Jen Helfrich

About Me

I am a changemaker and proven leader, helping others thrive through dynamic environments and complex change to achieve business results. I bring more than 20 years of experience from a financial services and Fortune 500 company.

My experiences range from Product & Service Marketing to Client Solutions & Strategy Development, Key Centers of Influence, Relationship Management, Talent Acquisition, Training and Development, Organizational Change Center of Excellence and Transformation Change Strategy Development & Execution.

I have a personal drive for continuous learning and growth. I build trusted relationships, balance strategy and execution as I work across functions and have extensive people leadership experience.

Why Business Ownership

I want to grow, help others and create value.

• I believe I can make a positive impact on my community by offering quality services, providing jobs, contributing to the local economy and business owner community.
• I have deep respect and admiration for all business owners build, accomplish and want to help carry that legacy forward
• I am eager to apply my cumulative skills and experience in new, meaningful and challenging ways
• I value autonomy and ability to make decisions aligned with my values and vision
• Relationships are paramount to me and critical to the success of small businesses

Additional Details

Attitudes

• Growth mindset
• Achievement-oriented
• Optimistic (while pragmatic) and solutions-oriented

Strengths

• Thrives through ambiguity
• Systems-thinking approach to problem solving
• Interpersonal and collaboration skills
• People leadership and engagement
• Communication at all levels, written and verbal

Professional Designations

• Certified Change Management Professional (CCMP)
• FINRA Series 7, 63, 66 licenses
• Missouri Life and Health Insurance licenses
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)