Jakob R. Sweeney
Fresno
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
20
20
years of professional experience
5
5
Certifications
Work History
Senior Retirement Specialist
Nationwide
06.2023 - Current
- Enhanced client satisfaction by providing personalized retirement planning solutions and guidance.
- Assisted clients in navigating complex pension regulations, helping them make informed decisions about their options.
- Collaborated with internal teams to develop new tools and resources for improved client support in retirement planning.
- Increased client base by conducting informative seminars and workshops on retirement planning strategies.
- Developed customized financial plans for clients, addressing their specific needs and goals for a comfortable retirement.
Financial Advisor
Merrill Lynch
06.2022 - 06.2023
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
Financial Consultant
LPL Financial
05.2019 - 06.2022
- Provide high quality investment guidance to clients based on their needs, goals, and lifestyle
- Present financial planning seminars to existing and prospective clients
- Highly productive in new client prospecting through networking and referrals
- Earned awards for excellent sales performance, including National Leaders and Million Dollar Round Table Qualifier.
Life and Health Agent
CCIS Insurance
01.2019 - 06.2022
- Developed sources for ongoing client referrals within the community and with business using life and group health insurance products
- Approach potential clients using direct marketing strategies such as mailings, phone contacts and cold calls, which resulted in a 20% increase in sales
- Assessed exiting coverage and aligned new products and service with long-term goals to determine financial needs.
- Negotiated with insurance carriers on behalf of clients, securing optimal plan benefits at competitive rates.
Financial Professional
AXA Advisors
09.2010 - 01.2019
- Sole contributor in client retention of client base of over 300 clients and 15M in assets
- Conduct annual client account reviews and run retirement projections
- Developed extensive knowledge educating client about retirement plans including IRAs, 401(k)s, & 403(b)s
- Proven track record of consistently exceeding performance expectations.
Education
Business Management -
01.2002
Skills
- Engaging Public Speaking
- Client Relationship Building
- Retirement Withdrawal Strategies
- Stock market understanding
- Insurance decisions
- Mutual funds
- Portfolio diversification
- Pipeline Management
- Retirement needs
- Investment planning
- Financial Advising
- Loan Application Management
- Remote Video Conferencing
- Strategy Planning
- Lender Collaboration
- Loans
- Banking
- New Client Acquisition
Certification
- Series 7 - General Securities Representative Examination
- Series 63 - Uniform Securities Agent State Law Examination
- Series 65 - Uniform Investment Adviser Law Examination
- SIE - Securities Industry Essentials Examination
- Life & Health Insurance Licensed
Timeline
Senior Retirement Specialist - Nationwide
06.2023 - Current
Financial Advisor - Merrill Lynch
06.2022 - 06.2023
Financial Consultant - LPL Financial
05.2019 - 06.2022
Life and Health Agent - CCIS Insurance
01.2019 - 06.2022
Financial Professional - AXA Advisors
09.2010 - 01.2019
City College - Business Management,