James Jacobson

• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
• Consulted with customers to assess needs and propose optimal solutions.
• Trained and motivated employees to perform daily business functions.

• 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.
• Managed 300 households and 800 small business accounts with high "client satisfaction.

• Expanded market share in my area and providing timely solutions for clients.

• Developed strong relationships in my community through volunteer events and prospecting activities

• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Increased assets under management through targeted business development efforts.

Analyzed credit profiles to provide the best fit to lenders guidelines, while seeking the highest profits possible.

Supported the business office by creating back end profit and serving as back up finance manager.

Served as a mentor to new employees resulting in an amicable working environment.

Assisting in inventory management by updating the database on a daily basis, resulting in a more efficient selling process.

• Developed strong client relationships through consistent communication and exceptional customer service.
• Increased sales by offering advice on purchases and promoting additional products.
• Assisted customers in selecting appropriate products based on their needs, boosting satisfaction rates.
• Increased sales revenue by identifying potential clients and conducting persuasive product presentations.