Jake Lester
Jupiter,FL
Summary
I am a motivated and ambitious professional, age 25, holding a degree in Business Administration, and seeking to embark on a successful career in sales. With experience gained through my internship at Northwestern Mutual, I have developed valuable skills in sales techniques, and client relations. My academic background has equipped me with a solid foundation in business principles.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor Intern
Northwestern Mutual
Palm Beach Gardens, FL
05.2024 - 08.2024
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Provided complex and custom financial plans to help clients reach their financial goals.
- Advised clients on the tax implications of their investments and purchases.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Educated clients on various types of life insurance policies available in the market.
- Customized insurance policies to meet the specific needs and financial goals of clients.
- Developed prospects from current commercial customers, referral leads or sales or trade meetings.
Golf Caddy
The Bears Club
Jupiter, Florida
01.2021 - 05.2024
- Provided accurate readings of greens to aid in putting.
- Gave advice to golfers on how to play certain holes.
- Informed golfers and visitors with course knowledge.
- Built relationships with members and guests and created welcoming and warm environment that promoted future visits.
- Kept score for players and resolved any discrepancies.
- Coordinated with other caddies and course staff for smooth play.
- Assisted golfers with decision-making strategy and course analysis.
- Managed the golf bag to ensure easy access to clubs and accessories.
- Received comments and complaints and worked to deliver solutions to achieve member and guest satisfaction.
- Informed management of any maintenance issues that arose on the course.
- Recommended suitable club selections based on individual playing abilities.
Canine Care Specialist
DogsWorld
Jupiter, Florida
03.2018 - 01.2021
- Responsible for checking dogs in and out of the resort, making sure they got the correct doses of medications, and the correct servings of food.
- Responsible for facilitating a safe playgroup with up to 25 dogs.
- Responsible for making sure all dogs got adequate and allotted playtime.
- Reported liabilities and risk management concerns to supervisor for review.
- Worked collaboratively with management team to develop strategies for improving overall operations at the doggie daycare facility.
Education
BBA - Business Administration
Palm Beach State College
Lake Worth, FL12-2024
Skills
- Portfolio management
- Insurance planning
- Tax planning
- Ethical behavior
- Microsoft Excel
- Conflict resolution
- Problem-solving
- Excellent communication
Certification
- Florida 2-15 Life, Health, Annuity Licensed
Accomplishments
- Offensive Player of the year Jupiter High School football team
Timeline
Financial Advisor Intern
Northwestern Mutual
05.2024 - 08.2024
Golf Caddy
The Bears Club
01.2021 - 05.2024
Canine Care Specialist
DogsWorld
03.2018 - 01.2021
BBA - Business Administration
Palm Beach State College
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