JOHN TILTON
Bluffton,SC
Summary
Dedicated financial professional with a passion for supporting clients and enhancing their experience. Proven ability to identify and resolve client concerns by leveraging communication and problem-solving skills to ensure seamless interactions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Development Associate
Barnum Financial Group
Bluffton, SC
09.2024 - Current
- Engaged with prospective and active clients through inbound and outbound calls to deliver tailored solutions to fulfill specific needs.
- Cultivated strong client relationships by addressing questions and providing ongoing support for their financial plans.
- Prepared and presented activity reports to senior management that provide clear visibility into business development activities to optimize performance.
Financial Representative
Northwestern Mutual
Savannah, GA
05.2023 - 08.2024
- Participated in financial planning meetings, taking detailed notes, and following up with clients to address any additional questions or concerns.
- Conducted insurance reviews to inform clients of relevant products and ensure proper coverage.
- Managed initial client fact-finding process, efficiently qualifying prospects to provide timely and accurate information to senior partners.
Pool and Fitness Attendant
Palmetto Bluff Resort
Bluffton, SC
01.2019 - 01.2020
- Provided prompt and friendly service, contributing to the overall guest satisfaction and positive reviews of Palmetto Bluff’s amenities.
- Collaborated with resort staff to organize and execute poolside events, ensuring a seamless experience for guests.
- Trained new staff members on pool operations and guest service standards, fostering a supportive and efficient work environment.
Education
Bachelors of Science - Financial Management
Clemson University
Clemson, SC05.2024
Skills
- Problem-Solving
- Accountable
- Adaptable
- Collaborative
- Critical thinking
- Strong communication skills
Certification
- Life, Accident and Health License
- Security Industry Essentials License (SIE)
- Bloomberg Market Concepts Certificate
References
Richard Geriner
Managing Director, Northwestern Mutual
(912) 663-7968
Ted Coleman
General Manager, Ford Field & River Club
(843) 816-2511
Joe LoPresti
Vice President, Barnum Financial Group
(203) 232-7374
Alan Perry
Mayor, Hilton Head
(843) 907-2695
Sarah Martin
Vice President, OZK Bank
(912) 663-7826
Timeline
Business Development Associate
Barnum Financial Group
09.2024 - Current
Financial Representative
Northwestern Mutual
05.2023 - 08.2024
Pool and Fitness Attendant
Palmetto Bluff Resort
01.2019 - 01.2020
Bachelors of Science - Financial Management
Clemson University
Similar Profiles
Justin HanrattyJustin Hanratty
Investment Business Development Executive at Barnum Financial GroupInvestment Business Development Executive at Barnum Financial Group
Lindsey McDonaldLindsey McDonald
Business Development Associate at Barnum Financial GroupBusiness Development Associate at Barnum Financial Group
Michael RochfordMichael Rochford
Financial Services Representative at Barnum Financial GroupFinancial Services Representative at Barnum Financial Group
Zachary HallmanZachary Hallman
Service Technician at Fred Anderson HondaService Technician at Fred Anderson Honda
Laura PiersLaura Piers
Dietitian at Memorial Health University Hospital Children’s Wellness ProgramDietitian at Memorial Health University Hospital Children’s Wellness Program