Jonathan J. Rojas
Oviedo,Fl
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Northwestern Mutual Wealth Management
05.2022 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Informed clients of strategies for reducing debt and maximizing savings.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Internal Sales Agent
The Figueroa Team - EXP Realty
01.2019 - 04.2022
- Identified new targets, developed new business opportunities and presented product lines to customers.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Reviewed market research data and changed sales plans accordingly.
- Communicated with clients to understand property needs and preferences.
Leasing Manager
University House
02.2017 - 12.2018
- Increased tenant satisfaction by addressing concerns promptly and effectively resolving issues.
- Built strong relationships with clients through exceptional customer service, resulting in increased lease renewals.
- Streamlined the leasing process for efficiency by implementing an online application system.
- Developed marketing strategies to attract new tenants, ultimately improving occupancy rates.
- Negotiated favorable contract terms with vendors, reducing expenses for property management companies.
Education
Associate of Arts - Finance
Sante Fe Community College
Gainesville, FLHigh School Diploma -
Timber Creek High School
Orlando06.2016
Skills
- Financial Knowledge
- Marketing
- Clerical Support
- Microsoft Excel
- Documentation Expertise
- Client Relations
- Economic Forecasting
- Investment Expertise
- Data Entry
- Office Management
- Contract Administration
Timeline
Financial Advisor
Northwestern Mutual Wealth Management
05.2022 - Current
Internal Sales Agent
The Figueroa Team - EXP Realty
01.2019 - 04.2022
Leasing Manager
University House
02.2017 - 12.2018
Associate of Arts - Finance
Sante Fe Community College
High School Diploma -
Timber Creek High School