Marcia H Jackson
Wyandanch,NY
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Fine Jewelry Supervisor
JCPenney
05.2020 - Current
- Oversees the planning and execution of special events.
- Owns receiving, shipping, and reverse logistics for Fine Jewelry merchandise.
- Team Development- Responsible for the completion of training, recognition, and coaching
- Customer Service and Sales- Engage customers and determine their needs. Resolves customer issues and concerns in a professional manner.
- Successfully drove new product lines to increase annual profits by 29%.
Registered Financial Representative
PFS Investments
05.2020 - Current
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Performed due diligence behind purchase transactions for life insurance, Mutual Funds, and Retirement Accounts.
- Educated clients on various investment options, empowering them to take control of their financial future.
- Negotiated favorable terms on behalf of clients when working with third-party vendors such as mutual fund companies or banks.
Merchandise Manager
JCPenney
06.2017 - 04.2020
- Reviewed customer feedback to identify trends and improve product selection.
- Maintained updated product knowledge to educate and advise customers successfully.
- Coordinated cross-functional teams to execute successful product launches within tight deadlines.
- Interacted with customers to obtain feedback and drive satisfaction.
Insurance Sales Producer
State Farm Insurance Agency
10.2006 - 06.2017
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Education
Bachelor of Science - Nutrition And Health
Husson University
Bangor, Maine06-2026
High School Diploma -
Forest Hills High School
Forest Hills06.1989
Skills
- Product Knowledge
- Promotions and Marketing Strategies
- Closing Procedures
- Great leadership
- Critical thinking
- Retirement planning Knowledgeably
- Portfolio management
- Intrapersonal and Interpersonal
Accomplishments
I have successfully obtained my Investment Company/Variable Contract Products Representative License and Uniform Security License, which allow me to register with the Financial Industry Regulatory Authority, FINRA.
Certification
Series 6 & 63 Licensed
Life - Accident & Sickness Licensed
Property & Casualty Licensed
Timeline
Fine Jewelry Supervisor
JCPenney
05.2020 - Current
Registered Financial Representative
PFS Investments
05.2020 - Current
Merchandise Manager
JCPenney
06.2017 - 04.2020
Insurance Sales Producer
State Farm Insurance Agency
10.2006 - 06.2017
High School Diploma -
Forest Hills High School
Series 6 & 63 Licensed
Life - Accident & Sickness Licensed
Property & Casualty Licensed
Bachelor of Science - Nutrition And Health
Husson University
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