Jean joined Premier Planning Group January of 2020 as the Director of Sales Development. Her primary role is CRM program implementation and management which includes monitoring sales activities. She also manages the marketing programs for OPTIMUS Life Designs.
A Hickory native, Jean received her BSBA in Marketing from Appalachian State University in Boone, NC and began her insurance career in 1987 assisting in her father’s agency. She transitioned to the telecommunications and IT sector that resulted in an extensive and successful sales and management career. From 2008 to 2013 she served as Director of Global Marketing for two local companies managing a creative services staff, domestic and international marketing programs and tradeshows.
Jean returned to the insurance industry in 2014 as an Associate Financial Representative with Northwestern Mutual. She then moved to an independent agent role offering individual health and ancillary products before joining the Premier Planning Group team.