Top-Performing Financial Sales and AI Consultant

Jack Estes

Skilled sales agent top closer ** years experience financial asset sales at JP

Morgan and a double major from Sacramento state in finance and computer science

Elk Grove, CA 95758 +1-916-***-**** ****.*****@******.*** Willing to relocate: Anywhere

Work Experience

Prop Firm Trader

Citadel

AI Consultant advertising; financial research; deep research; ai coaching for corporate offices

Multiple Companies/Locations Elk Grove, CA

October 2022 to Present

• Regularly coached office employees on ai usage for corporate clients

• Produced financial research reports for clients using tools such as Microsoft copilot Gemini etc.

• helped corporate leaders improve employee productivity through teaching workflow skill sets for good ai usage Financial asset sales lead

JPMorganChase Elk Grove, CA

May 2016 to Present

• Consistently exceeded monthly sales targets by 45%, resulting in recognition as a top-performing sales representative

• Developed and maintained strong relationships with clients, providing personalized financial advice and solutions to meet their investment goals

• Generated new business opportunities through proactive prospecting, cold calling, and networking events

• Collaborated with cross-functional teams to create comprehensive financial plans for clients, incorporating investment strategies, retirement planning, risk management, and tax optimization

• Demonstrated expertise in various financial products including stocks, bonds, mutual funds, annuities, and insurance policies

• Conducted thorough market research to identify potential investment opportunities for clients based on their risk tolerance and financial objectives

• Provided ongoing portfolio analysis and performance reviews to ensure alignment with client's goals and make necessary adjustments as needed

• Maintained accurate records of client interactions using CRM software for effective follow-up and relationship management

• Served as a trusted advisor to high-net-worth individuals by delivering tailored wealth management solutions that aligned with their long-term financial objectives

• Cultivated a referral network of satisfied clients through exceptional service delivery resulting in an increase in new client acquisition by 240% annually

• Navigated complex regulatory requirements while ensuring compliance with industry standards such as KYC (Know Your Customer) guidelines and Anti-Money Laundering (AML) regulations

• Leveraged strong communication skills to effectively explain complex financial concepts to clients from diverse backgrounds ensuring understanding of investment options available to them

• Increased customer satisfaction scores by 40% through proactive problem-solving techniques that addressed client concerns promptly

• Participated in regular training sessions on industry trends, product knowledge updates, and sales techniques to stay up-to-date with the latest developments in the field

• Closely monitored market trends and economic indicators impacting investments; provided timely insights to clients regarding potential risks or opportunities

Warehouse robotics and layout efficiency consultant Amazon Warehouse Elk Grove, CA

February 2019 to May 2023

• Was hired to maximize efficiency of layout for pick and pull robotics systems at Amazon warehouse robotics

• Operated on an independent consultant level basis as to provide an outsider unbiased perspective

• Made sure any inefficiencies human or machine were corrected and cut from the warehouse floor and replaced with more efficient solutions

Education

Computer Science/ finance - double major (Bachelor's degree) Sacramento State

August 2016 to May 2020

Skills

Communication skills Microsoft Excel MCA Cold calling Phone sales Self motivated Additional Information

Authorized to work in the US for any employer

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