Jared Kichiro
Bountiful,UT
Summary
Highly motivated and results-driven financial professional with over 4 years of experience providing comprehensive financial planning, investment advisory, and portfolio management services to affluent individuals and families. Demonstrated expertise in asset allocation, risk management, and retirement planning. Skilled at developing personalized financial strategies tailored to clients’ unique goals, needs, and risk profiles, while maintaining strong relationships built on trust and transparency.
Overview
13
13
years of professional experience
Work History
Workplace Planning Consultant, Tier 1-3
Fidelity Investments
07.2020 - Current
- Connect with clients to build rapport and effective relationships through calling and engaging in warm leads through inbound calls and outbound appointments.
- Guide 401(k) participants through all available options while introducing them to new services.
- Set up targeted appointments while identifying opportunities to address client needs related to products and services.
- Through retirement consultations was able to identify outside assets and pitch services to bring new business.
- Operated as part of a goal-oriented and highly motivated team .
- Licensed Series 7 and Series 66
Senior Associate
Revolution Financial Management
01.2018 - 07.2020
- Closed life insurance based investments and life insurance
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques based on individual needs.
- Sought out new clients and developed client relationships through networking, direct referrals, and lead databases
- Certified Trainer- Trained agents on the skills of building rapport with clients, identifying client needs, educating on financial concepts, and closing business
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Appointed with Nationwide, Transamerica, AIG, Prudential, Pacific Life, and Everest
- Life Insurance Licensed in the state of UT and CA
Customer Loyalty Team Agent
Golden Customer Care
10.2019 - 06.2020
- Consultant in outbound sales to help identify and fulfill the customer’s needs and goals
- Developed new business and managed new and existing clients.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
Customer Service Agent
Netflix/ 24 Hour In-Touch
01.2016 - 09.2019
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
- Addressed customer account discrepancies and concerns.
Sales Representative, Customer Service Agent
Commercial Contact Channels
01.2012 - 01.2016
- Billing and Enrollment Specialist
- Understood and thoroughly explained services provided to customers and potential customers.
Education
University of Utah
01.2014
Weber State University
01-2015
Brigham Young University Pathways
01-2022
Skills
- Licensed in Series 7 and Series 66
- Budget planning
- Investment analysis
- Knowledge of Financial Concepts and Services
- Excel in Interpersonal Communications
- Extensive knowledge and experience in sales and consultative relationship success
- Accountability and goal-oriented mindset
- Leadership and training experience
- Comfortable with technology and navigating multiple systems simultaneously
Timeline
Workplace Planning Consultant, Tier 1-3
Fidelity Investments
07.2020 - Current
Customer Loyalty Team Agent
Golden Customer Care
10.2019 - 06.2020
Senior Associate
Revolution Financial Management
01.2018 - 07.2020
Customer Service Agent
Netflix/ 24 Hour In-Touch
01.2016 - 09.2019
Sales Representative, Customer Service Agent
Commercial Contact Channels
01.2012 - 01.2016
University of Utah
Weber State University
Brigham Young University Pathways