Jocelyn Jenkins - Financial Advisor Resume Simple
I am a highly motivated, results-driven, and financial professional with a proven track record of success in the areas of financial planning, analysis, and sales.
  • award, management, and sales, trainer, series 6, clients, maintenance
  • 2017-12-252017-12-25

    Financial Advisor

    School City of Hammond

    • Lead Associate in the development of a new pipeline of over 100 clients. Conduct sales presentations and provide customer service to the management team.
    • Developed and implemented a sales pipeline for over 100 clients, which included the development of a new client base, and the creation of a PowerPoint presentations.
    • Earned the top producer award for the company for the year for the first time in the district. This was a top performer in the sales and maintenance of the branch.
    • Create and deliver presentations to potential clients and sales force. Coach and develop new advisors and provide training to the financial advisor.
    • Developed and delivered presentations to the Vice President of sales, and the executive Assistant to the Board of Directors.
    • Series 7, 63, 65, and life and health licenses. Licensed in Pennsylvania. New York state of Florida.