Johnathon Carnoali
Yelm
Summary
I am a retirement planning professional demonstrating strong analytical, communication, and teamwork skills. I am eager to contribute to team success and further develop my professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retirement Specialist
Principal Financial Group
05.2021 - Current
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Educated clients on tax implications of various retirement savings vehicles, optimizing their financial strategies.
Retention Specialist
Xfinity Comcast
01.2019 - 05.2021
- Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
- Negotiated contract renewals, securing continued business partnerships with satisfied clients.
Cell Phone Sales Associate
Cellular Sales Verizon
01.2018 - 01.2019
- Achieved sales targets consistently by identifying customer needs and matching them with appropriate products.
- Maintained an up-to-date knowledge of industry trends, new products, and emerging technologies to better serve customers.
Education
No Degree - Mathematics Education
Concordia University
Seward, NESkills
- Client relationship building
- Teamwork and collaboration
- Problem-solving
- Retirement withdrawal strategies
Certification
- SIE/Series 6 License - Financial Industry Regulatory Authority (FINRA).
- New hire mentoring program
Timeline
Retirement Specialist
Principal Financial Group
05.2021 - Current
Retention Specialist
Xfinity Comcast
01.2019 - 05.2021
Cell Phone Sales Associate
Cellular Sales Verizon
01.2018 - 01.2019
No Degree - Mathematics Education
Concordia University
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