Jason Johnson Email & Phone Number

United States

Financial Advisor | Life Insurance | SmartVestor Pro | Coach

Phoenix, Arizona Area

Phoenix, Arizona Area

Tempe, 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

Chandler, 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

Phoenix, 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

Phoenix, 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

Phoenix, 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

Phoenix, 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

Phoenix, Arizona Area

Establish 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

Phoenix, 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

Phoenix, 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

Tempe, 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

Marlborough, 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

Boise, Idaho Area

n 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

High School Diploma, High School Studies

Education record