Jarod Morken
Sioux Falls
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Growth and Development Director
Northwestern Mutual
Sioux Falls, South Dakota
09.2019 - Current
- Recruit, train and develop the next generation of Financial Advisors.
- Guide new advisor's as they grow their business
- Created customized financial plans and strategies based on client requirements.
- Employed assumptive sales techniques to efficiently close and process sales.
- Implemented asset allocation models designed to maximize returns while minimizing risks.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
Owner
Lifetime Solutions, LLC
Sioux Falls, SD
12.2017 - Current
- Managed multiple projects with competing deadlines simultaneously.
- Coordinated resources across multiple departments and teams as needed for successful completion of projects.
- Conducted regular inspections of rental properties to ensure compliance with safety regulations.
- Processed applications from potential renters to verify income, credit history, and references.
Coach
MCM, CFFL
Greater Sioux Falls Area
06.2015 - Current
- Crooks Flag Football Head Coach, 2020- Current
- McCook Central Montrose JV Coordinator, D-Line Coach 2015-2019
- K-5 Basketball Head Coach, Big Sioux Basketball 2023-2025
- Developed individualized training plans to enhance athlete performance and skill development.
- Mentored emerging coaches, fostering professional growth and best practices in coaching strategies.
- Led team meetings to strategize game plans and improve overall team cohesion and performance.
- Analyzed player statistics to refine training methodologies and optimize player engagement.
Field Artillery Officer
South Dakota Army National Guard
Sioux Falls, SD
04.2006 - Current
- Conducted training exercises to maintain proficiency in field artillery operations.
- Served as a liaison between higher command elements and subordinate units regarding operational matters.
- Planned and coordinated fire support operations in support of maneuver forces.
- Evaluated intelligence reports from higher headquarters to plan appropriate counter-fires.
- Supervised personnel in the maintenance, preparation, and firing of artillery weapons.
- Administered disciplinary actions according to regulations when necessary.
- Led reconnaissance patrols to identify enemy positions and assess potential threat levels.
- Performed inspections of personnel and equipment before commencing operations.
- Assessed risk management strategies to ensure safety of personnel and assets.
- Supervised staff in the performance of their duties.
- Planned and executed training exercises for unit members.
- Identified areas where improvements could be made within the organization.
- Developed policies and procedures to improve efficiency of operations..
President Of the Board
Calm Waters
Sioux Falls, SD
08.2022 - Current
- Led organizational strategy to enhance operational efficiency and team performance.
- Developed and implemented strategic initiatives to drive business growth and market expansion.
- Fostered collaborative partnerships with donors to align goals and resources effectively.
- Built the CW Poker run to consistently generate over $20k annually in donations
Education
Bachelor of Science - Multi-/Interdisciplinary Studies
Grantham University
Lenexa, KS08-2018
Skills
- Effective communication
- Group leadership
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Accomplishments
FastTrack Academy Graduate, Northwestern Mutual
Pacesetter first 40 and Second 60
Bronze Star
Joint Service Commendation Medal
Army Commendation Medal x2
Army Achievement Medalx3
SDJRFB Coach of the Year 2009
Army Officer Candidate School Graduate
Basic Army Officer Leadership Graduate
Army Advance leader Course Graduate
Certification
Series 7 Investment License
Series 63 License
SD Life and Health License
Army Basic Instructor Certification
Combat Life Saver Certification
Timeline
President Of the Board
Calm Waters
08.2022 - Current
Growth and Development Director
Northwestern Mutual
09.2019 - Current
Owner
Lifetime Solutions, LLC
12.2017 - Current
Coach
MCM, CFFL
06.2015 - Current
Field Artillery Officer
South Dakota Army National Guard
04.2006 - Current
Bachelor of Science - Multi-/Interdisciplinary Studies
Grantham University