Hi, I’m
Mark Jansen
Grand Island,NY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
10
years of professional experience
Work History
New York Life
Financial Advisor
01.2023 - Current
Job overview
- Met with multiple clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
F45
Studio Manager
08.2022 - Current
Job overview
- Organized and maintained client databases of over 100 members and 2 studios for accurate communication information.
- Coordinated daily studio operations, including scheduling, staff management and customer service.
- Supervised studio staff for timely, accurate and high-quality task completion.
- Pleasantly greeted customers and asked open-ended questions to better determine needs.
Mark Jansen Fitness
Owner
10.2017 - Current
Job overview
- Online fitness training platform with over 500 members
- Managed day-to-day business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Responded promptly to customer issues and resolved problems through effective communication and decision making skills.
- Implemented effective social media strategies facilitate new business and promote patronage in existing customers.
LA Fitness
Fitness Trainer
01.2014 - 10.2017
Job overview
- Demonstrated how to carry out various routines and exercises.
- Designed and implemented variety of fitness instruction classes.
- Provided fitness assessments and program planning.
- Monitored clients' progress and modified programs.
Education
UNIVERSITY OFBUFFALOBuffalo, NY
Bachelor of Science from Finance
12.2013
Skills
- Increasing Savings
- Financial Knowledge
- Stock Market Understanding
- Retirement Needs
- Sales Expertise
- Investment Analysis
- Making Insurance Decisions
- Equity and Debt
- Business Development
Timeline
Financial Advisor
New York Life
01.2023 - Current
Studio Manager
F45
08.2022 - Current
Owner
Mark Jansen Fitness
10.2017 - Current
Fitness Trainer
LA Fitness
01.2014 - 10.2017
UNIVERSITY OFBUFFALO
Bachelor of Science from Finance
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