Garret Jackson
Annapolis
Summary
Dynamic Financial Advisor with a proven track record at Annapolis Nissan, excelling in relationship building and investment advice. Expert in cash flow analysis and debt management, I foster client loyalty while implementing strategic financial solutions. Committed to enhancing client satisfaction and driving revenue growth through tailored financial strategies.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Annapolis Nissan
01.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Comptroller
Comptroller of Maryland
12.2024 - 01.2025
- Developed strategic plans for financial growth, aligning with organizational goals and objectives.
- Streamlined financial processes by implementing automated systems, improving efficiency and accuracy.
- Identified cost-saving opportunities with thorough evaluation of operational expenses and vendor contracts.
- Increased revenue generation through careful analysis of market trends, pricing strategies, and product offerings.
Sales Consultant
Koons Toyota
08.2020 - 11.2024
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Responded to telephone and in-person requests for information.
- Stayed knowledgeable on latest Product or Service innovations and technological advancements through continuous training.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Built relationships with customers and community to promote long term business growth.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Education
High School Diploma -
Broadneck High School
1265 Green Holly Dr Annapolis MD Associate Of Business Administration - Business Accountancy
Anne Arundel Community College
Arnold, MDSkills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Financial advising
- Debt management
- Sales and marketing
- Banking
- Cash handling
- Cash flow analysis
- Loans
Timeline
Financial Advisor
Annapolis Nissan
01.2025 - Current
Comptroller
Comptroller of Maryland
12.2024 - 01.2025
Sales Consultant
Koons Toyota
08.2020 - 11.2024
High School Diploma -
Broadneck High School
Associate Of Business Administration - Business Accountancy
Anne Arundel Community College
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