Financial Advisor Services

Jarod Potasnik

(c) 313-***-**** ad5uw4@r.postjobfree.com 6652 Norwood, Allen Park, MI 48101

SUMMARY

I am a confident, organized and hard-working employee, who has the ability to accomplish any task. I am an intelligent worker who will find a way no matter the circumstance, when given a job to complete. I have excellent communications skills with either fellow employees and or customers and believe in building relationships. I am confident that I can be the perfect employee and can outwork anyone.

EXPERIENCE:

FINANCIAL ADVISOR:

NORTHWESTERN MUTUAL

Life Accident & Health certification

Investment certifications

I delivered financial independence to my clients.

I simply asked the best questions and provided the best solutions.

We are planners on a mission to deliver financial independence and peace of mind with the humility and ferocious resolve.

FARM BUREAU INSURANCE (INTERNSHIP)

Organized and managed potential clients around Michigan using “Mojo Dialer”.

Calling potential clients, communicating with hopes of building strong to get prospects interested in a quote from our company in hopes of them using our insurance.

Involved in training, outside office business ventures and meetings in other offices, golf courses and lunches to learn how business meetings are conducted and handled.

Learned to use outside resources to create other business meetings for potential clients and connections.

Sat in on meetings with leading insurance agents and worked in a team environment.

F&PA FINANCIAL, LIVONIA MI. (FINANCIAL SERVICES ASSISTANT INTERNSHIP)

Summer Internship with goals of learning the day-to-day workload of financial owner.

Sorted and organized files, spreadsheets and reports of different clients.

Delivered clerical support by handling a range of routines and special requirements

Studied the market and the different quidded groupings of the owner’s planned system for each specific customer.

Sat in on meetings with Clients and started building relationships.

EDUCATION AND TRAINING

Michigan State University

-BA in Economics with a minor in Leadership and Organization

Indiana Tech University

-Finance/business while playing Collegiate hockey

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