Jacob Williams
Reynolds,IL
Summary
Friendly professional with dedication to building long-standing relationships and developing rapport with clients. Demonstrated strengths in customer service, time management, and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with a strong background in cultivating positive relationships and exceeding goals. Reliable candidate ready to take on challenges using problem-solving and task prioritization skills to help the team succeed.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life
01.2023 - Current
- Complied with department and company policies, procedures, audit guidelines and regulations
- Assisted with resolution of complex customer questions and problems, escalating for assistance if needed
- Utilized CRM software tools to manage customer interactions and track potential leads efficiently
- Established relationships with members and sought opportunities to offer products and services.
Education
Bachelor of Science (B.S.) - Mathematics
Judson University
Skills
- Customer service
- Time management
- Sales and Marketing
- Troubleshooting
- Problem-solving
- Task prioritization
- Wealth Management
- Retirement planning
Certification
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
Community Service
- Quad City Chamber of Commerce
- Emerging Leaders with United Way
- Business Network International
- Iowa Quad Cities Rotary
- Bettendorf Business Network
- United Way: Reading to Elementary Age Children
Timeline
Financial Services Professional
New York Life
01.2023 - Current
Bachelor of Science (B.S.) - Mathematics
Judson University
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