Joseph Jacobs
Annapolis,Maryland
Summary
Financial professional with a background in investment analysis, risk assessment, and portfolio tracking across diversified assets. Brings market research, client advisory, and financial decision-making skills developed through managing stocks, bonds, mutual funds, IRAs, and annuities while supporting steady portfolio growth.
Overview
17
17
years of professional experience
Work History
Independent Investor
Investment
10.2020 - Current
- - Researched investment assets to support selection of options with strong return potential while controlling risk exposure.
- Built 5 years of investing and trading experience through active market research and portfolio review.
- Built diversified portfolio across stocks, options, bonds, mutual funds, Roth IRAs, and deferred annuities to generate income through dividends, distributions, and capital gains.
Teacher
Indian River School District
01.2023 - 01.2025
- Taught secondary school students in English and Art Exploratory, fostering creativity and critical thinking. Planned and prepared engaging lessons aligned with curriculum standards, enhancing student understanding and interest.
- Delivered district-aligned lessons for Indian River School District students
- Managed classroom routines and maintained a respectful learning environment
- Assessed student understanding using quizzes, assignments, and observation
Realtor
Long and Foster Real Estate
08.2021 - 08.2023
- Managed Long and Foster Real Estate client consultations for buyers and sellers.
- Conducted property showings and guided clients through neighborhood evaluations.
- Prepared comparative market analyses using Long and Foster pricing standards.
- Analyzed market conditions to determine accurate home values.
Sales Advisor/Sales Manager
Tesla
10.2015 - 10.2020
- I began my career at Tesla in 2015 working in the residential solar energy division and then was promoted to work in the electric vehicle segment of the company in 2018. While working within the energy division, Managed a team of 12 solar advisors, supervised projects, oversaw installations, and worked with clients to provide an exceptional customer experience. During this time, Generated record sales and new account acquisitions in Delaware, Pennsylvania, and Maryland territories. Coached and developed advisors to help them excel in metrics such as sales, customer service, and client retention. In 2018, I was promoted to the vehicle division of Tesla as a senior sales advisor to help mentor new employees and assist them to build and maintain successful client relationships as they began their career with our company. Led team to highest company ranking for new vehicles sold, delivered units, and customer satisfaction in Mid-Atlantic Region through new employee mentorship program.
- Engaged in consultative sales conversations with customers in the Tesla showroom and during vehicle deliveries.
- Assisted customers with configuring Tesla vehicles, determining pricing options, and completing their orders.
- Coordinated and conducted test drives for interested buyers to showcase electric vehicle capabilities.
Executive Sales Manager
Macys
01.2012 - 06.2015
- Started career at Macy's in 2012 as part-time seasonal sales associate; earned promotion to leadership role in 2014 through dedication and performance. In this new leadership position, I managed a team of 25 retail associates while achieving company sales goals and building customer satisfaction within our store to a new record level. Coached and developed sales associates, enhancing their skills in sales, customer service, and client retention. Achieved recognition as 2014 top ranked Sales Manager, demonstrating superior performance in sales, customer service, and inventory management. During this time our store was also named the top ranked location in overall metrics for the year of 2014 throughout the Delaware/Maryland district.
- Oversaw daily sales floor operations in Macy's department store, ensuring efficient customer service and product availability.
- Trained retail associates on effective clienteling techniques, product knowledge, and established selling standards to improve sales performance.
- Reviewed daily sales reports to optimize floor coverage and adjust staffing levels accordingly for peak customer service.
Special Projects Coordinator & Sales Consultant
Aflac
01.2010 - 01.2014
- I began my career at Aflac as an insurance agent helping to educate customers in all aspects of supplemental health benefits and how these programs could strengthen their existing employee coverage plan. During this time, Established new client opportunities and managed hundreds of business account relationships. I worked with companies of various industries to help implement Aflac benefit programs for employees in need of a more complete and comprehensive health plan to meet their specific needs. Led recruiting efforts to attract new talent and trained sales agents at the beginning of their career with our company. In 2012, I accepted an additional role as our Aflac Internship Coordinator and was given the opportunity to develop and manage an internship program for college students through the University of Delaware. Collaborated with career services to recruit, mentor, and supervise over 150 college students in our internship program.
- Coordinated special projects to enhance Aflac insurance operations and support internal initiatives.
- Managed project schedules, deadlines, and follow-up across departments.
- Prepared meeting materials, agendas, and status updates for stakeholders.
Sales Executive
Straw Ads
06.2011 - 01.2013
- Delivered engaging presentations of campaign packages, assisting prospects in understanding Straw Ads services.
- Established strong connections with clients to enhance Straw Ads advertising services.
- Facilitated negotiations of contracts with advertisers and agency partners to secure collaboration.
- Assisted clients in exploring innovative advertising strategies to promote businesses through various customer channels. Manufactured straws with printed advertisement messages and distributed them to local food and restaurant businesses, creating unique exposure for clients' brands. Developed and managed an internship program for students to gain work experience and receive college credits by partnering with career services at Penn State Brandywine and West Chester University. The program was a huge success and provided learning opportunities while receiving college credits for many students studying marketing and advertising at the University.
Education
Bachelor's Degree - Communication Studies
West Virginia University
01-2006
High School Graduate - Business Concentration
Smyrna High School
01-2002
Skills
- Portfolio management
- Investment analysis
- Client advisory services
- Financial modeling
- Risk assessment
- Asset allocation
- Marketing strategies
- Market research
- Strategic planning
- Project planning
- Management
- Supervision and leadership
- Training and development
- Client relationship management
- Client management
- Team collaboration
- Problem solving
- Analytical thinking
- Verbal and written communication
- Public speaking
- Presentation skills
- Relationship building
- Contract negotiation
Affiliations
- Youth Groups, Coaching, Education and Volunteering
Timeline
Teacher
Indian River School District
01.2023 - 01.2025
Realtor
Long and Foster Real Estate
08.2021 - 08.2023
Independent Investor
Investment
10.2020 - Current
Sales Advisor/Sales Manager
Tesla
10.2015 - 10.2020
Executive Sales Manager
Macys
01.2012 - 06.2015
Sales Executive
Straw Ads
06.2011 - 01.2013
Special Projects Coordinator & Sales Consultant
Aflac
01.2010 - 01.2014
Bachelor's Degree - Communication Studies
West Virginia University
High School Graduate - Business Concentration
Smyrna High School