Jordan Warners
Financial Advisor & Sales Professional
Chicago,IL
Summary
Accomplished Financial Advisor and Sales Professional with accolade-proven measures of success in client building, wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple, layered demands to provide top level of service in fast-paced, competitive, and high work load environment. Experienced understanding of specific industry trends stemming from immersive training. Intelligent and thoughtful relationship builder with a trained ear for sales opportunities. Biased for results, precision, and genuine client service.
Overview
19
19
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Financial Advisor
Northwestern Mutual
Chicago, IL
06.2020 - Current
- Thrived in very fast-paced, commission only environment while continuing education, gaining insurance and investment certifications, and building robust client list of professionals, families, and businesses.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target prospective clients by interacting on phone, video chat, and in person.
- Prepared for and coordinated marketing events, created marketing compliance documentation to increase customer base and grow revenue.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Achieved elite "Impact 20" and "Impact 60" accolades by adding 20 client in 6 months and 60 clients in 12 months.
Sales Representative (Key Accounts)
H2Vino
Chicago, Illinois
03.2015 - 05.2020
- Responsible for opening, building, and maintaining 100+ account run of predominantly restaurant customers.
- Working directly with buyers, sommeliers, and restaurant owners. Managed complex sales cycle through account diversity, seasonality, and product supply.
- Managed own time and schedule, set up meetings, and generated presentations customized for each customer.
- Immediate Growth: Added 25 new accounts in 6 months, 130 accounts since start date.
- Steady growth curve: Monthly revenue grew on average 5K/month from 35K to 100K/month in 20 months. Top sales rep in 2018 and 2019.
- Maturation of Territory: Territory of 100 customers matured in year three, further sales growth has built territory to 1.25M in sales revenue in 2018. 1.3M in 2019.
Independent Referral Partner – Lead Generator
HALDFIELD VENTURES
Chicago, Illinois
05.2014 - 11.2018
- Partnered with Swipely and then Upserve Channel Representative to generate interest and share product information to restaurant leads.
- Soft-sold program through casual referrals and translated into leads and new customers for Hadfield Ventures - Upserve
Sales Representative
Candid Wines
Chicago, Illinois
09.2010 - 02.2015
- Built business through essential entrepreneurship: Commission-based position necessitating ownership and self-disciplined approach requiring business acumen.
- Increased revenue: Monthly revenue grew on average from 30K to to 80K in 3 years.
- Developed custom marketing strategies: Customized diverse and flexible marketing strategies for each account and brand through social media, prospecting, training, and direct consumer selling.
Sommelier Assistant & Back Waiter
Alinea Restaurant
Chicago, Illinois
09.2007 - 08.2010
- Extensive and imperative food, wine, and service training within standards of 3 Star Michelin and AAA 5 Diamond awarded Restaurant.
- Adopted and executed high level of focus within extremely face-paced and intensely urgent environment.
- Liaison to wine director, Joseph Catterson, responsible for organizing 5,000+ bottle wine cellar.
Education
Bachelor of Arts - Interdisciplinary Studies
Michigan State University
East Lansing, MI 08.2002 - 05.2006
Skills
New business generation
Certification
FINRA Series 6
Timeline
FINRA Series 63
05-2021
FINRA Series 6
03-2021
Financial Advisor
Northwestern Mutual
06.2020 - Current
Sales Representative (Key Accounts)
H2Vino
03.2015 - 05.2020
Independent Referral Partner – Lead Generator
HALDFIELD VENTURES
05.2014 - 11.2018
Sales Representative
Candid Wines
09.2010 - 02.2015
Sommelier Assistant & Back Waiter
Alinea Restaurant
09.2007 - 08.2010
Bachelor of Arts - Interdisciplinary Studies
Michigan State University
08.2002 - 05.2006
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