Jackson J. Smith
Huntington,IN
Summary
Hungry and ambitious college senior looking for a position in the financial services industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
College Financial Representative
Northwestern Mutual
05.2022 - 03.2023
- Learned about the art of selling, planning, and coming up with good solutions for clients
- Led all NM Indiana offices in total college financial rep meetings for May and June 2022
- Written six lives to date along with investment accounts for clients
- Attended annual meetings in Milwaukee as well as various Indiana offices
- Created plans, illustrations and graphs using planning software
On-Call Branch Office Administrator
Edward Jones Investments
06.2021 - 08.2021
- Researched stock reports on Morningstar
- Managed front desk and paid branch bills
- Learned EJ system and how to post meetings/update client files
- Did continuing education to learn how to manage practice
Summer Intern
American Specialty Insurance & Risk Services, Inc
06.2018 - 08.2021
Team Member/Intern
Sell It On, LLC
04.2019 - 12.2019
- Listed products on Rakuten and eBay and marked down SKUs on spreadsheets
- Learned about the components of entrepreneurship and small business administration
- Took inventory of products on hand and made notes of errors in listings
- Packaged inventory to ship out to Amazon and made deliveries to UPS
- Learned about QuickBooks and small business accounting
- Took apart various automotive and appliance parts for listing
- Did spontaneous tasks (cleaning, making phone calls, moving in new product)
Education
B.S - Finance and Business Management
Taylor University
Skills
- Intermediate Accounting Knowledge (Balance Sheets, General Ledger, Journal Entries)
- Conversational Spanish
- Knowledge of Python and Basic HTML
- Financial Ratio Analysis with Bloomberg
- Financial Analyst at Taylor for Investing in Excellence
- Excel/Microsoft Office
- Knowledge of Federal Taxation
- Financial and Insurance Planning
- Portfolio Analysis and Client Services
Certification
First Degree Black Belt in Tae-Kwon Do
Student Pilot (FAA)
Securities Industry Essentials (SIE)
Series 63
Health and Life Insurance License
Languages
Spanish
Limited Working
Timeline
College Financial Representative
Northwestern Mutual
05.2022 - 03.2023
On-Call Branch Office Administrator
Edward Jones Investments
06.2021 - 08.2021
Team Member/Intern
Sell It On, LLC
04.2019 - 12.2019
Summer Intern
American Specialty Insurance & Risk Services, Inc
06.2018 - 08.2021
B.S - Finance and Business Management
Taylor University