Experience

FirstPurpose Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jan 2020 - Present

  Orem, UT, United States

• Wealth Advisor

  • Sep 2016 - Jan 2020

  Orem, UT

• Associate Financial Advisor

  • May 2014 - Sep 2016

  Orem, UT

• Paraplanner

  • Aug 2013 - May 2014

  Orem, Utah LJCooper Wealth Advisors is a Branch Office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA (www.finra.org)/SiPC Third-party posts that appear on this social media site have not be reviewed or approved by DFPG Investments, Inc. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of DFPG Investments, Inc. or its… Show more LJCooper Wealth Advisors is a Branch Office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA (www.finra.org)/SiPC Third-party posts that appear on this social media site have not be reviewed or approved by DFPG Investments, Inc. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of DFPG Investments, Inc. or its representatives.



Nu Skin

• United States
• Retail Health and Personal Care Products
• 700 & Above Employee

• Account Manager

  • Jul 2011 - Aug 2013

  Provo, Utah Area -Specialize in compensation, commissions, and business modeling strategies; Educate clients on maximizing commissioned earnings to create leveraged income by providing company tools and financial accelerators information -Coach independent distributors via phone and computer on business strategies -Proactive role in upselling to regional leaders to stimulate revenue -Set goals with and evaluate progress on distributor and executive accounts -Demonstrated superior compensation plan… Show more -Specialize in compensation, commissions, and business modeling strategies; Educate clients on maximizing commissioned earnings to create leveraged income by providing company tools and financial accelerators information -Coach independent distributors via phone and computer on business strategies -Proactive role in upselling to regional leaders to stimulate revenue -Set goals with and evaluate progress on distributor and executive accounts -Demonstrated superior compensation plan knowledge, coaching experience, and customer support relations skills

• Customer Support Info Lead

  • May 2010 - Aug 2013

  Provo, Utah Area -Help lead and manage customer support representatives -Provide trainings and presentations to department on skills improvement and department strategies -Given special assignment to audit North American integrated promotions; Interact directly with Regional Marketing to oversee and execute promotions; Personally handled auditing process and submissions to marketing, which required searching individual distributor accounts and monitoring activity and benchmark requirements