Deeann Jacobs

*Helped clients save money on their merchant accounts by analyzing their current statements.

• Outbound call center specialist. My role was to help candidates with SBA funding by answering questions, qualify their business, and guide them to the prescreen. I helped manage their expectations.

• Cold called business owners/contractors to sell our lead services

• Worked with Account Executives to set up appointments and uncover new opportunities
• Focused in the Government and Education sector

• Sold supplemental insurance to retail clients

• Presented and sold directories and other memorabilia to colleges, universities, independent schools, high schools, fraternities, sorority, and associations to maximize contributions.

• Sold Home Improvement items to commercial and retail clients.

• Sold Home Improvement services to retail clients for Kitchen, Bath and Flooring
• Presented product, collected payment
• Measured footprint, provided a sketch for installers

• Obtained my P & C License

• Answered client questions about their financial plan
• Assessed members financial portfolio
• Recommended products and services for members

• Sold financial products and services at three branch locations.
• The products included mutual funds, annuities, 529 plans

• Sold financial products, life insurance to retail and business clients

• Sold financial products to retail clients.