Lindsey Jacobs Email & Phone Number

Fort Lauderdale, Fl, Us

Charlotte, North Carolina, United States

New York

I sell variable annuities to over 900 Financial Advisors within New York City, Long Island, Connecticut and Boston branches. Work closely with External Wholesaler to bring in over 350 million dollars in sales in 2020. Proactively call Financial Advisors to share sales ideas, provide product information, investment updates and sales support. Utilize excel to run daily sales reports, update pipeline, and analyze potential opportunities

New York City

I worked with the Tribeca Group, a financial advising team focused on fixed income portfolios. At this Internship, I utilized salesforce and excel to better organize clientele and further analyze different strategies.

Bolingbrook, Il

Southern Glazer's Wine & Spirits is a company that distributes adult beverages worldwide. -Worked with the Category Management team to code over 10,000 data entries into excel -Communicated with the Corporate team to increase sales -Scanned over 15,000 bottles into the computer to analyze the placement of wine and spirits

North Miami, Fl

I worked as the finance intern at Toyota of North Miami. As an intern I learned that Toyota focuses on customer service and helping the client. -Inserted over 500 policies into the computer-Organized over 300 deals sorting through paperwork -Communicated with different employees to solve problems with missing documents

Weston, Florida

I was a part of my high school softball team which is very competitive. We have games from January until April where we learn how to work with a team and compete to make yourself the best person possible. -Learned how to work with a team-Made new friendships and connections-Learned how to work hard and never give up

Miami/Fort Lauderdale Area

Toyota is a car dealership where I worked under the Human Resources department. Throughout this internship I learned about the company and what makes the company so successful. -Learned organizational skills -Developed People skills -Learned about different aspects of the company