JOHN CHARLES THORNHILL (CHASE)
Mobile,AL
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Outside Sales Representative
Afs Foundation & Waterproofing Specialists
2023.10 - Current
- Built strong client rapport to establish diversified network of connections.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Contacted new and existing customers to discuss ways to meet needs through specific products and services.
- Collaborated with internal teams to fulfill orders and meet customer needs
- Contacted new and existing customers to discuss ways to meet needs through specific products and services
Registered Representative
New York Life Insurance Company
2020.10 - 2023.10
- Conducted Financial Needs Analysis and recommended appropriate solutions to meet client needs
- Delivered informational sales presentations to potential clients
- Educated clients on products, including life insurance, long-term care, disability, mutual funds, annuities, and 529 plans
- Designed and built retirement portfolios using Excel
- Received the 2021 Rookie of the Year Award.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
Education
MBA - Finance
University of Mississippi
University, MS05.2020
Skills
- Word
- Excel
- PowerPoint
- Salesforce
- Google Workspace
- Sales Cycle Management
- Microsoft Office
- CRM Software
- Time Management
- Problem Solving
- Verbal and Written Communication
- Relationship Building
- Prospecting and Cultivating
Certification
- SIE (Securities Industry Essentials) Examination
- Series 6 (Investment Company and Products/Variable Contracts Representative)
- Licensed Insurance Representative (Life, Health)
Timeline
Outside Sales Representative
Afs Foundation & Waterproofing Specialists
2023.10 - Current
Registered Representative
New York Life Insurance Company
2020.10 - 2023.10
MBA - Finance
University of Mississippi
- SIE (Securities Industry Essentials) Examination
- Series 6 (Investment Company and Products/Variable Contracts Representative)
- Licensed Insurance Representative (Life, Health)
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