Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Josh Jordahl

Sales Support Specialist
Albert Lea,MN

Summary

Dedicated professional with a proven track record at Alerus, enhancing sales performance and customer satisfaction through effective customer relationship management and teamwork collaboration. Skilled in multitasking and adaptability, consistently met or exceeded team revenue goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

10
10
years of professional experience
5
5
years of post-secondary education

Work History

Sales Support Specialist

Alerus
02.2018 - Current
  • Boosted sales performance by providing timely and efficient support to sales consultants.
  • Optimized sales presentations by creating compelling marketing materials, proposals, and product demonstrations.
  • Enhanced customer satisfaction by promptly addressing and resolving inquiries and issues related to services offered.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding revenue goals set by management.
  • Learned and frequently used multiple sales systems to investigate, track, and prepare requests from upper management and key client accounts.
  • Routinely perform benchmarking and fee analysis reports for prospective business clients.

Retirement Specialist

Alerus
09.2016 - 02.2018
  • Stayed current on industry trends, legislation changes, and market conditions affecting retirement planning strategies for continuous improvement in services provided to clients.
  • Established strong rapport with clients through regular communication and follow-ups, fostering long-term relationships.
  • Collaborated with internal teams to improve processes to increase client satisfaction in retirement planning.
  • Streamlined the retirement application process for clients, ensuring timely and accurate submissions.


Audit Analyst

Alliance Benefit Group
01.2014 - 09.2016
  • Achieved timely completion of audit projects through effective planning, execution, and follow-up procedures.
  • Supported external auditors during annual audits, providing requested documentation and addressing inquiries efficiently.
  • Collaborated with various departments to ensure accurate financial reporting and compliance with regulatory requirements.
  • Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.

Education

Bachelor of Science - Accounting And Business Management

Minnesota State University - Mankato
Mankato, MN
08.2006 - 05.2011

Skills

Customer Relationship Management

Adaptability and Flexibility

Multitasking

Teamwork and Collaboration

Time Management

Performance Tracking

Customer Relationship Management

Interests

Family Activities

Golfing

Fishing

Outdoors

Timeline

Sales Support Specialist

Alerus
02.2018 - Current

Retirement Specialist

Alerus
09.2016 - 02.2018

Audit Analyst

Alliance Benefit Group
01.2014 - 09.2016

Bachelor of Science - Accounting And Business Management

Minnesota State University - Mankato
08.2006 - 05.2011

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Josh JordahlSales Support Specialist