improve performance and net sales. Monitored calls to ensure quality and implement optimizations in sales processes. Trained and developed new hires to increase overall revenue. Spearheaded effective consultation processes with high-net clientele nationwide to surpass sales goals and production milestones. Managed 40+ carriers and existing account portfolio to maximize efficiency and client retention.
  • Asset Marketing Services LLC
    Sales Associate
    Asset Marketing Services LLC
    Jul 2009 - Sep 2010 (1 year 3 months)
    Directed a call-center to achieve quality benchmarks. Developed strategic relationships with vendors and established optimal rates for services to reduce expenditures and maximize revenue. Drove improvements in service quality by training and developing staff. Worked cross-functionally to ensure customer satisfaction and retention. Evaluated compliance with FTC laws and regulations.
  • Wells Fargo
    Mortgage Consultant (Previously Teller)
    Wells Fargo
    May 2007 - Jun 2009 (2 years 2 months)
    Reviewed loan applications and performed financial analysis, credit and property evaluations to provide feasibility reports for loan requests. Communicated with prospective customers and civic organizations to generate new business. Implemented policy and procedure improvements for mortgage dealings. Participated in special events to grow brand presence in community. Worked with clients to refinance troubled debt agreements.
  • Sterling Jewelers
    Sales Associate
    Sterling Jewelers
    Nov 2006 - Jan 2009 (2 years 3 months)
    Responsible for our five sales goals, including dollars sold, credit opened, lifetime replacement, multi-sale dollars, and customer satisfaction surveys. Delivering diamond sales presentations. Responsible for expensive merchandise. Prepare pre-booked sales for diamond events. Responsible for engaging customers in conversation to understand their needs and objections; presenting merchandise and detailed information on features and benefits; offering extended service plans and financing options; working with the entire sales team to provide a superior experience to all of our valued customers and meeting individual and team sales goals.
  • YMCA of the North
    Aquatics Manager (Previously Sr. Lifeguard)
    YMCA of the North
    Jan 2004 - Dec 2007 (4 years)
    Supervision of the operations of the aquatics pools through planning, coordination, scheduling, and evaluating a variety of programs specific to aquatics area within the facility.
Education verified_user 0% verified
  • The American College of Financial Services
    The American College of Financial Services
    The American College of Financial Services
    Jan 2015 - Dec 2018 (4 years)
  • University of Minnesota
    Bachelor of Business Administration - BBA, Business Administration & Economics
    University of Minnesota
    Jan 2009 - Dec 2014 (6 years)
    University of Minnesota Business Statistics equips professionals to transform data into strategic assets. The program focuses on interpreting analytics to directly inform core business functions—optimizing marketing ROI, forecasting financial trends, streamlining operations, and mitigating risk—enabling data-driven leadership and decision-making.
  • Normandale Community College
    Associate of Arts (AA, Business Administration and Management, General
    Normandale Community College
    Jan 2007 - Dec 2009 (3 years)
  • L
    High School, General Studies
    Lakeville North High School
    Jan 2005 - Dec 2007 (3 years)
Projects (professional or personal) verified_user 0% verified
    Awards verified_user 0% verified
    • M
      Round Table Award
      Million Dollar Round Table
      Jan 2015
      The Premier Association of Financial Professions MDRT recognizes knowledge, ethics, service to clients, and productivity in financial professionals. This award is given to those that are among the best in the business and attend the annual MDRT meeting.
    • O
      Appreciation Award
      Office For Students With Disabilities
      Dec 2009
      In recognition of your outstanding contributions to the education of the students of Normandale College as a volunteer tutor for student with disabilities during 2008 and 2009.
    This is a community-created genome.