Jason Weese Email & Phone Number

Naperville, IL, US

Rolling Meadows, Illinois, United States

• Assist clients with account values of $250,000 - $1 million and build relationships through trust and expertise. Identify current and future client needs making recommendations on how they can maximize their experience.
• Take 20-25 inbound calls per day and assist clients with account needs.
• Identify what pieces of the client’s financial picture are missing and share solutions with the client on how Merrill products can fill those holes.
• Follow-up with business partners as needed to assure client needs are being met.
• Consistently exceed production goals by 150% per quarter.
• Member of Premium Council where we develop new initiatives and see the initiatives through to completion.

Chicago, Illinois, United States

• Established deep client relationships with families helping to identify pre-need protection and provide at-need arrangements while compassionately serving grieving families at difficult times.
• Met with clients to build custom funeral and cemetery services, while ensuring services fit into their budget and delivering our value proposition.
• Focused on relationship development and ensuring a good customer experience by being an expert in product knowledge and troubleshooting any client issues.
• Conducted online sales presentations to educate the clients about services offered.

Naperville, Illinois, United States

• Perform testing of residential property and provide consultation to clients about the levels of Radon in their home.
• Developed and implemented procedure and compliance policies, Quality Assurance Program, which had to be approved by Illinois Emergency Management Agency before operation of business.
• Prospected for new clients, developed and maintained sales relationships with realtors, home inspectors and concerned homeowners to develop a book of business.
• Provided a written service recommendation to clients based on data from Radon testing equipment, offering next step guidance.

Chicago Board Of Trade

• Provide market making and liquidity for exchange listed grain derivative contracts while managing risk exposure, changing market conditions.
• Analyzed commodity markets through fundamental and technical analysis.
• Performed quantitative data analysis on datasets to forecast commodity prices.
• Priced options on futures and searched for favorable trading and hedging opportunities.
• Managed a complex options and futures portfolio, including hedging and risk management activities with a proven track record of success.
• Portfolio management analysis (what if scenarios) were performed daily to research trade ideas and mitigate price risk with the goal of improving trading strategies.