- Golfing
- Fitness
- Cooking
- Non-Profit Volunteering
- Singing and Performing
Samuel Johnson
Summary
Developed skills in financial planning and analysis within client-focused environment, now seeking to transition into new field. Expertise includes strategic decision-making and effective communication, useful across various industries. Proven ability to deliver value and build strong relationships, adaptable to diverse professional settings.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
12.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Server / Bartender
River Oaks Restaurant
07.2019 - Current
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Cultivated warm relationships with regular customers.
Assistant Director of Sales
Team Vertex
02.2023 - 01.2024
- Streamlined the sales process by introducing CRM software and improving data management practices.
- Introduced innovative problem-solving methodologies that led to increased efficiency in handling diverse scaling challenges.
- Enhanced team productivity by implementing agile methodologies, fostering collaborative and efficient work environment.
Door-to-Door Sales Representative
Ninefold Marketing
03.2020 - 03.2023
- Participated in regular sales team meetings to share insights, learn from colleagues, and contribute toward collective goals for enhanced overall performance.
- Established trust with potential clients using transparent communication methods and honest assessments of their requirements.
- Exceeded monthly sales quotas by employing persuasive communication techniques and product knowledge expertise.
Education
MBA - Finance
Trevecca Nazarene University
Nashville, TN05-2025
BBA - Finance
University of Memphis
Memphis, TN12-2023
Skills
- Relationship building and management
- Sales expertise
- Analytical thinking
- Critical thinking
- Retirement planning
- Financial advising
- Debt management
- Sales and marketing
- Risk assessment
- Client relations
- Insurance planning
- Financial planning
Accomplishments
- Trailblazer Academy (Top 15% Nationally)
- P40 (40 life insurance policies sold in under 6 mo.)
- S60 (60 life insurance policies sold in in under 6 mo.)
- Top 5 for Under 5 year Advisors in Network Office.
Certification
- NIPR Life Insurance License
- NIPR Healthy Insurance License
- FINRA Security Industry Essential's Certification
Interests
Timeline
Financial Advisor
Northwestern Mutual
12.2024 - Current
Assistant Director of Sales
Team Vertex
02.2023 - 01.2024
Door-to-Door Sales Representative
Ninefold Marketing
03.2020 - 03.2023
Server / Bartender
River Oaks Restaurant
07.2019 - Current
MBA - Finance
Trevecca Nazarene University
BBA - Finance
University of Memphis
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