Jason Iseminger
Springfield,MO
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. By utilizing insurance products, I was able to help my clients protect their income, investments, and wealth.
Overview
25
25
years of professional experience
Work History
Financial Services Representative
Synergy Wealth Solutions
01.2022 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Honored as Rookie of the Year in 2022 for our firm
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Mentored junior colleagues in sales techniques and product knowledge, fostering a collaborative work environment.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Account Manager
Hillyard
11.2007 - 12.2021
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Educated clients on new products or services to increase customer engagement with brand.
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
- Built relationships with customers and community to promote long term business growth.
Operations Manager
Hillyard
05.2006 - 10.2007
- Improved operational efficiency by streamlining processes and implementing cost-saving measures.
- Reduced turnaround time for project completion through effective resource allocation and team management.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Developed strong relationships with vendors, resulting in better pricing and improved service quality.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
- Championed safety protocols to maintain a secure working environment, reducing workplace accidents significantly.
- Optimized supply chain operations through strategic vendor partnerships and efficient logistics planning.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
- Facilitated smooth collaboration between departments through clear communication channels.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Developed and maintained relationships with external vendors and suppliers.
- Analyzed and reported on key performance metrics to senior management.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Trained new employees on proper protocols and customer service standards.
Customer Service Representative
Hillyard
08.1999 - 04.2006
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
Education
High School Diploma -
Hillcrest High School
Springfield, MO05.1997
Skills
- Financial Product Sales
- Sales Quota Achievement
- Life Insurance
- Risk Management
- Sales Goals
- Customer Relationship Building
- Relationship Management
- Risk Assessment
- Insurance Knowledge
- Decision Making
- Financial Security
- Risk Mitigation
Accomplishments
I was honored as the 2022 Rookie of the Year for our firm
Timeline
Financial Services Representative
Synergy Wealth Solutions
01.2022 - Current
Account Manager
Hillyard
11.2007 - 12.2021
Operations Manager
Hillyard
05.2006 - 10.2007
Customer Service Representative
Hillyard
08.1999 - 04.2006
High School Diploma -
Hillcrest High School
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