Summary
Overview
Work History
Education
Skills
Letters
Awards
Certification
Interests
Timeline
Generic

Joseph Ahrenholtz

Scottsdale,AZ

Summary

My name is Joseph Ahrenholtz. I am interested in working as a part of the Schwab team. Throughout 2024, I have been developing my skills towards a comprehensive financial planner. This role is an excellent fit for me because I am passionate about developing portfolios and planning retirement for clients. My time at college and work has revolved around developing meaningful connections which is essential to developing a cliental. My previous role as a Sales representative at Mountainside Fitness in North Scottsdale required me to talk with prospects and clients daily through the phone, email, and text. This allowed me to improve my communication skills and get comfortable with rejection. I would be honored to see if I can be a great fit for your team. I am passionate about becoming a trustworthy, wise advisor to the clients I will have. I will strive to succeed in any role asked of me and I enjoy challenging work. I resonate with the mission of "providing clients with guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy." I am seeking experienced sales professionals at Schwab to help me grow into a successful sales professional. I appreciate your consideration, and I hope to hear from you.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Representative

Mutual Of Omaha
06.2024 - Current
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

Sales Representative

Mountainside Fitness LLC
07.2020 - 04.2021
  • Sales representative calling potential members, helping current clients with questions or concerns, giving new prospects tours, and explaining incentives to sign on as new members

Education

Bachelors - Finance

Arizona State University
08.2024

Skills

  • Strong communication skills
  • Diligence
  • Persistence
  • Coachable
  • Eager to listen
  • Eager to learn
  • Self motivated
  • Time management
  • Organization
  • Passion for high-quality customer service
  • Customer service
  • Relationship building
  • Selling techniques
  • Product and service knowledge
  • Appointment scheduling
  • Sales presentations
  • Sales closing
  • Credit analysis
  • Cash flow analysis
  • Negotiation tactics
  • Upselling and cross selling
  • Investment advice
  • Objection handling
  • Retirement planning
  • Relationship selling
  • Risk analysis
  • Portfolio management
  • Strategy development
  • Asset allocation
  • Cold calling
  • Teamwork and collaboration
  • Problem-solving

Letters

  • 05/02/23, Louis Lizza, 3200 E. Camelback Rd, #190, Phoenix, AZ, 85018, My name is Joseph Ahrenholtz, and I am highly interested in working as a part of the Sales Trainee Program with Mutual of Omaha. Throughout 2024, I have been researching sales roles that interest me and would allow me to grow and challenge myself. This role is an excellent fit for me because I am passionate about expanding opportunities in the world of sales. My time at college and work has revolved around developing meaningful connections with others, which is an essential aspect of sales. I graduate this summer, June 16th to be precise. I will receive my Bachelor's in Liberal Studies, primarily emphasized in marketing and economics at Arizona State University. My studies and work experience will provide the initial tools that are needed to be successful in Mutual of Omaha's Sales Trainee program. My previous role as a Sales representative at Mountainside Fitness in North Scottsdale required me to talk with prospects and clients daily through the phone, email, and text. This position has given me a small taste of the sales process and allowed me to improve my communication skills. I would say my biggest takeaway was learning diligence and resilience. It required patience, confidence, time management, and active listening skills that I believe will be important for me as a Sales Associate. I would be honored to work with you, Louis, JC, and any other potential colleagues to learn from in this opportunity. I will strive to succeed in any role asked of me and I enjoy challenging work. I resonate with the mission of 'providing clients with guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.' I am seeking experienced sales professionals to help me grow into a successful sales professional. I appreciate your consideration, and I hope to hear from you.
  • 10/23/23, Louis Lizza, 7373 N Scottsdale Rd Suite 195A, Scottsdale, AZ, 85253, I hope this letter finds you and inspires you to consider me a potential candidate for this job. I am hungry to work, eager to learn, and striving to grow my skills in the world of marketing and sales. I have heard about Mutual of Omaha through my family, and they genuinely believe in this company. And I hope to share that belief. I won't continue writing a wordy essay, but I want to quote: 'There's a great power in words if you don't hitch too many of them together.' -Josh Billings. Thank you for taking the time to read this and consider me a potential candidate for the role of a Sales Trainee. I hope this letter finds you well.

Awards

  • National Honors Society, 2018, Chaparral High School
  • Most Valuable Player, 2018, Chaparral High School Football team
  • #1 Sales Representative, Highest closing rate at 16% for 2 months, Mountainside

Certification

SIE

Life and Health

AHIP Certified

Interests

Golf

Volleyball

Anything outdoors

Timeline

Financial Representative

Mutual Of Omaha
06.2024 - Current

Sales Representative

Mountainside Fitness LLC
07.2020 - 04.2021

Bachelors - Finance

Arizona State University
Joseph Ahrenholtz