Today we’d like to introduce you to Jennifer Ly.
Hi Jennifer, we’re thrilled to have a chance to learn your story today. So, before we get into specifics, maybe you can briefly walk us through how you got to where you are today?
Seven years ago, I was promoted into a regional coaching role at a multinational bank. The position was eliminated as fast as it was created. I had to make a choice – either go back to a managerial position or take a severance package. I was at the bank for more than 11 years. Quickly climbing the corporate ladder and within three years became a young manager at the age of 25! I consistently surpassed goals, managing large and larger flagship locations and ranked the top 1% of branches in the nation! With much debate, I decided to take the package to set my journey in the world of entrepreneurship. With the knowledge, experience, and credentials – I knew in my heart I needed to take this opportunity to explore my options.
We all face challenges, but looking back would you describe it as a relatively smooth road?
It definitely has not been a smooth transition. Having a stable income – getting paid every two weeks to having to invest and have no consistent income was a struggle in the beginning. My first year or two was trying to figure out what I was meant to do in the world of financial and insurance. I was licensed to offer everything from financial planning and securities to insurance (home, auto, commercial, life, health and medicare) I used this time to learn new things and to find out what my true calling was! I worked with mainly business owners, teachers and eventually the senior market!
Thanks – so what else should our readers know about Premier 360 Insurance & Financial Solutions?
Premier 360 Insurance & Financial Solutions is a full-service insurance and financial firm. We believe in a holistic agency approach where we truly want to understand the clients’ needs and goals to better serve them. We are dedicated to help clients navigate through the financial and insurance jungle by education, going over exposures and providing peace of mind since 2014. We strive to provide value to all our clients and serve the community by going above and beyond with every connection. One of the most underserved markets is the senior market. Our senior division has made a commitment to make sure the senior population understands their policies in particular medicare. It can be confusing causing lifetime penalties. We are here to answer questions, explain how they work, provide more benefits, save money and be a resource. Our clients know we are one phone call away instead of calling a 1-800 customer service department and getting transferred a million times and even speaking to someone overseas! Premier 360 is licensed and certified in 37+ states and counting. 𝖶𝖾 𝖺𝗋𝖾 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗅𝖾 𝗍𝗈 𝗁𝖾𝗅𝗉 𝖽𝗎𝗋𝗂𝗇𝗀 𝗈𝖿𝖿 𝗁𝗈𝗎𝗋𝗌 𝗍𝗈 accommodate our clients’ schedules. Our team takes a servant leadership approach and are helping agents by offering training, support, and mentorship for those interested in the insurance and financial industry.
What makes you happy?
Besides being blessed with wonderful family and friends, I am happy to serve as a resource to others in particular in insurance or financial services. I have found my passion in creating an agency that is built on client advocacy and caring but also provides a transparent, positive environment for our employees and agents. I find happiness knowing the services we provide have a long time ripple effect to the financial well-being of our clients and their families.
- Email: firstname.lastname@example.org
- Website: www.premier360solutions.com, https://jenniferly.myhomehq.biz/
- Facebook: https://www.facebook.com/premier360solutions
- Youtube: https://www.youtube.com/channel/UC4nTnBylxlcuP4GvE0B8bxw
- SoundCloud: https://premier360.provenwealthstrategies.com/free-access