Cody Johnson
Tulsa,OK
Summary
Analytically-minded professional with a drive to help others succeed. Organized and detail-oriented dedicated to improving efficiency, productivity, and profitability through continuous process improvement.
Overview
20
20
years of professional experience
Work History
Solutions Center Supervisor
Arvest Wealth Management
10.2023 - Current
- Increased customer satisfaction by addressing concerns promptly, resolving issues efficiently, and maintaining a professional demeanor at all times.
- Mentored junior staff members, providing guidance on best practices for efficient task completion and excellent customer service.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Solutions Center Advisor
Arvest
09.2022 - 10.2023
- Presented financial plans and investment recommendations to clients.
- Implemented exit strategies for clients to transition out of investments.
- Educated clients on potential risks and rewards associated with various investments.
- Advised clients on investments, retirement and estate planning.
- Built and maintained relationships with clients to provide ongoing support.
Insurance and Financial Services Agent
Farmers Insurance Company
08.2021 - 07.2022
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Onboarded new employees with training and new hire documentation.
- Managed and motivated employees to be productive and engaged in work.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on insurance options.
- Maximized performance by monitoring daily activities and mentoring team members.
Owner/Operator
Cody Photography
05.2006 - 09.2022
- Created and updated company digital presence to enhance marketing through professional website and optimized social media profiles.
- Managed daily operations, orchestrating forward-thinking strategies to accomplish profit and expansion goals.
- Scheduled and booked locations for photo shoots, working collaboratively with clients and contacts.
- Managed and organized photo database using consistent naming conventions and key-wording for search optimization.
- Planned and prepared for on-location and studio shoots.
Education
Associate of Applied Science - Photography
Oklahoma State University Institute of Technology - Okmulgee
Okmulgee, OK05.2006
Skills
- Client account management and relationship building
- Strategic business development and sales knowledge
- Proficient with Google Suite, Microsoft Word, PowerPoint, Blueprint, and social media platforms
- Client-facing project management
- Financial Services and Products
Timeline
Solutions Center Supervisor
Arvest Wealth Management
10.2023 - Current
Solutions Center Advisor
Arvest
09.2022 - 10.2023
Insurance and Financial Services Agent
Farmers Insurance Company
08.2021 - 07.2022
Owner/Operator
Cody Photography
05.2006 - 09.2022
Associate of Applied Science - Photography
Oklahoma State University Institute of Technology - Okmulgee
Licenses
Licenses :
Finra Series 7, 66, 24
Variable Life and Variable Annuity Finra Series 6, 63
Accident & Health or Sickness
Casualty
Life
Property