As the Vice President of Business Development at Lloyds Intrepid Wealth Management, Jeffrey Jump leverages his unique background in biology and extensive experience in client engagement to foster meaningful connections with individuals navigating significant life transitions. His role centers on reaching out to clients who...
As the Vice President of Business Development at Lloyds Intrepid Wealth Management, Jeffrey Jump leverages his unique background in biology and extensive experience in client engagement to foster meaningful connections with individuals navigating significant life transitions. His role centers on reaching out to clients who are either approaching retirement or managing their investment portfolios during challenging economic times. Jeffrey understands that these transitions can be daunting, and he is dedicated to providing personalized financial planning, investment management, and comprehensive guidance on tax and estate planning needs.
Jeffrey’s expertise lies in his ability to communicate effectively and empathetically, allowing him to truly hear and understand each client’s story. This approach not only builds trust but also enables him to tailor financial strategies that align with their specific goals and circumstances. His proficiency in B2B marketing strategy and sales prospecting is instrumental in identifying potential clients who could benefit from Lloyds Intrepid’s robust suite of services. By utilizing CRM databases, he efficiently manages client relationships and ensures that each interaction is meaningful and productive.
In a rapidly evolving financial landscape, Jeffrey remains committed to staying informed about industry trends and best practices, which enhances his ability to offer sound advice and innovative solutions. His passion for helping others, combined with his strategic marketing skills, positions him as a valuable asset to both his clients and Lloyds Intrepid Wealth Management. As he continues to expand his network and deepen his expertise, Jeffrey looks forward to making a positive impact on the lives of those he serves.
