Charles Jacobs Email and Phone Number
Financial professional with Experior Financial Group established in 2014, our 2900+ team of well trained and provincially and state licensed associates are available across Canada and the USA to assist you with all of your insurance needs I also have a BA in Marketing from Colorado State University Global, and I am currently pursuing an MBA in Business Administration and a minor in Finance from the same institution.My expertise lies in sales and logistics, where I have gained classroom training, certifications, and hands-on experience in various fields. I have strong problem-solving, communication, interpersonal, and collaborative skills that enable me to build lasting relationships with clients and colleagues. I am passionate about learning new things and advancing my career in the insurance and risk management industry. I am also proud to have served my country in the US Army, where I received an honorable discharge in 2004.
Oklahoma Democratic Party
View- Website:
- experiorfinancial.com
- Employees:
- 561
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Precinct 13 Chair And Delegate For Comanche CountyOklahoma Democratic PartyLawton, Ok, Us
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Financial AssociateExperior Financial Group Nov 2023 - PresentCanadaProvide insurance and investment solutions to clients based on their unique financial goals and needs.Conduct comprehensive financial assessments and offer tailored recommendations. -
Precinct 13 Chair And Delegate For Comanche CountyOklahoma Democratic Party Jun 2022 - PresentLawton, Oklahoma, United StatesPreside over meetings of the Precinct Committee, Represent the Democrats of the Precinct at meetings of the County Convention, Recruit and train precinct workers.
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Regional Marketing DirectorInternational Association Of Insurance Professionals May 2022 - PresentOklahoma, United StatesIAIP is a community committed to the advancement of the insurance industry by connecting members and building careers. Members represent a wide range of professions and career levels in the insurance and risk management industries. The association organizational structure consists of seven regions and 120+ local associations spanning the United States, Canada, Puerto Rico, and other countries. Each level conducts meetings, elects officers, appoints committees and provides numerous opportunities for involvement and leadership.I support the Regional Vice President in the development and delivery of aRegional Newsletter, I manage the Region’s presence on social media or using other, currenttechnology, by promoting IAIP events and initiatives, along with relevantindustry news. I ensure that members receive appropriate recognition for awards,designations, or newsworthy announcements. -
Affiliated AssociateTransamerica Agency Network Feb 2021 - Nov 2023United StatesWe offer smart financial tools and products to help make it easier to build a future you can count on. We're much more than insurance policies and retirement strategies, we're your partner in tomorrow. In helping others achieve their dreams, you will also be building yours; a future you can count on. -
Digital Marketing Sales ConsultantPinpoint Local Southwest Oklahoma Feb 2020 - Feb 2021Lawton, Oklahoma AreaI'm the front line for accomplishing the organizations mission, first and foremost, being the clients advocate by consulting with them on the solutions that will make a difference for their business.I generate revenue in my area by identifying leads and moving them through the sales process.I perform all duties which are required for the sales process (phone calls, travel for in-person meetings, etc.).I maintain relationships with our clients long-term to ensure their needs continue to be met as their businesses & our services evolve.I work with the team to set reasonable goals for myself & organize a daily schedule to move leads/prospects through the sales process funnel.I use a CRM system to keep track of all my sales activity.
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Event SpecialistEvent Specialist Mar 2018 - Nov 2019OklahomaMy job is to be outgoing, friendly, and enjoy meeting new people while working in the retailretail environment. I’m also expected to captivate the audience, perform product demonstrations, and make sales as an event specialist. -
Business Development ManagerClf Staffing Jan 2016 - Jan 2017Birmingham, AlabamaMy priority was to assist my company in acquiring new clients that were interested in staffing services or solutions. My task was to expand, diversify, and retain our clientele through prospecting, cold calling, leads, and referrals. -
District LeaderPrimerica Nov 2013 - Feb 2016Gadsden, Alabama AreaI educated families about how to be financially secure and accomplish their goals. I also sold insurance products and recruited other people that I thought would be a good fit for the organization. -
Sales AssociateJim Burke Automotive Mar 2011 - Nov 2011Birmingham, AlabamaI sold, promoted, displayed, and showed products and services. I assisted customers by helping them select vehicles, test drive cars and preformed a walk-around to demonstrate the features and benefits of the vehicles. I answered the questions of the customers and assisted them in every aspect of buying an automobile. l negotiated price, overcome objections, discuss terms and conditions and follow the direction of the sales manager on duty. Other duties I performed included, checking in new cars, stocking in cars, fueling cars, driving to other dealers for dealer trades, helping to rearrange the lot, moving cars in and out of the showroom, scheduling deliveries and or repairs, prospecting for customers, scheduling after sales installations and any other related tasks that was determined by the sales manager. -
Sales AssociateEr Marketing Jan 2011 - Mar 2011Vestavia Hills, AlabamaI sold, promoted, displayed, products and services. Executed the sales process (greet, qualify,recommend, close, go the extra mile). I made customers my first priorty by assisting, recommending and qualifing. I demonstrated a high level of knowledge of the products, services, and procedures.
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Sams/ Awrds SpecialistItt Systems May 2005 - Mar 2007Doha, QatarPrepared requisitions for off-line, work orders, shop stock and local purchase as required. Created work orders for items that needed maintenance. Assisted in the ordering, receipt, storage, documentation, processing and delivery of all supplies. I help create a storage and filing system for the parts and important documents. Gained efficient knowledge of the Army War Reserve Deployment System (AWRDS) and Army Supply Management regulations. -
Supply SpecialistL-3 Communications Nov 2004 - May 2005Ft. Sill, OkResponsible for ordering, receiving, issuing, and turning in parts.Collected data from the mechanics to updated deficiencies on vehicles and parts. I managed a inventory worth millions of dollars and was held accountable by my supervisors. I acted as the supply lead when my supervisors were on vacation or off for a particular reason. I input data in the ULLS Ground system and backed up the system daily to ensure to the safety of the information in the system. -
Automated Logistical SpecialistU. S Army Jul 2000 - Jul 2004Ft. Sill, OkAs the Automated Logistical Specialist I was primarily responsible for supervising and performing management or warehouse functions in order to maintain equipment records and parts. I was held accountable for inventory worth millions of dollars, I ordered, turned in, stocked, and distributed parts on daily basis during the work week. I acted as the supply sergent whenever my supervisor was off and assigned another task. I completed a tour in Iraq (2003-2004), I completed the required training mandated by the army for an honorable discharge.
Charles Jacobs Education Details
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Business Administration And Management, General -
Marketing
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Gadsden High School
Frequently Asked Questions about Charles Jacobs
What company does Charles Jacobs work for?
Charles Jacobs works for Oklahoma Democratic Party
What is Charles Jacobs's role at the current company?
Charles Jacobs's current role is Precinct 13 Chair and Delegate for Comanche County.
What schools did Charles Jacobs attend?
Charles Jacobs attended Colorado State University Global, Colorado State University Global, Gadsden State Community College, Gadsden High School.
Who are Charles Jacobs's colleagues?
Charles Jacobs's colleagues are Gita Khazraei, Rajesh Kumar, La Dana Sanders, Pedrito Fidel, Gary Shelton, Emily Huynh, Darryl Girard.
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Charles Jacobs
Author, Managing Partner At Arc Innovation, And Corporate StorytellerNewton Centre, Ma2180partners.com, 180partners.com2 +161721XXXXX
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