Financial Professional
- Taught clients how to build sustainable budgets
- Advertised and marketed services
- Received AHIP certification
- Recommend needs-based insurance plans
Dec 2023 - Jun 2024
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Jared Key Email & Phone Number
Aspiring CPA & CFP
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 71%
Role
Aspiring CPA & CFP
Location
Acworth, Georgia, United States
Who is Jared Key? Overview
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Quick answer
Jared Key is listed as Aspiring CPA & CFP based in Acworth, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jared Key.
Jared Key previously worked as Financial Professional at American Heritage Financial, Llc and Insurance Account Manager at State Farm ®. Jared Key holds Bachelor Of Business Administration - Bba, Finance And Accounting from Kennesaw State University.
Profile bio
About Jared Key
Throughout my working experiences, I have realized that my true passion lies in helping people. This realization has guided my decision to seek my next position with a fee-only firm, where I can provide unbiased, client-focused financial advice.In 2023, I committed to pursuing a career as a Certified Financial Planner (CFP). Currently, I am working towards my B.B.A. in Finance and Accounting at Kennesaw State University, with an expected graduation date of December 2026. These degrees will fulfill part of the education requirements for my CFP designation and meet the required hours needed for the CPA. Following my undergraduate studies, I plan to further my education by obtaining a Master's in Financial Planning from the University of Georgia while working as a Personal Tax Consultant for a financial firm. Upon completion of the Master's degree, I will meet the additional education requirements necessary to sit for the CFP exam and further equip me with the knowledge and skills to make meaningful impacts on my client's financial futures.I am enthusiastic about the opportunity to apply my education and passion for financial planning in a setting that prioritizes the best interests of clients and build upon the hours needed to qualify for the CPA and CFP designations. If your firm sounds like the right home for me, please do not hesitate to reach out. I look forward to the opportunities that lie ahead.
7 roles
Jared Key work experience
A career timeline built from the work history available for this profile.
Insurance Account Manager
- Trained team members in sales techniques and product knowledge
- Inbound and outbound call experience
- Obtained a large amount of five-star Google reviews
- Excelled at client retention
Jan 2022 - Nov 2023
Server
- Built relationships with customers
- Personable with the customers
- Learned to increase total sales by upselling
- Became one of the most requested servers
Sep 2020 - Dec 2021
Delivery Driver-Class A
- Safely transported and delivered food-related products
- Complied with customer needs upon delivery
- Constant communication with supervisors and sales representatives
Oct 2017 - Sep 2020
Delivery Merchandiser
- Sold more displays through relationships with managers of accounts
- Unloaded and delivered products to a variety of accounts
- Maintained uniformed appearance of merchandise
- Rotated and stocked product
Feb 2015 - Oct 2017
Grocery Manager
- Oversaw store operation in absence of Store Manager and Co-Manager
- Assisted customers with any questions or complaints
- Maintained inventory in the grocery department
- Led team of grocery stockers
Aug 2014 - Feb 2015
Customer Service Manager
- Managed front-end of the store
- Maintained tobacco and candy inventory
- Facilitated staff and incoming staff
- Responsible for deposits
Feb 2014 - Aug 2014
2 education records
Jared Key education
Bachelor Of Business Administration - Bba, Finance And Accounting
High School Diploma
Glascock County High School
FAQ
Frequently asked questions about Jared Key
Quick answers generated from the profile data available on this page.
What is Jared Key's role at their current company?
Jared Key is listed as Aspiring CPA & CFP.
Where is Jared Key based?
Jared Key is based in Acworth, Georgia, United States.
What companies has Jared Key worked for?
Jared Key has worked for American Heritage Financial, Llc, State Farm ®, Taqueria Tsunami, Sysco Atlanta, and Coca-Cola Bottling Company United, Inc..
How can I contact Jared Key?
You can use AeroLeads to view verified contact signals for Jared Key, including work email, phone, and LinkedIn data when available.
What schools did Jared Key attend?
Jared Key holds Bachelor Of Business Administration - Bba, Finance And Accounting from Kennesaw State University.
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