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Summary

I’m just a little girl who dreamt of one day working in a bank. That’s how my career in finance began.  At that time, for me (I was 8 years old), working in a bank was a feeling of security, and I enjoyed the thought of having a role in helping people manage their money.

Today, as a relationship builder, leader and mentor, my career has spanned over a decade of helping individuals and families manage their financial well-being.  As a focused mother, wife and financial professional, my identity is one of a leader, instructor, mentor and nurturer.  I combined those traits with my passion for working with clients from the ground up - building a plan that takes them from having no plan with bad credit/minimal savings to building a strong, dependable financial foundation for today through retirement.

My philosophy for success- do what’s right for others and the success will follow.

Work History

RETIREMENT ADVISOR

TRANSAMERICA RETIREMENT SOLUTIONS
JAN 2016PRESENT

As a Retirement Advisor, my role is to provide professional, comprehensive financial and retirement planning guidance to clients.  Utilizing consultative and persuasive sales skills to uncover client needs and goals, provides the information needed to recommend products and services to fit the needs of the client

Owner 

State Farm - Jennifer Jenson Agency, LLC
Jun 2014Dec 2015

Agency Owner - As a scratch/new market agent starting with $0 and running at break even in 9 months. Built a productive, motivated and high volume sales team.

Transamerica Capital, Inc

Transamerica Capital, Inc
Jul 2007Jun 2014

As a team of 4, we built the Regional Sales Representative (RSR) model. While an RSR, transformed a 12 state territory in Simplified Life sales from $21 million in 2008, to $42 million in 2009 to $75 million in 6 months through July 2010. In the Senior Internal Wholesaler role was chosen to mentor other Internal Wholesalers.

Compass Bank, Academy Bank, US Bank

Compass Bank, Academy Bank, US Bank
May 1995Mar 2007

Banking Experience - Achieved #1 manager for Compass Bank in 2004 and Gold Club member 2003, 2004, 2005 and 2006. Opened a Denovo Banking Center and went from $0 to profitable in 10 months. Recruited, trained and developed highly motivated and effective sales teams. Trained 6 employees to advance to Assistant or Branch Manager Positions.

Education

Current Licenses

Series 6, Series 63, LIFE, HEALTH, P&C
2000Present

B.S.B.A

Colorado State University-Pueblo
19931997