Katelyn Jones
Martin,TN
Summary
Client-focused finance professional with a background in financial planning, relationship-based outreach, and ongoing client communication. Brings practical experience in risk management, insurance, and wealth-building strategies, along with retail sales and service skills that support trust, repeat business, and responsive client care.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Financial Representative
Northwestern Mutual
Jackson, TN
05.2026 - Current
- Developed personalized financial plans focused on wealth accumulation, risk management, retirement, and long-term security, resulting in improved client financial outcomes.
- Met with clients to understand financial goals and strategies, providing tailored recommendations that increased client satisfaction and retention.
- Educated clients on financial products and strategies, increasing client understanding and enabling informed decision-making for their unique circumstances.
- Built and maintained long-term client relationships through ongoing communication and service, contributing to a high client retention rate.
- Collaborated with financial advisors and specialists to deliver comprehensive planning resources, improving quality and breadth of client solutions.
- Built a professional network through relationship-based outreach, referrals, and community involvement, expanding client base and referral opportunities.
- Continued developing knowledge in financial planning, insurance, investments, and wealth management to deliver up-to-date advice and maintain industry expertise.
Retail Sales Associate
Off the Square
Martin, TN
07.2024 - 02.2026
- Provided exceptional customer service, ensuring a positive shopping experience and contributing to repeat business and positive customer feedback.
- Demonstrated expertise in product features and benefits to assist customers, resulting in increased sales and higher customer satisfaction.
- Handled cash transactions accurately and efficiently, ensuring balanced cash drawer at end of each shift and minimizing discrepancies.
- Collaborated with visual merchandising team to create eye-catching displays, increasing foot traffic and sales of featured products.
- Processed returns and exchanges according to company policies, ensuring customer satisfaction and adherence to procedures.
- Maintained cleanliness and organization of assigned areas within the store, supporting a welcoming environment and efficient store operations.
Retail Sales Associate
Bayou Belle's Boutique
Covington, TN
03.2023 - 07.2024
- Proactively approached customers on the shop floor, offering assistance and personalized recommendations to drive sales and enhance the shopping experience.
- Maintained knowledge of current promotions, discounts, and special offers, enabling effective upselling and maximizing sales opportunities.
- Resolved customer issues effectively, enhancing store reputation and customer satisfaction.
- Processed returns and exchanges efficiently according to company policies, maintaining customer satisfaction and operational accuracy.
- Coordinated multiple tasks during peak periods, ensuring operational efficiency and customer service quality.
- Cultivated strong relationships with key clients, resulting in increased repeat business and enhanced customer loyalty.
- Assisted in inventory management, including receiving and restocking merchandise, ensuring product availability and accurate stock levels.
- Communicated product features clearly, assisting customers in making informed purchasing decisions.
Education
Undergraduate Degree - Finance
UT Martin
Martin, TN05-2026
Skills
- Financial analysis
- Risk management strategies
- Retirement planning
- Client portfolio management
- Financial reporting
- Sales expertise
- Financial reviews
- Customer service excellence
- Client servicing
- Relationship building
Personal Information
- Driving License: Driver's License
- Work Permit: Authorized to work in the US for any employer
Certification
- Life Insurance License 2026-04 to 2028-04
- Driver's License 2022-07 to 2026-04
Timeline
Financial Representative
Northwestern Mutual
05.2026 - Current
Retail Sales Associate
Off the Square
07.2024 - 02.2026
Retail Sales Associate
Bayou Belle's Boutique
03.2023 - 07.2024
Undergraduate Degree - Finance
UT Martin