Jordan Snell
Sanford,FL
Summary
Licensed financial services professional offering 7+ years in financial services and 8+ years of warehouse experience. Skilled in communication, needs assessment, problem-solving, and adapting to changing requirements. Proven ability to navigate complex programs and reliable in high-pressure environments. Committed to bring expertise, skills, creativity, effort and a positive attitude to a help achieve company goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Benefits Advisor
Healthinsurance.com
Lake Mary, FL
08.2025 - Current
- Guided clients through complex health insurance options to identify suitable and personalized coverage plans.
- Analyzed client needs to recommend appropriate Medicare plans and enhance client understanding of benefits and enrollment processes.
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
- Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
- Trained new advisors on effective sales techniques and customer service best practices.
Credit Card Collections Specialist
JPMorgan Chase
Heathrow, FL
08.2023 - 08.2025
- Manage a high volume of inbound calls daily, delivering comprehensive support for financial products
- Demonstrate excellent communication, negotiation & decision making skills while staying engaged with customers
- Work both independently & closely in a team environment to determine appropriate services & strategies to maintain long-term relationships
- Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced and metric-driven environment
- Take ownership of each customer interaction by resolving conflicts and managing expectations
- Multitask using a computer and simultaneously provide customer support
- Abide by all applicable regulatory and departmental practices and procedures
- Selected by manager to be on the Culture Committee, serving as leader and innovator of departmental building projects
Licensed Financial Representative
Primerica Financial Services
Orlando, FL
08.2018 - 08.2023
- Established a financial service business from the ground up, acquiring necessary licenses as well as planning & managing all aspects of business operations including sales, business development, client relations, staff hiring & marketing
- Organized & conducted seminars for organizations including schools, churches, conference & event centers, businesses & private organizations
- Supervised and trained 50+ new hires
- Developed and maintained strong knowledge of multiple products and levels of benefits within each product
- Networked to identify potential new clients and expand geographic territories
- Worked closely with clients to determine goals and recommend appropriate services & strategies to maintain long-term relationships
Mail Services Coordinator/Shipping Lead
Perform Specialty LLC
Orlando, FL
09.2016 - 04.2023
- Supervised and trained new hires on various functions and operations of the job
- Followed safety protocols while handling customer order fulfillment and verification
- Packing, processing and tracking of outbound customer orders
- Procurement duties including ordering, receiving & stocking all inbound inventory and medical supplies
- Maintained clean and organized shipping department to promote safety and efficiency
Receiving Checker/Clerk
Walgreens Distribution
Orlando, FL
02.2014 - 09.2016
- Utilized forklift or pallet truck to load, unload, transport and store goods.
- Unloaded pallets and deliveries and organized products in warehouse.
- Properly labeled and stored goods in safe area to provide identification and avoid losses.
- Worked effectively with shippers to resolve shipment issues, damaged materials and shortages.
- Receiving Clerk duties including instruction to truck drivers and inbound loads, load assignments to receivers, and processing freight bills or paperwork necessary for each load
Inventory Receiving Checker
Europa Sports Products
Orlando, FL
08.2012 - 02.2014
- Prepared and organized packages, containers, and pallets with correct merchandise counts
- Operated forklifts and pallet jacks to safely transport and manage materials for inbound inventory and stocking merchandise
- Loading of packages onto corresponding truck, based off of route
- Assisted warehouse lead with inventory control by operating RF scanners to track merchandise and verify contents of merchandise and customer orders
- Performed general housekeeping, inspections and cleaning tasks to keep work areas organized and hazard-free
Education
General Studies -
Valencia College
Orlando, FL05.2012
High School Diploma - undefined
West Orange High School
Winter Garden, FL06.2011
Skills
- Finance Assessment
- Sales Expertise
- Customer service
- Microsoft Office
- Order Picking and Processing
- Quality Control
- Strong interpersonal skills
- Good with Numbers
- Warehouse Operations
- Forklift Safety and Operation
- Excellent Driving Record
Certification
- Order Fulfillment (8 years)
- Business Development (4 years)
- Inventory Control (8 years)
- Shipping & Receiving (8 years)
- Warehouse Experience (8 years)
- Financial Planning (4 years)
- Insurance Sales (4 years)
- Financial Services (4 years)
- Marketing (4 years)
- Forklift (5 years)
- Retail (2 years)
Timeline
Licensed Benefits Advisor
Healthinsurance.com
08.2025 - Current
Credit Card Collections Specialist
JPMorgan Chase
08.2023 - 08.2025
Licensed Financial Representative
Primerica Financial Services
08.2018 - 08.2023
Mail Services Coordinator/Shipping Lead
Perform Specialty LLC
09.2016 - 04.2023
Receiving Checker/Clerk
Walgreens Distribution
02.2014 - 09.2016
Inventory Receiving Checker
Europa Sports Products
08.2012 - 02.2014
High School Diploma - undefined
West Orange High School
General Studies -
Valencia College
Additional Information
Certifications and Licenses, 2-15 Life & Health Insurance August 2018