Customer Service Sales

Jonathon Henderson

Layton, Utah ***** ( ******************@*****.*** 801-***-****

Qualifications Summary

Highly personable Financial Sales Professional and Customer Service expert

with experience in training, sales, and quality and operations processing

within the financial services industry.

o Talent for identifying customer needs and presenting suitable

investments or services.

o Demonstrated ability to gain customer trust and provide exceptional

service.

o Expertise in resolving customer issues timely with appropriate

solutions.

o Successful at turning prospects into clients while meeting with them

face to face.

o Proficient with numerous operating systems and software.

o Experience in owning and operating a small business.

Professional Experience

Edward Jones - Kaysville, UT

(2009 - 2010)

Financial Advisor (2009 - 2010)

Provided sound financial advice to help individuals achieve their financial

goals. Prospected and acquired clients by providing industry leading

financial products and customer service.

. Successfully completed training requirements from the industry's top

training program

. Demonstrated ability to uncover outside assets and transfer them to

Edward Jones

. Assisted clients in reaching their financial goals

. Successfully turned prospects into clients by establishing trust

through relationship building

. Successfully built a strong book of business in a short period of time

. Executed client trades and orders with 100% accuracy

Fidelity Investments - Salt Lake City, UT

(2008 - 2009)

Annuity Client Management Specialist (2008 - 2009)

Responsible for providing world class service as well as generate and

uncover sales leads and opportunities while assisting with customer

retention and satisfaction.

. Excelled at assisting clients with investment allocation guidance and

retirement planning.

. Received recognition for providing outstanding customer service.

. Maintained 100% trading accuracy in client accounts.

. Continuously met and exceeded required metrics for success.

. Successfully managed all aspects of the relationship with the client

Fidelity Investments - Salt Lake City, UT

(2006 - 2008)

Senior Operations Specialist (2006 - 2008)

Processed retirement distributions in a fast paced operations center for

some of the country's largest hospitals and universities. Held leadership

responsibility for accurately and proficiently processing senior level

transactions as well as being a knowledge resource and expert for the

entire department.

. Accurately processed participant and plan level contributions for 403

(b) clients.

. Interpreted and applied corporate policy and Federal/State regulations

to participant updates.

. Selected to train and mentor new operations specialists.

. Participated in implementing new procedures, resulting in streamlined

operations.

. Maintained 100% processing accuracy on thousands of difficult

transactions for seven months straight.

. Exceeded productivity and accuracy requirement.

. Received recognition as project leader on several special assignments.

. Successfully maintained several sensitive relationships with high

profile clients

All Star Vinyl & Repair - Clearfield, UT

(2008 - 2010)

Owner (2008 - 2010)

Installed and repaired vinyl fence, railing, and gates for numerous

residential and commercial properties throughout Davis and Weber counties.

. Successfully managed all aspects of the business. (Financial,

Marketing, Sales, Service, etc.)

. Genial customer service point of contact for sales and quotes.

. Responsible for customer satisfaction during and after service.

Greg Krueger Lincoln Mercury - Salt Lake City, UT

(2004 - 2005)

Sales Representative (2004 - 2005)

Generated sales and customer loyalty.

. Sold high end automobiles to very particular clientele (i.e. Jon

Huntsman)

. Responsibilities expanded to include handling internet leads after two

months.

. Sales Representative and vehicle specialist.

LICENSES AND TRAINING

FINRA Series 7, 63, and 66 Senior Teamwork Seminar

Licenses

Life Insurance License Presentations Skills Training

Know Your Customer Training

Education

B.S. TECHNICAL SALES 2007 ( Weber State University Ogden, UT

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