Jackson Mclain
Saint Paul,MN
Summary
Highly motivated sales professional with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased revenue, improving buying experience and elevating company profile with targeted markets. Consistently recognized for sales performance and excellence in customer service. Ability to negotiate contract terms and pricing, while keeping the company's best interest at the forefront. Proven team player with ability to positively accept coaching.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
12.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Insurance Agent
AllState
12.2022 - 12.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Intern
Twin Cities Auto Glass
05.2021 - 08.2021
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Provided exceptional customer service by promptly addressing inquiries, ensuring a high level of satisfaction among clientele.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Technician
Twin Cities Auto Glass
06.2017 - 05.2021
- Completed complex repairs quickly by leveraging strong diagnostic skills and attention to detail.
- Increased customer satisfaction with prompt and knowledgeable support for various technical issues.
- Customer-facing technical response and support.
- Key account management & dealership revenue growth
Education
Bachelor of Science - Business Management
William Penn University
Oskaloosa, IA05.2022
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Sales and Marketing
- Client Relations
- Insurance Planning
Certification
- Life and Health License - MN & FL
- Property and Casualty License - MN
Timeline
Financial Advisor
Northwestern Mutual
12.2023 - Current
Insurance Agent
AllState
12.2022 - 12.2023
Intern
Twin Cities Auto Glass
05.2021 - 08.2021
Technician
Twin Cities Auto Glass
06.2017 - 05.2021
Bachelor of Science - Business Management
William Penn University