Jack Wagner
Overland Park
Summary
Driven former Division 1 student-athlete and current financial services Senior Representative with a strong foundation in leadership, discipline, and client-focused relationship building. Passionate about enhancing client satisfaction through effective communication and personalized financial guidance. Recognized for fostering teamwork and leading training sessions, driving both individual and organizational success. Eager to continue developing as a professional while making a meaningful impact.
Overview
3
3
years of professional experience
Work History
Senior Representative
Synergy Financial Partners
07.2023 - Current
- Resolved issues through careful research and follow-up with customers.
- Provided detailed performance reports for management review, facilitating data-driven decision making.
- Supported team members in their daily tasks, fostering a cohesive and productive work environment.
- Strengthened client relationships through excellent communication skills and consistent followup.
- I provide personalized financial guidance to clients, helping them achieve their financial goals. I lead training sessions for new representatives, develop financial plans, and conduct market research to identify new business opportunities.
Front Office Assistant
Tarleton State School of Business
08.2022 - 04.2023
- Maintained a professional and welcoming environment for clients, contributing to an overall positive experience.
- Responded to inquiries from callers seeking information.
- Directed phone inquiries, answered customer questions, and scheduled appointments.
- Assisted students, teachers, and faculty at Tarleton State School of Business, fostering strong relationships within the school community.
- Managed front office operations, ensuring smooth daily functions and providing excellent customer service.
- Organized and maintained office supplies, schedules, and appointments to support efficient workflow.
Management Intern
The Jayhawk Club
01.2022 - 05.2022
- Assisted in upper level management tasks and focused on enhancing customer satisfaction.
- Collaborated with club members and coworkers to ensure smooth operations.
- Developed strong communication and leadership skills in a professional setting.
- Implemented time-saving techniques that improved overall workflow efficiency within the intern team.
Education
Graduate Certificate - Project Management
University of Arkansas
Fayetteville, AR05-2024
Bachelor of Science - Sport Management
University of Kansas
Lawrence, KS05-2022
Skills
- Relationship building
- Time Management
- Customer rapport
- Organization Skills
- Leadership Development
- Public Speaking
- Teamwork
- Sales and Prospecting
- Effective negotiation
- Project management
Accomplishments
- Earned scholarships on multiple Division 1 baseball teams, demonstrating elite athletic ability, adaptability, and commitment.
- Recognized by coaches and teammates as a dependable, coachable, and high-character athlete.
- Achieved 20% monthly growth through effectively helping with driving company expansion.
- Helped families and individuals better understand financial concepts, including safe money strategies, insurance protection, and retirement planning.
- Booked and conducted client meetings through network outreach, gaining real-world experience in networking and relationship-building.
- Learned to use CRM software to track client interactions, follow up effectively, and manage leads.
- Took initiative in personal development, attending trainings, team calls, and mentorship sessions regularly to grow skills and business mindset.
Timeline
Senior Representative
Synergy Financial Partners
07.2023 - Current
Front Office Assistant
Tarleton State School of Business
08.2022 - 04.2023
Management Intern
The Jayhawk Club
01.2022 - 05.2022
Graduate Certificate - Project Management
University of Arkansas
Bachelor of Science - Sport Management
University of Kansas
Similar Profiles
Tina G. HollisTina G. Hollis
Bookkeeper at Lagerquist Accounting&Advisory(Synergy Financial)Bookkeeper at Lagerquist Accounting&Advisory(Synergy Financial)
Zy'Airia MooreZy'Airia Moore
Medical Receptionist at Synergy Health PartnersMedical Receptionist at Synergy Health Partners
Amber GambleAmber Gamble
Financial Planning at Synergy FinancialFinancial Planning at Synergy Financial
Jay DugdaleJay Dugdale
Barista at TargetBarista at Target
Deborah MercerDeborah Mercer
Procedural Scheduling Nurse Coordinator at The University of Kansas Health SystemProcedural Scheduling Nurse Coordinator at The University of Kansas Health System