JASON HALLETT
West Melbourne,FL
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice. MDRT (Million Dollar Round Table) since 2016.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
Melbourne, FL
08.2020 - Current
- Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
- Developed financial plans and strategies tailored to clients' individual needs.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Facilitated client meetings with comprehensive investment strategy planning.
- Responded promptly to customer inquiries regarding their accounts, or other services offered by Prudential or affiliate companies.
- Recommended strategies to clients to help achieve financial goals.
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
Staff Manager/Registered Representative
Western & Southern Life
Melbourne, FL
05.2014 - 08.2020
- Earned FL 215 License (Life, Health& Variable Annuity)
- Earned FINRA-Series 6 Registered Representative
- Received special recognition for leading in premiums and policies submitted
- Promoted to Staff Manager in May 2016
- Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales.
Supervisor/Direct Care Specialist
Devereux
Melbourne, FL
04.2013 - 04.2014
- Documented legal behavioral charts and reports.
- Supervised one-on-one to special needs teenagers
- Directed and supervised team of 15 employees in daily operations.
- Encouraged socialization through recreational activities such as group outings and community events.
- Reported concerns to nurse supervisor to promote optimal care.
Business Owner
Self
Lake Wales, Melbourne, Orlando, Lakeland, FL
04.2002 - 12.2012
- Company Overview: Authorized Verizon Wireless Agent
- Negotiated many leases with various property groups
- Ordered and maintained inventory
- Set up Merchant Services Accounts and designed visual merchandising displays for kiosks
- Wrote business plans, established corporations, and obtained business licenses and state sales tax accounts
- Recruited, trained, and supervised 8-10 employees at the various malls
Licensed Health and Life Insurance Agent
Met Life
Viera, FL
05.1998 - 03.2000
- Met and consistently surpassed sales quota for the branch office
- Built a strong client base
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Reviewed existing contracts to make sure they are compliant with state regulations.
Sales Associate/Driver
FootAction, USA/Pizza Hut, Inc.
Melbourne, FL
08.1992
- Worked part time while attending college
- Received an award for accident-free driving
Education
Bachelor of Arts - Business Major
University of Central Florida
Orlando, FL01.1998
Skills
- Sales experience
- Staff training
- Time management
- Employee/customer issues
- Business administration
- Sales principles
- Event management
- Social networking design
- Customer targeting
- Strategic event planning
- Communication skills
- Sales performance
- Investment analysis
- Financial planning
- Client relationship management
- Insurance product evaluation
- Sales strategy development
- Team leadership
Certification
- Series 6
- 215
Timeline
Financial Advisor
Prudential Financial
08.2020 - Current
Staff Manager/Registered Representative
Western & Southern Life
05.2014 - 08.2020
Supervisor/Direct Care Specialist
Devereux
04.2013 - 04.2014
Business Owner
Self
04.2002 - 12.2012
Licensed Health and Life Insurance Agent
Met Life
05.1998 - 03.2000
Sales Associate/Driver
FootAction, USA/Pizza Hut, Inc.
08.1992
Bachelor of Arts - Business Major
University of Central Florida
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