Jacob Niesen
Poughkeepsie,NY
Summary
Articulate, Enthusiastic, Compassionate professional seeks employment in the business field. Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Service Associate
A.T Becker & Associates
Scarsdale, NY
12.2022 - Current
- Generated reports detailing the activities of each account, including trade history and portfolio performance.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
- Produced US and state income tax tax returns for individuals, tax preparer
- Computed taxes owed or overpaid for clients.
- Working along slide a CFP and CPA
Financial Sales Representative
Equitable
Stamford , CT
05.2022 - 11.2022
- Motivated high-performing sales team to increase sales cold calling prospective clients
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Monitored market conditions and identified potential investment opportunities.
- Participated in ongoing training programs to stay abreast of industry changes.
Laborer Foreman
Lehan’s Lawn & Landscaping Inc
Hyde Park, NY
06.2016 - 04.2022
- Property maintenance, customer service, advertising, sales
- Kept detailed progress records to hit strict deadlines and adjust plans.
- Trained and monitored employees to teach daily tasks and improve performance.
Education
Bachelor’s - Major in Finance, Minor in Marketing
Sacred Heart University
Fairfield, CT05.2022
Skills
- Self Motivated
- Strong Communication and Interpersonal Skills
- Strategic Negotiations
- Team Oriented
- Client Support
- Client Relations
Certification
- Life and Health Insurance License
- Securities Industry Essentials
- FINRA Series 6 License
- Working towards CFP designation
Timeline
Client Service Associate
A.T Becker & Associates
12.2022 - Current
Financial Sales Representative
Equitable
05.2022 - 11.2022
Laborer Foreman
Lehan’s Lawn & Landscaping Inc
06.2016 - 04.2022
Bachelor’s - Major in Finance, Minor in Marketing
Sacred Heart University
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