Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Jason Madero

Jason Madero

Fair Oaks Ranch

Summary

Experienced in sales, I have a strong set of interpersonal communication, relationship management, customer service, and presentation skills. With a proven track record of success in the industry, I excel at building lasting connections with clients and providing exceptional service. My ability to effectively communicate and understand the unique needs of each customer allows me to deliver tailored solutions and exceed expectations. Committed to delivering a personalized experience, I consistently strive to enhance customer satisfaction and drive business growth.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Financial Advisor

Wealth Watch Advisors
04.2013 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • member of million dollar round table
  • 2013 rookie of the year and Agent of the year
  • 2015,2017.2020 Producer of the year
  • 2x executive council, 4x presidents council, 2x chairman's council
  • Maximized performance by monitoring daily activities and mentoring over 22 team members.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Managed and motivated 22 agents to be productive and engaged in work.
  • Identified and communicated client needs to supply chain capacity and quality teams.
  • Trained agents on product sales and enforced participation in exercises focused on developing key skills.
  • Used industry expertise, customer service skills and analytical nature to resolve client concerns and promote loyalty.

New Home Sales Representative

MIchael Sivage Homes
03.2008 - 03.2013
  • Negotiated contracts with buyers and sellers to maximize customer savings.
  • Developed new business and managed new and existing clients.
  • Conducted weekly open houses and provided feedback to sellers on potential buyers.
  • Studied property listings, interviewed prospective clients, accompanied clients to properties and discussed condition of sales.
  • Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
  • Generated leads for sales and rental properties through cold calls and referrals.
  • Prepared and presented contracts and other legal documents to clients.
  • Developed and implemented marketing strategies to maximize sales and attract new clients.

Aviation Rescue Swimmer

US Navy
03.2002 - 11.2007

I was tasked with entering treacherous conditions to assist with rescue missions, humanitarian assistance, and operational support. One day you may be evacuating families on the other side of the globe amidst a catastrophic storm, and the next day rescuing the crew of a ship off the Pacific coast or saving a mountain climber hanging from an inaccessible cliff.

My duties included:

  • Coordinating with pilots as an Aircrewman aboard helicopters
  • Saving the crew of downed aircraft, people aboard stranded or capsized vessels at sea, or hikers and mountain climbers in danger
  • Rescuing civilians during natural disasters in collaboration with other forces such as the Coast Guard
  • Delivering aid and supplies to other countries in humanitarian operations
  • Providing support to Naval Special Warfare Operations
  • Conducting surveillance in anti-submarine warfare and drug interdiction operations
  • Operate radar, Forward Looking Infrared sensors, missile systems and door guns in anti-surface operations
  • Transporting troops and cargo to and from ships

Education

Some College (No Degree) -

San Diego State University

Bachelor of Science -

University of Texas At Austin
06.2010

Skills

  • Ability to achieve immediate and long-term goals and meet operational deadlines
  • Detail-oriented
  • Promoted efficient and effective customer service environment
  • Ability to train, motivate and supervise employees Acknowledged as a team player
  • Outstanding communication, presentation and sales skills
  • Efficient in creating Comparative market analysis
  • Series 7, 65 license
  • Stock market understanding
  • Trend analysis expertise
  • Investment planning

Accomplishments

  • 2013 rookie of the year
  • 2015, 2017, 2020 Producer of the year
  • 2x executive council, 4x presidents council, 2x chairman's council

Certification

  • ChFC - Chartered Financial Consultant
  • series 6, 63, 7, 6, 65


Timeline

Financial Advisor

Wealth Watch Advisors
04.2013 - Current

New Home Sales Representative

MIchael Sivage Homes
03.2008 - 03.2013

Aviation Rescue Swimmer

US Navy
03.2002 - 11.2007

Bachelor of Science -

University of Texas At Austin

Some College (No Degree) -

San Diego State University
Jason Madero