Zachary Jackson
Lathrup Village,MI
Summary
I am 23 years old, I’ve worked in the Real Estate & the mortgage industry as a broker for about 2 years now. Im a newly licensed Life insurance broker. I love learning new things about my profession every day. I love learning new skills about sales and Marketing. I’ve also went to college so I have a lot of discipline in me to get something done and done right. I’m very coachable so i’m always willing to learn new things and grow so I can better help my clients and me.
Overview
4
4
years of professional experience
Work History
Life Insurance Broker & Annuity Specialist
Symmetry Financial
Lathrup Village, MI
05.2024 - Current
- Conducted research on various life insurance products and services.
- Inbound and outbound Calls
- Helping Clients get the most affordable Coverage
- Customer service
- Educating my clients on the best investment strategies
- Negotiated terms of contracts between insurers, brokers, and customers.
Mortgage Broker
Lending Force, LLC
Farmington Hills, MI
03.2023 - Current
- Handled high-volume inbound and outbound calls.
- Staying informed about market trends to enhance client services.
- Ensured rapid completion of loan processes.
- Sales
- Developed pricing strategies to effectively guide clients' loan decisions.
- Customer service
- Performed regular follow-ups on loan applications in order to meet deadlines.
Associate Banker
Central Mortgage Funding
Southfield, MI
01.2023 - 03.2023
- Executed incoming and outgoing calls.
- Monitored market rates and trends to provide effective client consultation.
- Handle inquiries from clients efficiently.
- Generated leads and closed sales over the phone.
Sales Representative
Innovative Client Connections
Southfield, MI
01.2023 - 02.2023
- Interact with different people to sell them different products, Phones, TVs, etc
- Help people get a better gas bill for there utility
Assistant
Cause & Effect Marketing
West Bloomfield Township, MI
12.2020 - 01.2023
- Interact with clients, visitors and vendors
- Assist with meeting and press interviews
- Responsible for taking photos during meetings and press releases
- Assist with sorting donations provided by the community
- Updating contact information, photocopying and faxing
Server Assistant
P.F. Chang's
06.2021 - 10.2021
- Assist the servers refilling beverages and running food to tables
- Assist the servers in resetting and bussing tables
- Assist Bartenders with maintaining stock and prep work
- Ensure restaurant areas are maintained and clean
Education
Finance
Oakland Community College
Royal Oak, MI10.2024
High School Diploma -
Berkley High School
Berkley, MI01.2020
Skills
- Microsoft office applications
- Communication skills
- Time management
- Presentation skills
- Digital marketing
- Mortgage Lending
- Financial Services
- Telemarketing
- Cold Calling
- Email Marketing
- Branding
- Pricing
- Financial Planning
- Insurance Policy Sales
- Building Relationships
- Loan origination
- Salesforce
- Loan Processing
Additional Information
Life and Health Insurance License
NPN# 21295581
Timeline
Life Insurance Broker & Annuity Specialist
Symmetry Financial
05.2024 - Current
Mortgage Broker
Lending Force, LLC
03.2023 - Current
Associate Banker
Central Mortgage Funding
01.2023 - 03.2023
Sales Representative
Innovative Client Connections
01.2023 - 02.2023
Server Assistant
P.F. Chang's
06.2021 - 10.2021
Assistant
Cause & Effect Marketing
12.2020 - 01.2023
High School Diploma -
Berkley High School
Finance
Oakland Community College