Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jack Connors

Phoenix,AZ

Summary

Experience as a dynamic Financial Consultant Creating and solidifying long term relationships in both the financial and tech industry. A former college athlete with a passion for a team oriented culture assisting each other in accomplishing one common goal.

Overview

9
9
years of professional experience

Work History

Inside Sales Representative

Avnet
11.2021 - Current
  • Deliver Solutions & find new opportunities for a positive customer experience.
  • Promptly and accurately respond to prospective or existing customer information requests.
  • Work in a team environment, proactively coordinating sales efforts and strategies with internal resources.
  • Effectively communicate with customers regarding current product information and provide accurate and detailed pricing, quotes, and input on products and final solutions.
  • Have met or exceeded sales target and quotas since being with Avnet.

Financial Consultant

ICMA-RC
05.2017 - 11.2021
  • Organized and conducted a broad series of educational webinars designed to enhance participant knowledge and understandings of the basic principles of investments and savings.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Provided updates and presented new primary business objectives to all Sales personnel and Sales management on a semi-annual basis during regional sales meetings.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Retirement Plan Specialist

ICMA-RC
03.2015 - 05.2017


  • Researched and evaluated potential investment products for clients.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Served clients in the small plan market by providing personalized pre-retirement counseling, guidance, and assistance in selecting the most appropriate distribution options tailored to their individual needs.
  • First DMU representative to qualify for "Leader's Circle" in 2016.

Education

Bachelor of Science - Communications

Arizona State University
Tempe, AZ
05.2016

Skills

  • Territory Management
  • New Business Development
  • Goals and Performance
  • Relationship Development
  • Sales Expertise
  • Lead Generation
  • Product Knowledge
  • Customer Relationship Management

Accomplishments

    - Former NCAA Full Ride Scholarship Athlete

    - FINRA Series 6, 63, & 65 (Prepared to pass Series 7 Exam)

    - Leaders Circle qualifier in 2 of the 3 years I was eligible

Timeline

Inside Sales Representative

Avnet
11.2021 - Current

Financial Consultant

ICMA-RC
05.2017 - 11.2021

Retirement Plan Specialist

ICMA-RC
03.2015 - 05.2017

Bachelor of Science - Communications

Arizona State University

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Jack Connors