Jason West
Abington
Summary
Offering strong interpersonal skills and passion for health insurance, ready to learn and grow in professional setting. Delivers keen ability to understand policy details and navigate regulatory landscapes, ensuring accurate and efficient service. Ready to use and develop communication and analytical skills in [Desired Position] role.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
09.2019 - 01.2025
- 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 personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Relationship Manager
EMoney
06.2018 - 08.2019
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Internal Wholesaler
SEI
03.2015 - 06.2018
- Provided superior service to customers by quickly responding to requests, suggestions and concerns.
- Documented business processes and analyzed procedures to align with changing business needs.
- Conceived and implemented marketing plans to acquire market share within chosen markets.
Financial Advisor
Prudential Financial
06.2013 - 06.2015
- 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Science - Business Administration
Delaware Valley University
Doylestown, PA05-2013
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Attention to detail
- Innovation and creativity
Certification
- Insurance Licenses, Life, Health, and Annuities – PA Department of Insurance.
Timeline
Financial Advisor
Prudential Financial
09.2019 - 01.2025
Relationship Manager
EMoney
06.2018 - 08.2019
Internal Wholesaler
SEI
03.2015 - 06.2018
Financial Advisor
Prudential Financial
06.2013 - 06.2015
- Insurance Licenses, Life, Health, and Annuities – PA Department of Insurance.
Bachelor of Science - Business Administration
Delaware Valley University
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