Sales Customer Service

JASON H . ARC HER

***** ***** ** ****: 719-***-****

Conroe, TX 77385 Cell: 719-***-****

******@*****.***

PRO FESS IONAL SU M MARY

An investment professional currently holding Series 7, 66, 6, and 63 licenses that

consistently meets and exceeds sales goals while offering extensive experience in

corporate sales, customer service, and marketing research. A successful closer that

p rovides sound guidance and analysis, marketing research, and sales presentation

experience through face-to-face meetings.

P RO FESS IONAL E XPER I E NCE

T Rowe Price, Colorado Springs, ColoradoApril 2008 – Aug 2011

I nvestment Specialist - Retail Sales

Field calls from external retail clients while providing proactive guidance on

retirement and investment solutions through a needs-based consultative sales

p rocess.

Retain, increase and convert assets from retail clients with multiple retirement

p lans while advising various retirement and investment scenarios and potential

i mpact.

Provide distribution education, investment guidance and advice to retail clients

i n an effort to help them make an informed decision regarding their retirement

savings.

Identify and assess the client's stated and unstated needs.

Analyze the client's current retirement plan to understand rules, regulations

and tax implications, as well as client objectives.

Assess the client's investment experience and knowledge, preferences and

action orientation, and retirement goals.

Provide guidance/advice on investments and services to meet the client's

f inancial goals.

Move the potential retail client efficiently to action while positioning TRP as a

solution, as appropriate.

Provide direction and information to processing departments on rollovers and

t ransfers to ensure that the assets are accurately and efficiently moved.

Actively follow-up on service needs throughout the rollover or t ransfer process,

research outstanding issues or difficult inqui ries from clients to ensure

expectations are met promptly.

Manage and create client contacts; ensuring that all current and future sales

opportunities are documented and followed up on appropriately.

F inancial I nstitutional Services Representative - John H ancock F reedom

529

Responsible for servicing and maintaining JHF529 College Savings accounts.

Received inbound and make outbound calls to/from JHF529 clients, including

advisors, and back office associates, as needed and services the caller.

Managed monthly and quarterly reporting of all JHF529 rollover in and out

data for Business Operations Control report to TRP and John Hancock Freedom

529 Senior Management.

Awarded Silver Quality Awards for processing excellence in 2 nd and 4th

Quarters in 2009.

Verizon Business, Colorado Springs, Colorado April 2007 – April 2008

Software Systems Test Engineer- Enterp r ise Mobility Quality Assurance

Performed Uni t Testing, System Testing, Regression Testing, and Functionality

Testing of client and web based applications.

Researched, Created, Closed, and Tracked Software Defects using Mercury

Quali ty Center 9.0 th roughout the software development life cycle.

Researched, Created, Proposed, and confirm Design Documents with

M anagement Team and Software Developers to update documentation in Clear

Case.

Researched and Created Mul tiple detailed Test Case Analysis for various

software components for Enterprise Mobility team members to include: Sr.

P roject Manager, Project Managers, Senior Developers, and Quality Assurance

Team Leads.

Ut ilized Quick Test Pro to automate Enterprise Mobility test suite.

Intelligent Software Solutions, Colorado Springs, Colorado Nov 2005 – April 2007

Software Test Engineer

Performed Uni t Testing, System Testing, Regression Testing, and Functionality

Testing of client and web based applications.

Researched, Created, Reported, and Track Software Defects using JIRA

t hroughout release process.

Researched, Created, Proposed, and confirmed Design Documents with

Software Developers to update Test Case Documentation Suite.

Updated DODI IS certification documentation for Government Certification.

Began t ransition for Test Suite Automation using Compuware TestPartner.

Hertz Rent-A-Car, Conroe, Texas August 2005 – Nov 2005

Assistant Retail Sales Manager

Rented and Returned automobiles for customers.

Managed and maintained on-hand f leet of vehicles for Hertz Local Edition in

Conroe .

Managed retail office location and meet customer service needs.

Sold additional services as needed to customers.

Researched local businesses to improve long-term relationships with local auto

i ndustry professionals.

Integrity of Texas, Houston, Texas April 2005 – July 2005

Outside Sales R epresentative

Executed and closed sales calls.

Presented value-added products and services to qualified customers .

Researched and responded to customer’s needs and meet their requests.

Sold in incremental equipment and service options as needed.

P roNet Analysis Incorporated, Houston, Texas February 2004 – March 2005

Sales & Ma rketing Representative

Acquired and interacted with senior enterprise network managers in order to

generate sales leads for high-end computer network diagnostic test equipment

and security software.

Generated 25% of the company’s gross sales for 2004-2005.

Researched and qualified sales leads from Southeast Texas Fortune 100s, 500s,

and 1000s and secured initial appointments.

Researched and Presented sales for product t raining, development, and follow

u p for all initial appointments.

Researched, Prepared and distributed internet marketing material to include

w hite papers, webinar invitations, and t rade show information for new products

and services to client base and sales leads.

Communicated and followed up with sales leads to organization.

Researched and maintained ACT client sales database to provide

monthly/quarterly sales data for company officers.

United Parcel Service, Houston, Texas April 1998 – December 2003

T raining/Retention Supervisor August 2000 – December 2003

Researched, Analyzed, controlled, and reported tu rnover rate by developing and

i mplementing a new system to t rack monthly tu rnover rate, while incorporating

employee incentive programs, and offering continued t raining and a 30 day

follow-up session for new associates.

U tilized HRIS reporting system to t rack tu rnover percentages.

Developed Access Database testing program for package sorters and loaders.

Decreased tu rnover rate by 20%.

Contributed to the largest gain sharing bonus rewarded in regional history.

In terviewed applicants and processed new associates according to all applicable

S tate, Federal laws in accordance with UPS human resource policy.

Area Supervisor A pril 2000 – July 2000

Supervised and motivated an area of 30+ part-time employees in order to meet

p roduction goals.

Consistently exceeded monthly production goals for every area assigned.

Unloader, Sorter April 1998 – April 2000

ED UCAT IO N

University of Houston Downtown, Houston, Texas May 2004

BBA – Ma rketing

Colorado Technical University, Colorado Springs, Colorado

C++

M I L I TARY

United States Navy, Atsugi, J apan June 1994 - June 1997

Aviation Elect rician Ai rman

Awarded Navy “E” r ibbon.

Designated Plane Captain onboard USS Independence (CV-62).

Designated Aviation Electrician Troubleshooter in September, 1996.

Responsible for servicing, inspecting, and launch and recovery of five E-2C

a ircraft.

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