Jaidon Colbert
WEST JORDAN,Utah
Summary
Financial services professional with branch-based client service experience, prospect tracking, and independent follow-through. Brings Microsoft Excel, financial statement analysis, and data analysis skills to support payment processing, reconciliation, and well-organized account records in banking operations.
Overview
1
1
Certification
Work History
Financial Services Representative
New York Life
Sandy, UT
09.2026 - Current
- Explain insurance products, answer questions and objections, and communicate professionally with prospective clients.
- Assisted clients with account questions, transactions, and service requests in branch setting.
- Fostered strong relationships with new and existing customers, enhancing overall customer satisfaction through attentive service.
- Supported prospecting through phone outreach and networking, resulting in increased client appointments for financial services.
- Organized prospect contact details and follow-up activities to enhance efficiency of ongoing outreach efforts.
- Complete firm training on insurance products and sales processes while handling independent prospecting responsibilities.
Education
High School Diploma -
West Jordan High School
West Jordan, UT06-2025
Associate Degree - Business And Finance
Salt Lake Community College
Herriman, UT10-2026
Skills
- Insurance sales
- Financial statement analysis
- Budgeting
- Data analysis
- Microsoft Excel
- Prospect tracking
- Client communication
- Client servicing
- Client relations
- Relationship management
- Relationship building
- Attention to detail
- Independent task management
Certification
Utah Life & Health Insurance Licensing Exam Passed September 2026
RELEVANT PROJECTS
- Investment Portfolio Analysis | Personal Project, Analyze publicly traded companies using financial statements, valuation metrics, and market research., Use Microsoft Excel to track portfolio performance and assess investment risk.
- Personal Finance and Budgeting | Personal Project, Develop a personal budget and investment plan to track financial priorities and savings goals., Apply financial planning fundamentals to evaluate spending and progress toward investment objectives.
Timeline
Financial Services Representative
New York Life
09.2026 - Current
High School Diploma -
West Jordan High School
Associate Degree - Business And Finance
Salt Lake Community College