Jack Ohle
Miami
Summary
Sales professional with over 2 years of experience in high volume B2C sales, demonstrating a strong ability to leverage market knowledge and data analysis to close investment deals in precious metals. Adept at building trust-based client relationships and consistently exceeding sales targets by aligning strategies with client goals. Skilled in financial markets, CRM management, and social media strategy, with a focus on delivering results and nurturing long-term partnerships.
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
5
5
years of professional experience
Work History
Junior Broker
Cedar Gold Group
02.2024 - Current
- Worked alongside senior closers to assist in closing Gold and Silver IRA deals.
- Closed numerous smaller deals independently, aligning client goals with inflation-hedging strategies.
- Made 500–700 outbound dials daily, surpassing performance goals.
- Leveraged financial market knowledge (USD trends, inflation, precious metals) to educate clients and refine pitches.
- Conducted ongoing market research, managed CRM pipelines, and nurtured long-term client relationships.
Sales Representative
Lakeview Insurance (Homeowners Division)
05.2024 - 09.2024
- Pre-qualified homeowners insurance leads, nurtured prospects, and improved conversion rates through data analysis.
- Handled high-volume outbound and warm lead calls with effective follow-up and pipeline management.
Marketing & Social Media Coordinator
The Jam Factory
06.2020 - 04.2024
- Developed and executed marketing strategies to promote artists and events.
- Managed social media platforms with targeted content.
- Collaborated with venues, sponsors, and artists on campaigns.
- Conducted market research for brand growth.
Marketing Intern
Prime Social Group
05.2020 - 08.2020
- Analyzed influencer engagement data and supported campaigns for Breakaway Music Festival.
- Created content across LinkedIn, Facebook, and Twitter.
- Assisted with promotional and research activities to increase event visibility.
Education
Bachelor of Science - Music Business, Minor in Marketing
Middle Tennessee State University
05.2022
Skills
- B2C Sales
- Lead Qualification
- Cold Calling
- IRA Investment
- Precious Metals
- Financial Market
- CRM
- Social Media Strategy
- Content Creation
- Market Research
- Upselling strategies
- Sales presentations
- Cold calling
- Portfolio management
- Performance tracking
Timeline
Sales Representative
Lakeview Insurance (Homeowners Division)
05.2024 - 09.2024
Junior Broker
Cedar Gold Group
02.2024 - Current
Marketing & Social Media Coordinator
The Jam Factory
06.2020 - 04.2024
Marketing Intern
Prime Social Group
05.2020 - 08.2020
Bachelor of Science - Music Business, Minor in Marketing
Middle Tennessee State University
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