Jason Goubler
Retirement Plan Specialist
Mandevill,LA
Summary
Dedicated Retirement professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Assistant Store Manager
Verizon Wireless
Slidell, LA
01.2013 - 07.2016
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives and attain advancement.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Rotated merchandise and displays to feature new products and promotions.
- Met or surpassed business targets regularly through employee engagement and forward-thinking planning.
FSA Representative II
Whitney Bank
08.2016 - Current
- Maintains customer service culture by focusing on customer needs through more complex customer profiling
- Originates loans ranging from $2,500-Home Equity Lines of Credit
- Promotes and processes deposits, withdrawals, check cashing requests, credit card advances, money orders, travelers checks, and other forms of negotiable items
- Ensures loan agreements and supporting documentation are completed and accurate according to policy
- Support procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping
- Proactively listens for product referral opportunities and participates in sales campaigns/programs focused on customer need identification
- Functions in a mentor capacity offering guidance, instruction, and coaching to tellers enforcing policy and procedure
Revenue Cycle Rep II
Ochsner Health Care
New Orleans, La
05.2012 - 01.2013
- Responsible for point-of-service, face-to-face patient interactions related to completing the patient registration and admission process
- Ability to exercise good judgment in handling payment or billing related issues with the aptitude to solve problems effectively and efficiently
- Obtains and verifies accurate identification and demographical data for the patient’s permanent medical record and to assist in accurate reimbursement
- Customer service focused with demonstrated ability to gather and disseminate information through effective communication with diverse groups, either in person or over the phone
Assistant Store Manager
Daiquiris & Company
Slidell, LA
10.2010 - 01.2013
- Meet and exceed gross sales goals by managing employee schedules, bringing in outside performers, and maintaining a sales oriented environment with employees
- Promote specialty items at prime sales times in order to introduce new products to the market
- Create and maintain positive face-to-face relationships with customer base in order to create a friendly environment in which they feel comfortable
- Maintain cash inventory, assure we have ample change on hand, process and verify deposits
- Report any overages or shortages immediately to store manager
- Open and close store as the key holder according to strict security protocol
- Ensure that duties checklist in consistently completed
- Handle customer escalations in a professional manner in order to once again make the customer an advocate of my company
- Train new employees on company policy and procedures.
Outside Sales Consultant
Budget Blinds
Slidell, LA
01.2007 - 05.2012
- Generate sales leads by cold calling customers, canvassing target areas, attending business luncheons, and contacting previous customers to promote new products
- Set sales appointments to demonstrate and promote products to potential customer
- Write and present estimates for job orders to potential customers
- Explain, write, and execute purchase/installation contracts in a time efficient manner
- Take and process payment for execution of sales contract
- Manage time efficiently under minimal to no supervision
- Developed training schedule to train new blind installers on company installation procedures
- Meet and exceed assigned sales forecast
- Consistently lead company in sales attainment and close rate.
Inventory Specialist
Best Buy
Slidell, LA
11.2005 - 12.2007
- Ensure all received items are correctly inventoried and entered into inventory system
- Maintain a stocked sales floor in order to give customers the best sales experience possible
- Maintain merchandising model according to corporate standards
- Complete advertising refresh on schedule with new product launches or promotions
- Process outgoing shipments to customers and other corporate locations.
Education
B.S - Business Administration
Southeastern Louisiana University
High School Diploma - undefined
Slidell High School, Allied Health Academy
Skills
Relationship building and management
Certification
CRPS
Charted Retirement Plan Specialist
The Chartered Retirement Plans SpecialistSM , or CRPS® program, is a designation program for financial professionals. This program provides experienced advisors who are focused on retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Students will be able to effectively administer retirement plans for businesses and their employees.
Timeline
CRPS
07-2021
FSA Representative II
Whitney Bank
08.2016 - Current
Assistant Store Manager
Verizon Wireless
01.2013 - 07.2016
Revenue Cycle Rep II
Ochsner Health Care
05.2012 - 01.2013
Assistant Store Manager
Daiquiris & Company
10.2010 - 01.2013
Outside Sales Consultant
Budget Blinds
01.2007 - 05.2012
Inventory Specialist
Best Buy
11.2005 - 12.2007
B.S - Business Administration
Southeastern Louisiana University
High School Diploma - undefined
Slidell High School, Allied Health Academy
Similar Profiles
Stephen Joseph BasenerStephen Joseph Basener
Sales Specialist at Verizon Wireless BJ’s Wholesale, Verizon WirelessSales Specialist at Verizon Wireless BJ’s Wholesale, Verizon Wireless
Jeffrey ArellanaJeffrey Arellana
Carrier Support & API Analyst at Verizon Wireless (formerly TracFone Wireless)Carrier Support & API Analyst at Verizon Wireless (formerly TracFone Wireless)
Heroad MederickHeroad Mederick
Supv-System Ops at Verizon Wireless (formerly Tracfone Wireless)Supv-System Ops at Verizon Wireless (formerly Tracfone Wireless)
Steven M. TaylorSteven M. Taylor
Sales Consultant at Wireless Zone / Verizon WirelessSales Consultant at Wireless Zone / Verizon Wireless
Gabriel DincaGabriel Dinca
Restaurant Manager at Little Rock RestaurantRestaurant Manager at Little Rock Restaurant