Aspiring Financial Advisor with People-first Sales Expertise

JAYSON HELMS

Scottsdale, AZ *********@*****.*** 970-***-****

Who I Am

Driven and personable professional passionate about helping people make smarter financial decisions. With years of success in sales and client management, I thrive in fast-paced environments where communication, trust, and results matter. Now seeking to bring my people-first mindset and problem-solving skills into the finance world as I work toward becoming a licensed Financial Advisor. Professional Experience

Assistant Manager — AT&T;, Phoenix, AZ Jul 2024 – Mar 2025

• Led a high-performing sales team, creating personalized service solutions that grew client satisfaction and retention.

• Balanced sales targets and service excellence, achieving consistent growth through relationship-building.

• Supported account setups and data entry, ensuring 100% accuracy and compliance with company standards.

• Known for being the go-to problem solver when things got complicated — from devices to customer accounts. Sales Representative — Camelback Toyota, Phoenix, AZ Jul 2023 – Dec 2023

• Helped clients navigate major financial decisions with confidence — from budgets to financing options.

• Used CRM software to organize leads, track follow-ups, and keep every customer interaction on point.

• Regularly hit sales targets while earning repeat business through trust and transparency. Sales Representative — Verizon/Victra, Phoenix, AZ Aug 2021 – Dec

2022

• Delivered outstanding customer experiences through genuine connection and tech-savvy guidance.

• Managed detailed client data and service plans with precision and care.

• Consistently ranked among top performers for both sales and customer satisfaction. Education

Northern Arizona University — B.A. in Communications, Minor in Fitness & Nutrition (Expected Jun 2025) Coconino Community College — A.A. in Marketing & Communications Certifications

• Securities Industry Essentials (SIE), 2025–2030

• Certified Notary Public

• Food Handler Certification

Skills & Strengths

Financial Awareness • Client Relationship Management • CRM Software (Salesforce) • Data Accuracy & Analysis • Negotiation & Communication • Sales Strategy • Leadership • Microsoft Excel • Organizational Skills • Problem-Solving • Customer Retention • Account Management

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