Jack Dawson
Cedartown,GA
Summary
Efficient and conscientious, bringing strong organizational skills and keen eye for detail. Proficient in teamwork, task management, and ensuring high-quality results. Solid work ethic drives commitment to completing tasks quickly with minimal errors. Seeking to contribute as Team Member with relevant skills in collaboration and effective problem-solving.
Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Professional
Bankers Life
05.2025 - Current
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Utilized CRM software to manage client relationships.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Generated quotes and proposals for clients to match individual needs.
- Designed presentations and marketing materials to promote insurance products.
- Built and maintained relationships with clients to support satisfaction.
- Set appointments with prospective clients to present suitable insurance packages.
- Followed up with clients to determine satisfaction with received services.
- Presented financial plans and investment recommendations to clients.
GRADUATE ASSISTANT COACH
Jax State Football
01.2025 - 05.2025
- Coordinated with other coaches in order to provide an integrated approach to athletic instruction.
- Provided constructive feedback to athletes regarding their individual strengths and weaknesses.
- Instructed players on proper nutrition habits as well as safety guidelines associated with playing sports.
- Exhibited exceptional leadership skills in managing teams of different sizes and abilities.
- Attended various meetings related to athletics program management and development.
- Employed advanced coaching methods while teaching fundamentals of sport specific skills.
- Adeptly monitored student-athletes academic progress, ensuring compliance with NCAA regulations.
- Fostered a culture of respect among players by providing guidance on appropriate behavior both on and off the field, court.
STUDENT ATHLETE
Jax State Football
01.2021 - 12.2024
- Contributed positively to team morale through positive reinforcement techniques.
- Maintained a positive attitude while competing under pressure.
- Incorporated innovative ideas into daily practice plans that improved overall performance.
- Consistently achieved superior results in physical fitness tests designed to measure strength, endurance, and flexibility.
- Adapted quickly to changing situations during games or competitions.
- Demonstrated strong organizational skills, maintaining clear schedule and staying focused on goals.
- Employed critical thinking skills when analyzing opponent's strengths and weaknesses prior to competition.
- Analyzed game footage to identify areas of improvement and develop strategies for success.
- Maintained positive attitude, embraced constructive criticism, and consistently strived to improve.
- Managed time effectively between sports commitments, school work, and other obligations.
- Successfully managed multiple tasks simultaneously while maintaining high standards of excellence and integrity.
- Demonstrated leadership qualities by setting an example for others to follow in practice and competition.
BAR TEAM LEADER
Doncaster Hotel
04.2019 - 05.2020
- Implemented cost-saving measures to reduce waste and increase profitability of the bar.
- Encouraged teamwork amongst staff members by creating an atmosphere where everyone felt comfortable working together towards common objectives.
- Planned special events such as happy hours or promotional activities for the bar area.
- Maintained accurate records of employee attendance, performance reviews, timecards.
- Provided guidance and support to bar staff on operational procedures and customer service expectations.
- Assisted bartenders with difficult orders or requests by customers when necessary.
- Conducted weekly inventory of liquor, beer, wine, glassware and other supplies needed for smooth operation of the bar.
- Inspected equipment and supplies regularly to maintain quality standards in the bar area.
- Analyzed data from POS system reports to identify trends in sales and adjust staffing accordingly.
BAGGAGE HANDLER
Qantas
01.2018 - 03.2019
- Developed strong organizational skills while ensuring accuracy throughout entire process.
- Exercised good communication skills with colleagues while performing duties on the job.
- Operated conveyor belts, carts, dollies, pallet jacks and other equipment as required.
- Provided assistance to passengers regarding lost or misplaced luggage items.
- Liaised with ground staff, pilots, flight attendants and other personnel for efficient service delivery.
- Reported any issues or discrepancies related to baggage immediately to supervisors.
- Demonstrated exceptional problem solving abilities when resolving customer complaints.
- Adhered to safety protocols during the loading and unloading process of bags.
LIFEGUARD
Lifeguard Australia
01.2016 - 07.2017
- Developed strong working relationships with other employees and general public.
- Conducted pool opening and closing duties.
- Communicated effectively with fellow employees and patrons.
- Enforced safety policies and rules to guests to prevent accidents.
- Remained calm and poised during periods of stress or when dealing with difficult people.
- Administered CPR, first aid, AED when necessary.
- Developed strong interpersonal and problem solving skills through customer service experience.
- Paid close attention to weak swimmers and high-risk patrons.
- Attended regularly scheduled staff meetings and trainings.
Education
MASTER OF BUSINESS ADMINISTRATION (M.B.A.) -
Jacksonville State University
Jacksonville, AL12.2026
MASTER OF SCIENCE (M.S.) - SPORTS MANAGEMENT
Jacksonville State University
Jacksonville, AL04.2025
Bachelor of Science - FINANCE
Jacksonville State University
Jacksonville, AL12.2023
Skills
- Skill development
- Motivational techniques
- Performance analysis
- Interpersonal relationships
- Team motivation
- Verbal and written communication
- Strategic planning
- Motivational leadership style
- Constructive feedback
- Recruitment strategies
- Data analysis
- Equipment management
- Logistics coordination
- Service upselling
- Product sales
- Business development
- Strategic financial planning
- Debt management
- Economic research
- Financial services
- Asset allocation
- Financial product sales
- Portfolio management
Certification
- Licensed in Life and Health Insurance
Timeline
Financial Professional
Bankers Life
05.2025 - Current
GRADUATE ASSISTANT COACH
Jax State Football
01.2025 - 05.2025
STUDENT ATHLETE
Jax State Football
01.2021 - 12.2024
BAR TEAM LEADER
Doncaster Hotel
04.2019 - 05.2020
BAGGAGE HANDLER
Qantas
01.2018 - 03.2019
LIFEGUARD
Lifeguard Australia
01.2016 - 07.2017
MASTER OF SCIENCE (M.S.) - SPORTS MANAGEMENT
Jacksonville State University
MASTER OF BUSINESS ADMINISTRATION (M.B.A.) -
Jacksonville State University
Bachelor of Science - FINANCE
Jacksonville State University
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