Jason Quinn
Whitehouse
Overview
14
14
years of professional experience
1
1
Certification
Work History
Internal Wholesaler
Delaware Life
Zionsville
05.2024 - 07.2025
- Collaborated with sales teams to create effective marketing strategies and materials.
- Coordinated training sessions for new team members on product knowledge and sales techniques.
- Managed communication between internal departments to ensure smooth operations and service delivery.
- Utilized a variety of software tools including CRM systems for tracking customer interactions.
- Developed strategic plans to increase market share within assigned territories.
- Maintained relationships with financial advisors and internal wholesalers to identify opportunities for product sales.
- Monitored competitor activities and tracked competitive trends in the marketplace.
Inbound Sales Representative
Delaware Life Insurance Company
01.2022 - 05.2024
- Developed strong product knowledge through ongoing research and self-directed learning initiatives.
- Identified up-selling opportunities during interactions with customers, suggesting additional products that complement their purchases.
- Listened to customer needs and recommended appropriate products or solutions.
- Collaborated with colleagues to share best practices and support each other in achieving sales goals.
- Assisted potential customers in navigating company website to find relevant information.
- Resolved customer complaints by offering alternative solutions or escalating issues to management.
- Fielded wide-ranging questions and consistently encouraged customers' interests in products.
Customer Service Coordinator
Delaware Life Insurance Company
01.2020 - 01.2022
- Ensured accurate and quality information was relayed to advisors on clients annuity contracts.
- Leveraged resources to help assist advisors and customers to meet their needs and navigate difficult situations.
- Addressed escalated customer complaints and resolved complex problems.
- Trained employees by providing performance feedback and coaching in service techniques.
Supervisor
Starbucks Coffee Company
01.2015 - 11.2020
- Managed 14 person crews achieving fastest drive-thru times in the Starbucks Corporation.
- Mediated employee on employee conflict as well as employee on customer conflict.
- Drove results in high stress/volume environments including Starbucks Leadership Conference in 2019.
- Developed weekly staffing schedules to minimize overtime, while accommodating employee needs.
- Extensive volunteer work through Starbucks including Habitat for Humanity and Relay for Life.
- Adept at analysing P&L figures to identify loss points.
- Helped implement store wide schematics to ensure consistency of store organization across the district minimizing inventory inaccuracies.
- Conducted interviews to secure talent, aiding to the success of the business.
Trainer
Starbucks Coffee Company
01.2014 - 01.2015
- Implemented work routines and standards through training employees.
- Ensured company values were instilled into new employees.
- Created connections to help newcomers feel a sense of comfort and self confidence.
Barista
Starbucks Coffee Company
01.2012 - 01.2014
- Offered a customer experience that aligned with the values and mission statement of the company.
Education
Bachelors - Organizational leadership, Sustainability
Arizona State University
08.2020
Skills
- Relationship Building
- Call handling
- Competitor Analysis
- Interpersonal Skills
- Industry Knowledge
- Conflict Resolution
- Telephone Etiquette
- Self-Motivation
Certification
- FINRA SIE
- FINRA Series 6
Timeline
Internal Wholesaler
Delaware Life
05.2024 - 07.2025
Inbound Sales Representative
Delaware Life Insurance Company
01.2022 - 05.2024
Customer Service Coordinator
Delaware Life Insurance Company
01.2020 - 01.2022
Supervisor
Starbucks Coffee Company
01.2015 - 11.2020
Trainer
Starbucks Coffee Company
01.2014 - 01.2015
Barista
Starbucks Coffee Company
01.2012 - 01.2014
Bachelors - Organizational leadership, Sustainability
Arizona State University