BRENT JACKSON
LYNDHURST,NJ
Summary
Driven Financial Advisor able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies that drive business growth. Over ten year track record working with financial products.
Overview
19
19
years of professional experience
Work History
Financial Consultant
Fidelity Investments
09.2021 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Discussed financial options with clients and provided informed suggestions
- Analyzed financial data to identify trends and inform strategic recommendations.
- Developed comprehensive financial plans tailored to individual client needs and goals.
- Utilized financial modeling tools to project future performance and optimize portfolios.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Consultant
Mass Mutual
01.2019 - 07.2021
- Provided information on accounts, insurance plans and diverse funds.
- Marketed business to increase customer base and grow revenue.
- Utilized diverse wealth management strategies to meet client objectives.
- Cultivated and strengthened relationships with new and existing clients.
- Created business plan and identified target customers.
- Worked with clients to assess and meet short- and long-term financial goal.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Financial Advisor
AXA Advisors
11.2018 - 01.2019
- Utilized diverse wealth management strategies to meet client objectives.
- Created business plan and identified target customers.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped clients plan for and fund retirements using mutual funds and other options.
- Worked with clients to assess and meet short- and long-term financial goal.
- Assessed clients' financial situations to develop strategic financial planning solutions.
Branch Manager
OneMain Financial Inc.
10.2006 - 05.2018
- Assessed employee performance and developed improvement plans.
- Motivated staff to exceed quotas on a regular basis.
- Boosted branch sales by developing and deepening customer loyalty.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
- Recommended loan approvals and denials based on customer loan application reviews.
- Met deadlines by proactively managing individual and team tasks.
Education
Bachelor of Science - Business Administration
University of Arizona
Tucson, AZ05-2028
Associate of Applied Science - Business Management
San Jacinto College District
Pasadena, TX2007
Skills
- Retirement needs
- Insurance decisions
- Financial services
- Relationship building and management
- Stock market understanding
- Wealth management
- Financial planning
- Sales
- Customer service
Additional Information
Licensing
Life& Health
Series 7 & 63,65
Timeline
Financial Consultant
Fidelity Investments
09.2021 - Current
Financial Consultant
Mass Mutual
01.2019 - 07.2021
Financial Advisor
AXA Advisors
11.2018 - 01.2019
Branch Manager
OneMain Financial Inc.
10.2006 - 05.2018
Bachelor of Science - Business Administration
University of Arizona
Associate of Applied Science - Business Management
San Jacinto College District
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