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Financial Representative Member Services

Location:
Dallas, TX
Salary:
50-60k
Posted:
April 24, 2022

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Resume:

Jacob A. Schmidt

**** * ****** **** **** 214-***-****

Irving, TX 75038 ***************@*****.***

SUMMARY

Goal oriented, self-starter, with strong communication and listening skills. Customer focused with keen ability for quickly developing relationships. Conscientious, dedicated, “never give up” attitude is great asset for sales related opportunities. Driven to be the best that I can be in all areas of my personal life and career.

EMPLOYMENT HISTORY

Supplier Specialist February 2018 – January 2022

Mouser Electronics Mansfield, TX

●Developed listening skills to interpret customer needs and analysis

●Prepared detailed presentations involving numbers and future goals for manufacturers

●Developed logistic, inventory and product management

●Managed 75+ suppliers at Mouser Electronics

●In less than 12 months, increased 25 suppliers sales revenue by 15-20 million dollars

●Diligently worked with 10+ different teams internally to make sure the job was completed successfully

Financial Representative January 2017 – August 2017

Modern Woodmen of America Addison, TX

●Developed listening skills to interpret customer needs and analysis

●Prepared wide range of life insurance and investment opportunities for potential customers

●Sold 15 policies in the four month period after receiving my license before deciding to finish college degree

●Scored highest on General Lines Insurance Exam among all agents at Modern Woodmen office

●Obtained life insurance certification

Member Services September 2010 – February 2016

Gleneagles Country Club Plano, TX

●Continually worked to meet and exceed member expectations resulting in employee of the month and increased managerial responsibilities

●Given responsibility from management to train new employees on how to build great relationships

●Provided new ideas to improve work environment policies, procedures and event planning

●Given the opportunity to develop plans for several tournaments year round as a result of my creative ideas and decision-making skills

TRAINING EXPERIENCE

●Sales training and presentation skills at Modern Woodmen

oBasic Life Insurance skills

oInvestment training (Mutual funds)

●Dale Carnegie Seminar -- How to win business and engage your audience with effective storytelling

●Excel formula and pivot table training at Mouser Electronics (V-lookup, Pivot table and other basic formulas)

TECHNICAL SKILLS

Microsoft Excel Microsoft Access Adobe Photoshop PowerPoint Microsoft Office

EDUCATION

Bachelor of Science in Integrative Studies

University of North Texas, Denton, TX -- 2017

PERSONAL INTERESTS

Golf, Outdoor Activities, Travel, Family & Friends



Contact this candidate