Judson University

CEO & Co-Founder, Healthworks Insurance

Chicago, Illinois, United States

Healthworks Insurance

CEO & Co-Founder

Full accountability of P&L for leading Health Insurance Technology Company, GoHealth.
Leader of U65, Medicare, Member Services, and Life Insurance Campaigns.
Manager of 20 direct sales management reports responsible for over 300 agents.
Increased P&L contribution margin by 37% year over year by launching new product offerings and training programs.
Worked with staff to build and execute individual development action plans to increase sales by 20 million.
Took over struggling campaign, dramatically improving morale, key performance metrics, and increasing sales by 600% in 30 days.

GoHealth

Director of Sales

Founded  innovative mutual fund start-up focused on making investing interesting for the average person.
- Conceptualized and developed concept from infancy to capital funding stage.
- Raised initial start-up capital by successfully conveying vision to group of investors.
- Researched market viablility, determined best course of action for investment philosophy and approach.
- Developed complete business plan for growth from current stage to potential worldwide distribution.

Rockstar Funds

Recruited by top 5 financial company dedicated to delighting the customer by continuously improving the member experience and profitability across the global network of support.   Specifically, was tasked with providing industry leading customer service interactions and improving overall sales effectiveness while transforming client portfolio structures.
- Turn around management of new client portfolios, resulting in changing a year over year average loss of 30%, into a gain of over 40%.
- Protected client assets by forecasting market turmoil and taking bold management decisions to restructure client accounts accordingly, resulting in a clients average 7% gain through a 40% loss in the market.
- Monitored suppliers to insure best practices with regard to customer success and issue resolution.
- Researched thousands of investment products to determine those most suitable for clients and prospects.
- Led clients through a period of unprecedented change and uncertainty, resulting in 100% customer retention.

Ameriprise Financial

Associate Vice President

Hired by the nations largest independent brokerage firm, responsible for growing sales and expanding existing customer base.	Increased revenue year over year by over 100% through the implementation of aggressive sales strategy.
- Identified strengths, weaknesses, opportunities and threats.  Analyzed client’s mix of products and markets.  Forecasted market turmoil and restructured client assets to protect them from dramatic losses.
- Succeeded in achieving results with a 95% overall satisfaction score (by clients) three years in a row.
- Achieved Allianz Life Chairman’s Cabinet Award for recognition of extraordinary achievement in customer sales and service.

Recruited by top five international investment company to expand sales through new client acquisition and existing client cross selling.
- Lead member of sales team that increased assets by over 100% in first year.
- Managed P& L responsibility for $20 million of client assets.
- Designed strategic plan for business success through benchmarked performance metrics.

UBS Wealth Management

Account Vice President

Hired by top five international investment company.  	Grew assets from zero to over $10 million dollars in first year.
- Attracted clients through cold calling, referral, direct marketing, seminar and public speaking events.
- Achieved National Sales Director Award for outstanding client sales and service.  Won three outstanding customer service awards.

Jason Gregory