Summary
Overview
Work History
Education
Skills
Websites
Languages
Interests
Timeline
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Joshua Haney Jr

Wellington

Summary

Proven Financial Advisor at Primerica with a strong background in financial services and sales negotiations. Excelled in building client relationships and optimizing their needs, leading to being ranked number one in sales at Best Buy Inc. Demonstrates exceptional teamwork and customer follow-up skills, ensuring client satisfaction and repeat business.

Overview

1
1
year of professional experience

Work History

Financial Advisor

Primerica
04.2024 - 07.2024
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Researched and evaluated potential investment products for clients.
  • Studied financial documents to identify potential areas needing improvement.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Informed clients of strategies for reducing debt and maximizing savings.

Sales Associate

Best Buy Inc
08.2023 - 04.2024
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Over achieved in all categories including, sales, memberships and credit cards. Including being number one at the end of the November period.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Built relationships with customers to encourage repeat business.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

Education

Associate of Science - Business And Finance

Palm Beach State College
Lake Worth, FL
06-2026

Skills

  • Financial services
  • Retail services
  • Sales negotiations
  • Customer follow-up
  • Teamwork and collaboration
  • Troubleshooting/ resolution techniques
  • Vehicle inspection/ Services
  • Hand and power tools
  • Repair work
  • Woodworking

Languages

American Sign Language
Professional Working

Interests

  • Gym Workouts
  • Sports Including Football and Baseball
  • Fishing
  • Off-roading and Customizing my Jeep
  • Content Creation on my hobbies

Timeline

Financial Advisor

Primerica
04.2024 - 07.2024

Sales Associate

Best Buy Inc
08.2023 - 04.2024

Associate of Science - Business And Finance

Palm Beach State College

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Joshua Haney Jr