Jason Johnson Email and Phone Number
sarasota, florida, united states
Jason Johnson's Location
Buckeye, Arizona, United States, United States
About Jason Johnson
- Ramsey Solutions SmartVestor Pro- Financial Advisor - Licensed Life Insurance RepresentativeSpecialties: Licenses- FINRA Series 7 General Securities Representative - FINRA Series 66 Uniform Combined State Law- Arizona Life Insurance License- Arkansas Life Insurance License (non-resident)
Jason Johnson's Current Company Details
Smartpro Financial
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SmartVestor Pro | Financial Advisor | Life Insurance Advisor | Coach
sarasota, florida, united states
- Website:
- smartprofinancial.com
- Employees:
- 58
Jason Johnson Work Experience Details
-
Financial AdvisorSmartpro Financial Apr 2021 - PresentUnited StatesFinancial Advisor | Life Insurance | SmartVestor Pro | Coach
-
Resolution ManagerCharles Schwab May 2018 - Mar 2021Phoenix, Arizona Area -
Financial Services Professional/EservicesCharles Schwab Jan 2017 - May 2018Phoenix, Arizona Area
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Insurance Specialist IiEdward Jones Sep 2014 - Jan 2017Tempe, Arizona- Provide Best-in-Class Service to Financial Advisors across our network of 12,000 branch teams- Subject Matter Expert regarding insurance and annuity products- Assist Financial Advisors and Branch Office Administrators with product details- Provide assistance with order entry, order corrections and product delivery and retention requirements- Educate branch teams about tools and resources to ensure accuracy and efficiency- Work directly with third party product partners to complete transactions in a timely manner -
Ownership Transition Team - Estates And Divorce Case ManagerMerrill Edge May 2014 - Sep 2014Chandler, Az- Assist clients needing to transition their accounts due to death or divorce- Provide step-by-step instructions and ensure all necessary paperwork is received to process accounts promptly- Communicate with clients and management to ensure proper handling of accounts has been completed- Create job aids and assist in the training of new employees- Coach and provide on the spot feedback to new employees- Communicate to management the feedback provided to ensure consistency in training -
Wealth Management Service & Implementation SpecialistUsaa Dec 2013 - Apr 2014Phoenix, Arizona- Provide Best-In-Class service to USAA’s Wealth Management Clientele- Ensure overall financial plan is being properly executed and assisting with transaction requests- Assigned Wealth Managers to USAA Members and scheduled times with Wealth Managers to holistically review financial recommendations -
Specialized Member Services RepresentativeUsaa Aug 2011 - Jan 2014Phoenix, Arizona- Provide Best-In-Class service in multiple sales positions including insurance, investments and banking- Review member needs and provide recommendations or referrals based on individual circumstances and goals- Responsible for closing the business and establishing multiple products for each member
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Operations - Schwab Estate ServicesCharles Schwab Feb 2011 - Aug 2011Phoenix, Arizona- Provide a single point of contact as a case manager for clients- Review Estate accounts of recently deceased clients- Work with surviving family members, attorneys and/or executors to ensure prompt access to investment accounts- Provide step-by-step instructions and ensure all necessary paperwork is received to process accounts promptly
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Credit CounselorTake Charge America, Inc. Oct 2010 - Feb 2011Phoenix, Arizona- Complete a thorough assessment of client’s financial situation and budget- Educate client about their options and provide recommendations for best solutions- Enforce the importance of a financial plan for clients and provide additional guidance when necessary -
Self-Employed AgentCapital Choice Financial Services May 2010 - Feb 2011Phoenix, Arizona AreaEstablish and maintain a client base by providing competitive products and highest level serviceReview client needs and provided recommendations based on individual circumstances Responsible for closing the business and establishing multiple products for each member
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Member Advice And Solutions Level Iii RepUsaa Mar 2008 - May 2010Phoenix, Arizona- Provide Best-In-Class service in multiple sales positions including insurance, investments and banking- Review member needs and provided recommendations based on individual circumstances and goals- Responsible for closing the business and establishing multiple products for each member
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New Member Solutions Senior RepresentativeUsaa Sep 2004 - Mar 2008Phoenix, Arizona Area- Provide Best-In-Class service in multiple sales positions including insurance, investments and banking- Review member needs and provided recommendations based on individual circumstances and goals- Responsible for closing the business and establishing multiple products for each member
-
Shipment Inquiry Team LeaderDhl Jun 2002 - Aug 2004Tempe, Arizona- Responsible for tracking existing shipments and ensuring arrival at the proper destination- Assisted in escalated issues to provide appropriate resolution to ensure customer satisfaction- Provided quality assurance coaching to direct reports to increase customer satisfaction -
Activations Team LeaderPegasus Satellite Television May 2001 - Mar 2002Marlborough, Massachusetts- Coached and developed a team of 20 direct reports to increase products sold at system activation- Assisted in escalated issues to provide solutions and retain business- Managed sales floor of over 100 representatives to maximize resources -
Sales Support/Customer Retention GroupDirectv Jun 1998 - Mar 2001Boise, Idaho Arean Provided World-Class service to prospective and existing customers to ensure satisfaction - Assisted potential lost customers by showing the value in the products provided- Worked with Inside Sales, ensuring installation appointments were properly scheduled and completed- Provided support with escalated issues to ensure customer satisfaction and problem resolution
Jason Johnson Education Details
-
Billerica Memorial High SchoolHigh School Studies -
Rio Salado
Frequently Asked Questions about Jason Johnson
What company does Jason Johnson work for?
Jason Johnson works for Smartpro Financial
What is Jason Johnson's role at the current company?
Jason Johnson's current role is SmartVestor Pro | Financial Advisor | Life Insurance Advisor | Coach.
What schools did Jason Johnson attend?
Jason Johnson attended Billerica Memorial High School, Rio Salado.
Who are Jason Johnson's colleagues?
Jason Johnson's colleagues are Moses Medina, Patrick R., Matt M., Rick Godfrey, Sr., Shannon Wyatt, Sari Maksad, Joshiwa Graham.
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