Heather Johns

As a Field Training Manager and Licensed Financial Insurance Agent with Bankers Life, I specialize in developing, mentoring, and supporting agents while continuing to help individuals and families prepare for a confident and secure retirement. I focus on coaching advisors to deliver personalized, client-centered solutions that address every stage of life—from protecting health and income to building long-term financial stability. I provide leadership, training, and strategic guidance across the following areas: Retirement Planning Life Insurance Health Insurance Long-Term Care Coverage Annuities & Financial Planning Strategies My role is to simplify complex financial concepts for both clients and agents, promote ethical, needs-based planning, and ensure consistent, high-quality service. I take pride in building strong teams, fostering professional growth, and helping advisors deliver solutions that align with each client’s unique goals. With a client-first mindset and a passion for leadership, I am committed to empowering agents and protecting the financial futures of the families we serve. If you’re ready to grow, lead, and make a meaningful impact, let’s connect.

As a licensed Financial Insurance Agent with Bankers Life, I specialize in helping individuals and families prepare for a confident and secure retirement. My focus is on creating personalized solutions that cover every stage of life—from protecting health and income to building long-term financial stability. I provide guidance and tailored plans in the areas of: ✔️ Retirement Planning ✔️ Life Insurance ✔️ Health Insurance ✔️ Long-Term Care Coverage ✔️ Annuities & Financial Planning Strategies My goal is to simplify complex financial decisions, provide peace of mind, and ensure that every client I serve has a clear path toward protecting their future. With a client-first approach, I take pride in building lasting relationships and delivering solutions that align with individual needs and goals. If you’re ready to take the next step toward protecting your financial future, let’s connect.

Source, screen, and interview candidates for sales and insurance agent positions Develop and implement recruitment strategies to attract top talent Utilize online job boards, social media, and networking to identify potential candidates Conduct phone screenings and in-person interviews to assess candidate qualifications Coordinate and schedule interviews between candidates and hiring managers Maintain applicant tracking system and ensure compliance with company hiring policies Build and maintain relationships with local job seekers, career centers, and community organizations Present company benefits and career opportunities to prospective hires Assist in onboarding and training new hires to ensure a smooth transition Track recruitment metrics and provide reports on hiring trends and success rates Work closely with management to meet staffing needs and sales goals Represent the company at career fairs, networking events, and industry conferences

• Providing dedicated administrative support, handling a wide range of customer service tasks for the health insurance company • Assisting in managing client inquiries, resolving issues promptly, and ensuring a high-level of client satisfaction • Coordinating communications between clients and insurance providers, facilitating smooth transactions, and policy updates • Maintaining accurate records of client interactions, and transactions, ensuring compliance with company and industry standards • Working closely with agents to streamline operations and improve service delivery

• Prospect and proactively make recommendations to drive improvements for existing customers business • Articulate the Intuit Value Propositions of the Quickbooks Online Ecosystem showcase the understanding of Intuit’s strategies and products relative to major competitors • Executive presentation skills with clear ability to utilize tools to deliver a compelling ROI for the customer • Grow and manage a Sales funnel and maintain a sustainable sales cycle to meet quarterly sales targets • Ability to utilize key stakeholders to help influence the buying process • Navigate complex selling processes while fostering deep understanding of key Partners and their abilities to deliver against the customer’s needs in the buying process • Leverage all resources to manage account territory utilizing all resources to close deals with greater scale and efficiency • Key metrics of success to include Quota Attainment, Close Rates and Pipeline Velocity