2017 -
2018 Financial Services Professional and eServices @
2014 -
2017 Insurance Specialist II @
2014 -
2014 Ownership Transition Team - Estates and Divorce Case Manager @
2013 -
2014 Wealth Management Service and Implementation Specialist @
2011 -
2014 Specialized Member Services Representative @
2011 -
2011 Operations - Schwab Estate Services @
2010 -
2011 Credit Counselor @
2010 -
2011 Self-Employed Agent @ Capital Choice Financial Services
2008 -
2010 Member Advice and Solutions Level III Rep @
2004 -
2008 New Member Solutions Senior Representative @
2002 -
2004 Shipment Inquiry Team Leader @
2001 -
2002 Activations Team Leader @
1998 -
2001 Sales Support and Customer Retention Group @
Jason Johnson Education
Billerica Memorial High School
High School Diploma (High School Studies)
1992
-
1996
Rio Salado
Jason Johnson Skills
Customer Service
Microsoft Office
Customer Satisfaction
Supervising
Customer Retention
Strategic Financial Planning
Customer Experience
Personal Finance
Mutual Funds
Call Center
Project Management
Banking
Financial Planning
Credit Counseling
Investments
Sales
Finance
Business Process Improvement
Call Centers
Term Life Insurance
Team Leadership
Fixed Annuities
Microsoft Word
Insurance
Universal Life
Investment Brokerage
Whole Life
Uniform Combined State Law
Series 7
Credit
Licensing
Series 66
Teamwork
Process Improvement
Property and Casualty Insurance
Jason Johnson Summary
Jason Johnson, based in Ward, AR, US, is currently a Financial Advisor at SmartPro Financial. Jason Johnson brings experience from previous roles at Charles Schwab, Edward Jones and Merrill Edge. Jason Johnson holds a 1992 - 1996 High School Diploma in High School Studies @ Billerica Memorial High School. With a robust skill set that includes Customer Service, Microsoft Office, Customer Satisfaction, Supervising, Customer Retention and more. Jason Johnson has 2 emails and 1 mobile phone numbers on RocketReach.
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