Jason Canady

Jason Canady Email and Phone Number

BDR Manager @ RE:WORK TRAINING
Chicago, IL, US
Jason Canady's Location
Greater Chicago Area, United States
About Jason Canady

I wear two hats with a singular mission: empowering individuals to achieve their dreams, whether in their careers or their finances.As the BDR Manager at Re:Work Training, I guide job seekers to approach their job search as a business development role, equipping them with the tools, skills, and mindset to land their dream job. By coaching on interviewing techniques, strategic task completion, and self-advocacy, I help individuals unlock their potential and confidently step into their next opportunity.On the financial side, I lead Canady Financial Group, where I specialize in helping create more retirement incomeIf you are like many of my clients, you are busy. You might even be caught up in the whirlwind of life, thinking, “I’ll get to retirement planning sooner or later”?Maybe you’ve made some investments, you have contributed to your 401k or your brokerage account, but deep down, you know there are crucial pieces missing from your plan. You know that retirement planning involves more than just trying to get the highest rate of return.You need a plan to replace your income, lower your taxes, decrease market risk, protect your money in the event of a health scare, and make sure all your wishes are carried out even if something happens to you.Clients find me when they:✅ Want to retire several years earlier✅ Want to know how much they need to be comfortable in retirement✅ Want to guarantee the safety of their investment principal✅ Want to reduce their lifetime tax bill✅ Want to have access to their money instead of having it locked away until 65You likely have noticed that the landscape has changed? Are you tired of putting all of your energy into:❌ Protecting your hard-earned savings from market risk❌ Removing the IRS from being the primary recipient of your savings❌ Worrying what will happen to your income and family if you get sick, disabled, or injured❌ Listening to traditional advice that stopped working a long time agoIf you would like to chat about finance, send me a message here on LinkedIn or schedule a quick 15 minute chat where we can talk.Cell or text: (312) 465-5990Email: Jc@canadyfinancial.comCalendar Link: https://www.talkwithjcan.com/coffee-chat-calendarIf you are trying to make the transition into tech sales and you want to connect you can message me here too!

Jason Canady's Current Company Details
RE:WORK TRAINING

Re:Work Training

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BDR Manager
Chicago, IL, US
Jason Canady Work Experience Details
  • Re:Work Training
    Bdr Manager
    Re:Work Training
    Chicago, Il, Us
  • Re:Work Training
    Bdr Manager
    Re:Work Training Mar 2024 - Present
    Chicago, Illinois, United States
    re:WORK TRAINING, a 501(c)3 nonprofit organization, is creating workplaces that reflect the diversity of our neighborhoods.
  • Canady Financial Group
    Owner/Founder
    Canady Financial Group Sep 2013 - Present
    Chicago, Illinois, United States
    In a lot of ways tradition financial planning has failed. Instead of increasing risk by chasing a rate of return or by trying to beat the stock market we strive to help our clients through proper asset allocation. We show them how to protect what they have and minimize taxes and a host of other risks that could reduce their retirement income. Whether you are trying to save for emergencies, prepare for retirement, save for college, protect your family from the "what if's", or just get your life into financial balance we can help.
  • American Benefits Exchange
    Retirement Advocate. Insurance Advisor
    American Benefits Exchange Sep 2013 - Present
    Greater Chicago Area
    My partnership here opened the door for me to be a business owner. From hustling to get things off the ground to navigating the ups and downs, starting a business helped me hone and develop new skills My passion for serving my clients helped me to persevere through the dark moments. I made it my mission to understand their needs inside out and deliver solutions that met those needs. I learned to embrace change, stay agile, and keep evolving to stay ahead of the game.We provide retirement education through video, in person workshops and email newsletters for free
  • U.S. Bank
    Banker
    U.S. Bank May 2016 - Mar 2017
  • Chase
    Small Business Specialist/ Personal Banker/ Registered Representative
    Chase Apr 2009 - Aug 2013
    1910 E 95Th
    While working at Chase building solid relationships was key. I made sure clients felt valued and understood. That led to a bunch of them sticking around and being happy with the service they got from me. I surpassed sales targets not by bugging clients with products they didn't really want but by asking questions, actively listening and by really understanding what the client needed. Then I showed them how our products could make their lives easier. Plus, I kept an eye on the market to spot any new opportunities we could dive into. When complex problems came up I was right there, finding solutions and smoothing out any bumps in the road. Clients knew they could count on me to sort things out, even when it seemed complicated. As a result of this I was promoted twice in a 2 year span, I received rewards for exceeding sales targets and for providing exelent service. I was a Year-over-year top 10 producer. I was entrusted to temporarily manage the sales team at aChase branch for 3 months and I increased sales by 30%.
  • Fifth Third Bank
    Ssr
    Fifth Third Bank Feb 2008 - May 2009
    I starting my banking career here. I thought being a bank teller was just about handling transactions but it was about much more than that. It was about building relationships and and providing the best service to customers day in and day out. I got to know our regulars by name, made them feel valued and understood. As a result of this in about six months I was allowed to start handling assignments that would normaly be assigned to personal bankers.

Jason Canady Skills

Microsoft Office Management Microsoft Excel Microsoft Word Research Powerpoint Sales Leadership Training Life Insurance Retirement Planning Retirement Projections Insurance Planning Public Speaking Strategic Planning Small Business Finance Insurance Financial Services Banking Iras

Jason Canady Education Details

  • Kenwood Academy High School
    Kenwood Academy High School

Frequently Asked Questions about Jason Canady

What company does Jason Canady work for?

Jason Canady works for Re:work Training

What is Jason Canady's role at the current company?

Jason Canady's current role is BDR Manager.

What schools did Jason Canady attend?

Jason Canady attended Kenwood Academy High School.

What skills is Jason Canady known for?

Jason Canady has skills like Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Powerpoint, Sales, Leadership, Training, Life Insurance, Retirement Planning, Retirement Projections.

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