Financial Advisor
CurrentFinancial Advisor | Life Insurance | SmartVestor Pro | Coach
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Jason Johnson is listed as Financial Advisor at SmartPro Financial, a with 58 employees, based in Buckeye, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Jason Johnson.
Jason Johnson previously worked as Resolution Manager at Charles Schwab and Financial Services Professional/eServices at Charles Schwab. Jason Johnson holds High School Diploma, High School Studies from Billerica Memorial High School.
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- 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)
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United States
Financial Advisor | Life Insurance | SmartVestor Pro | Coach
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
Other employees you can reach at smartprofinancial.com. View company contacts for 58 employees →
Oscar U.
Colleague at Smartpro FinancialMetro Jacksonville, United States
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Shannon Wyatt
Colleague at Smartpro FinancialBoiling Springs, South Carolina, United States
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Chloe Foster
Colleague at Smartpro FinancialBradenton, Florida, United States
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Jason Dockery
Colleague at Smartpro FinancialCharlotte, North Carolina, United States
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Brian Wheeler
Colleague at Smartpro FinancialCharlotte, North Carolina, United States
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Angel M. Ramirez, Mba
Colleague at Smartpro FinancialGreenville-Spartanburg-Anderson, South Carolina Area, United States
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JD
James Desmond
Colleague at Smartpro FinancialBradenton, Florida, United States
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Landis Limon
Colleague at Smartpro FinancialRaleigh, North Carolina, United States
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Alicia Sanchez
Colleague at Smartpro FinancialSan Diego County, California, United States
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Sherry Maynard
Colleague at Smartpro FinancialCookeville, Tennessee, United States
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Quick answers generated from the profile data available on this page.
Jason Johnson works for SmartPro Financial.
Jason Johnson is listed as Financial Advisor at SmartPro Financial.
Jason Johnson is based in Buckeye, Arizona, United States while working with SmartPro Financial.
Jason Johnson has worked for Smartpro Financial, Charles Schwab, Edward Jones, Merrill Edge, and Usaa.
Jason Johnson's colleagues at SmartPro Financial include Oscar U., Shannon Wyatt, Chloe Foster, Jason Dockery, and Brian Wheeler.
You can use AeroLeads to view verified contact signals for Jason Johnson at SmartPro Financial, including work email, phone, and LinkedIn data when available.
Jason Johnson holds High School Diploma, High School Studies from Billerica Memorial High School.
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