Jake Mackey

• Started Licensing through Fidelity
• Currently hold my Utah Life Insurance License
• Currently hold FINRA Security Industry Essentials License
• Thoroughly studied and gained sound understanding of FINRA Series 7 material

• Developed personal and team skills that led to client relationship success, and business growth
• Constant collaboration across channels building strong relationships with partners to promote growth of business and client satisfaction
• Exceeded expectations of job roles and responsibilities through constant focus on clients, both individually and through teams I led
• Passionately lead a culture of caring through having meaningful conversations to promote loyalty and growth with all clients
• Effectively coached team members how to learn, understand, apply, and improve with customer interactions
• Enthusiastically taught large teams how to develop and retain relationships with lifelong clients
• Mastered goal setting, prioritizing, decisions, and action implementation through utilizing data and strategic application
• Excelled at positively motivating, directing, leading, and coaching team to exceed performance objectives, as well as succeed individual career pathways
• Mastered interpersonal skills, especially clear and effective communication skills that influence and unify individuals and teams
• Efficiently multi-tasked in leadership positions while exceeding role objectives and metrics
• Led multiple teams in compliance; perfected knowledge around risk and regulatory policies - taught daily regarding implementation and support of these policies

• Exceeded expectations of both customers and company expectations by driving personal and team goals daily
• Reached high understanding of tools, products, and technology that benefited all clients individually
• Performed efficiently while building strong and lasting customer relationships
• Heavily influenced business growth by developing customer trust, relationships, and having deeper conversations with each customer
• Recognized companywide for Customer Experience through Quarterly and Annual Recognition; specifically based upon an interaction with a high-value client and their feedback
• Consistently led team and exceeded expectations in gaining client trust and in-depth knowledge of clients' financial needs and priorities

• Door-to-door Sales Experience; requires exceptional communication and sales skills
• Utilized clear and concise communication to benefit clients
• Developed strong relationships with customers to retain sales and relationships
• Led a large team by demonstrating and coaching sales and interpersonal skills enveloped around positive influence
• Grew team and company presence by exceeding sales and growth metrics, focused on the success of clients