Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Christian Jones

Georgetown,TX

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

1
1
Certification

Work History

Financial Representative Intern

Northwestern Mutual
01.2023 - 05.2023
  • Analyzed financial data and presented meaningful insights to clients.
  • Aided constructive forecasting by assisting with financial model development.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Discussed financial options with clients and provided informed suggestions.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Set up and ran over 65 prospective and informative meetings ran with clients in 5 month period.

Education

BBA - Business Administration And Management

Texas State University
San Marcos, TX
05.2023

Skills

  • Financial Management
  • Consultative Sales Techniques
  • Calculator Usage
  • Prospect Leads
  • Meeting Support
  • Client Satisfaction

Accomplishments

  • AP Honor Roll

Certification

  • Life and Health Insurance

Timeline

Financial Representative Intern

Northwestern Mutual
01.2023 - 05.2023

BBA - Business Administration And Management

Texas State University

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Christian Jones