Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Morton

Manchester

Summary

Experienced manager and trainer skillful in monitoring and managing daily business operations with focus on continuous improvement.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sales Consultant

John Roberts Toyota
07.2023 - Current

Licensed Insurance Broker

Symmetry Financial Group
10.2022 - 07.2023
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.

Business Manager

John Roberts Toyota
01.2020 - 10.2022
  • Communicated with customers and vendors positively with particular attention to problem resolution.
  • Oversaw office operations for organization by processing vital documentation. Also individuals with teamwork, Strategic Ideas, and Compliance
  • Implemented automation strategies for office operations, correspondence management, and schedule coordination with Third Party Processors.
  • Created, managed and executed business plan and communicated company vision and objectives to individuals with the goal of implementing and completing our mission.

Sales Consultant

John Roberts Toyota
01.2019 - 01.2020
  • Used consultative sales approach to understand customer needs and wants.
  • Responded to telephone, e-mail and in-person requests for information.
  • Followed up with existing customers to provide additional support, cold calls, and address concerns.
  • Provided sales and customer service assistance to walk-in traffic

Freight Distribution Trainer

Walmart Distribution Center
01.2017 - 01.2019
  • Demonstrated how to work everyday equipment and safety compliance
  • Trained individuals on how to work general tools and safety equipment. Trained new hires how to distribute freight and fill orders for stores.
  • Aided new hires in gaining certifications on safety and compliance

Education

Automotive Compliance Certification Business Management Certification -

Bachelor of Operations Management - Supply Chain Logistics

Southern New Hampshire University
Hooksett, NH
12-2025

Associate of Science - General Studies

Motlow State Community College
Tullahoma, TN
2017

High School Diploma - undefined

Coffee County Central High School
Manchester, TN
2015

Skills

  • Administrative Management
  • Regulatory Compliance
  • Business Leadership
  • Lead Generation
  • Policy Implementation
  • Financial Statement Review
  • Verbal and Written Communication
  • Accountability
  • Knowledge of Profitability

Certification

  • Licensed Business Manager - 3 Years
  • Certified Sales Professional, John Roberts Toyota - 4 Years

Timeline

Sales Consultant

John Roberts Toyota
07.2023 - Current

Licensed Insurance Broker

Symmetry Financial Group
10.2022 - 07.2023

Business Manager

John Roberts Toyota
01.2020 - 10.2022

Sales Consultant

John Roberts Toyota
01.2019 - 01.2020

Freight Distribution Trainer

Walmart Distribution Center
01.2017 - 01.2019

Associate of Science - General Studies

Motlow State Community College

High School Diploma - undefined

Coffee County Central High School

Automotive Compliance Certification Business Management Certification -

Bachelor of Operations Management - Supply Chain Logistics

Southern New Hampshire University

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Jacob Morton