Episode Summary
Together with host Meg McKeen, Jenn Walsh shares strategies for finding and using your voice in the workplace - a coach can help! - and what it looks like to take the lead with your clients, too. We chat through the agent/producer and service personnel dynamic and wrap up with a reflection on the unique opportunity service professionals have to succeed in a sales role. One of the smartest conversations to date!
Episode Notes
Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage firms of all sizes. She created the Client Service Academy in 2019 to address our industry's talent crisis when she realized her clients weren't going to have enough people to support their ambitious sales goals.
Jenn has 30+ years of hands-on experience driving organizational growth as a salesperson and business development leader. She developed her expertise in employee benefits within insurance carriers, a full-service brokerage firm, and by holding several national industry association leadership roles.
A sought-after speaker and industry expert, Jenn advocates a Client Service First Framework™ where Sales and Client Service teams align investment, mindset, and work style with a Clients hire you to be led™ focus. The goal of the programs Jenn has created include onboarding new talent, upskilling junior colleagues and resetting and recharging veterans - a particular passion for Jenn.
Jenn lives in the San Francisco Bay Area with her husband, adult children, and a chihuahua, Lolo, the 39th rescue she accidentally adopted in 2020. #fosterfail #fullnest
You can connect with Jenn Walsh on LinkedIn here, and learn more about the work she does to support industry professionals here.
To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. For fun stories and anecdotes, captured in her Dear #digitalnomad Diary series, head on over to Instagram and check Meg's stories there.
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