It varies by organization. In your firm, it may be a Senior Account Manager, Client Executive, or Consultant. While you participate in teams trying to acquire new clients, you don't have a sales goal.

In the program, we have had a wide difference in years of experience, book sizes & complexity, and technical expertise. Yet 100% of the Account Executives report they have the same fundamental client issues.

Account Executive Academy meetings are held via Zoom on Fridays from 10-11:00 am Pacific. There is an optional 30-minute "ask-Jenn-anything" session from 11-11:30 am.

Enrollment is now open for the July cohort  🎉

Schedule for Cohort 8 (July)

July 15, July 29

August 12, August 26

September 16, September 30

October 7, October 21

November 4, November 18

December 2, December 16

Yes, the meetings are recorded.

What does it take to maximize this program? Attending the majority of the sessions live.

In cohort-based programs, it means showing up ready to engage and share within the community. You might ask a question or answer one based on your experience. You'll all be learning from each other.

All participants will receive a unique login to a members only Kajabi portal where they will find weekly modules (~10mins) and bonus media content.

We will utilize Zoom for our group calls.

VideoAsk will be the participants direct line to Jenn and allow for 1:1 coaching.

The Account Executive Academy began as a six-month program in 2019. The Alumni community was formed in response to the Account Executives’ desire to continue collaborating with Jenn and their peers nationwide. 

It has evolved into an exclusive coaching program for graduates of the Account Executive Academy. It includes 2 monthly discussions with members of all cohorts + Jenn, and ongoing access to updated content.

The program is $4800. 

All invoices include the option for ACH, credit card, or traditional payments. No bitcoin yet. 😂

January registrants: You have the option to pay in December or January or split between the two to maximize your budget.

Refund Policy:

(1) 100% of the fee will be refunded if the participant fully engages within the first 30 days and despite working with Jenn and their sponsor doesn't find business value. 

(2) Another participant may be substituted into the program within the first month if the original participant is no longer able to participate for any reason.  

(3) No refunds will be provided if the participant leaves your organization after the first month.

"A community of like-minded individuals with similar goals in the benefits consulting world that share ideas, concerns around clients, co-workers, and direct reports. We're led by a consultant that is a change agent to the norm and encourages us to break out of our box."

Kenra, Member Since October 2019

"Jenn, you do such a great job of leading our meetings with real-life examples, and experiences. The AE Academy has helped me develop in so many ways. So many nuggets to list - perspective, calendar control, "Are we making ourselves busy?", I could go on. In short, the AE Academy provides the tools to be a better AE."

Daniel, Member Since January 2021

"This was one of the best trainings that I have experienced in my career. You made it around real life examples for us and fun throughout the whole program. The connections to other client managers was helpful in seeing that all of us are dealing with the same type of issues and sharing how they have overcome some of these challenges was helpful in my growth."

Stephanie, Member Since April 2021

"A unique course that's given me a complete mind shift on how to approach complex situations internally within our firm and externally with our clients."

Jenny, Member Since January 2020

"Life-changing. Seriously, a lifeline in what can sometimes feel like isolating work."

Amy, Member Since October 2019

Of course. Let's find time to talk. No pressure. This isn't like a timeshare presentation! 🤦‍♀️ 

• Text: 415-407-1591
• Email: [email protected]
• Schedule time to talk