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Jason Lea
Professional Background
Jason Lea, a dedicated Certified Financial Planner (CFP), has cultivated an impressive career in the financial services industry, particularly through his leadership roles at Brokers' Service Marketing Group (BSMG). With a proven track record in sales and management, Jason has successfully driven growth and innovation within the company, demonstrating his deep commitment to enhancing financial planning options for clients across the board.
As the Chief Executive Officer of BSMG, Jason has taken on the pivotal role of guiding the strategic direction of the organization. His extensive experience, which includes serving as Founder President and Executive Vice President, Director of Sales, has equipped him to foster an environment of excellence and accountability among his teams. Under his leadership, BSMG has not only expanded its market presence but has also enhanced its reputation for reliable financial services tailored to meet the diverse needs of its clients.
Education and Achievements
Jason's educational background laid a strong foundation for his career. He pursued his Bachelor of Arts in Economics at Davidson College, immersing himself in the study of economic principles that inform financial decision-making. This academic experience enabled him to grasp complex financial concepts and apply them effectively in his professional journey.
Prior to his impactful tenure at BSMG, Jason honed his skills in various roles within the financial sector, including as Senior Vice President, Annuity Sales Director at BSMG, and as a Retirement Plan Service Representative at McLean Budden. His progression through these positions showcased his ability to connect with clients, understand their financial concerns, and provide them with tailored solutions to secure their financial future.
Key Achievements
Throughout his career, Jason has earned notable recognition for his contributions to financial planning and sales management. As a leader, he has championed initiatives focusing on client education and service excellence, adapting strategies to respond to the ever-changing financial landscape. His commitment to continuous improvement is evident not only in his professional endeavors but also in his personal philosophy regarding financial stewardship.
Moreover, Jason’s experience as the Chief Executive Officer and former President of BSMG demonstrates his ability to innovate and adapt, ensuring that the organization remains at the forefront of industry trends and client needs. His proactive approach has led to the development of various financial products aimed at helping consumers better navigate their retirement planning, investment strategies, and wealth management considerations.
Achievements
- Led the transition of Brokers' Service Marketing Group into new markets, significantly increasing client acquisition and retention.
- Founded BSMG and transformed it from a startup into a key player in the financial services industry.
- Developed a comprehensive sales training program that has elevated the sales team's performance and effectiveness.
- Played a critical role in the creation and rollout of new financial products that have optimized clients' financial planning capabilities.