Jon Milner Email & Phone Number

Salt Lake City, Ut, Us

Murray, Utah, United States

- Reviewed and analyzed case studies to understand real-world applications of wealth management, enhancing critical thinking and problem-solving skills- Participated in various agency wide trainings on potential investments, gaining valuable insights for asset allocation strategies and risk tolerance approaches- Gained extensive knowledge in client interaction and communication through direct collaboration with firm partners

Riverside, California, United States

- Co-managed door-to-door sales team and led weekly training sessions to enhance sales skills for sales representatives leading to over $1.2M in team sales revenue- Conducted market research in nearby cities to determine most profitable areas leading to an increase of 120% overall in team sales

Provo, Utah, United States

- Performed financial market research, comparing more than 10 companies to drive optimal efficiency and enhance the financial success of the company, resulting in improved performance in the company- Facilitated regular biweekly team coordination meeting, fostering open communication among a team of 5 members, resulting in improved understanding of roles and responsibilities- Collaborated closely with team members and company sponsors to gain deep insights into company needs and goals, leveraging effective communication and analysis to identify and address areas requiring improvement

Charlotte, North Carolina, United States

- Operated as sales team trainer by directing trainings of more than 30 ADT sales representatives aging from 18 to 35- Sold ADT Home security equipment and services to residential customers in regions of North Carolina and generated over $160k in revenue for the company in three months