Jason Wise

About Jason Wise

Mission: Help our families & communities become financially independent, debt-free, and protected long-term.Ask me how to obtain financial freedom, create generational wealth, and endure unforeseen circumstances by protecting your income!Primerica Financial Services: Debt Consolidation, Life Insurance, Home & Auto Insurance, Home Security, Legal Services, Identity Theft Services; Securities, Retirement, and College Savings Accounts (529, UGMA, UTMA); and equivalent Small Business Applications!More about Primerica:*Business started in 1977.*Listed on the New York Stock Exchange -*PRI**Over 7 million clients!*Forbes\' Honors-America\'s Most Trustworthy Financial Companies (Forbes, 2015)-Primerica named to Fortune (Forbes, 2020)*Over associates earn $50k per year.*Over associates earn $100k per year.*Over 100 associates earn $1M per year!

Experience

1. Financial Educator

   Primerica

   Apr 2018 — Present · Brooklyn, NY, US

   Maintain clients\' investment portfolios, including Life Insurance, Home-Automobile & Legal Protection, and Debt Consolidation.• Organize meetings to procure prospective clients, representatives, and investors.• Informally recruit prospective representatives to enhance the financial portfolios and expand the business profiles of both the representative and the company.• Proactively study sales, finance, recruitment, and closing training tools via online databases & applications, conference calls, auditorium seminars, and sales retreats.• Inform team members about daily assignments, compliance needs, and company updates.• Coordinate company events effectively, utilizing logistics and computer software.• Assign team members to support roles in meetings and events.• Recruit team members and clients in both warm and cold markets.• Life Insurance Agent, licensed in New York State.

Education

• City University of New York-College of Staten Island

  Bachelor of Science (B.S.)

• Careerist Academy

  Software QA Engineering

• Perth Resumé

  Professional Resumé Writing

• Pupil Transportation Safety Institute

  School Bus Driver Instructor Training

• Brooklyn College

  Liberal Arts; Pre-Engineering

• Western Suffolk BOCES

  NY State 19A Cerfitied Examiner Training

Skills

• Transportation Management
• Account Reconciliation
• Published Contributing Writer
• Customer Service
• Dot Compliance
• Accurate Record Keeping
• Supervision
• Accident Investigation
• License Examination
• Data Entry
• Advertising Graphic Artist
• Interpersonal Communication Abilities
• Public Speaking
• Claim Investigation
• Microsoft Access
• Microsoft Word
• Training
• Accurate Data Entry
• Report Writing Skills
• Inventory Management
• Access
• Mobile Patrol
• Financial Reporting
• Html
• Advertising Creative / Art Director
• Risk Management
• Policy
• Powerpoint
• Microsoft Excel
• Dispatching
• Outlook
• Commercial Driving
• Workplace Safety
• Creative Writing
• Classroom Instruction
• Microsoft Office
• Fta Drug Testing Regulations
• Job Evaluation
• Advertising Copywriter
• Transportation