John Shaffer
Annuity Dynamic Sales Support Specialist at M&O Marketing- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Virgina Notary Public
Northwest Financial Advisors LLCJan, 2022- Nov, 2024 -
Life Accident Health Producer License
Northwestern MutualJan, 2023- Nov, 2024 -
Active Secret Clearance
Northwest Federal Credit UnionMay, 2018- Nov, 2024
Experience
-
M&O Marketing
-
United States
-
Advertising Services
-
1 - 100 Employee
-
Annuity Dynamic Sales Support Specialist
-
Mar 2023 - Present
• Helped exceed sales goals by over 20 million last quarter. ($280.5 Million Total in premiums) • Responsible for running annuity product illustrations, creating data charts with correct parameters, retrieving annuity information from carriers, and fulfilling other requests for hundreds of financial advisors all across the nation in an accurate & timely matter. • Communicate product knowledge & product recommendations to help advisors find a match for their clients through phone and email. • Helped exceed sales goals by over 20 million last quarter. ($280.5 Million Total in premiums) • Responsible for running annuity product illustrations, creating data charts with correct parameters, retrieving annuity information from carriers, and fulfilling other requests for hundreds of financial advisors all across the nation in an accurate & timely matter. • Communicate product knowledge & product recommendations to help advisors find a match for their clients through phone and email.
-
-
-
Northwestern Mutual
-
United States
-
Financial Services
-
700 & Above Employee
-
Client Service Representative / Marketing Associate
-
Nov 2022 - Jan 2023
• Passed exam & obtained Life, Accident, and Health Producer License. Recieved salary increase. • Worked on excel frequently to clean up old client data. Updated and consolidated client lists for supervisor • Passed exam & obtained Life, Accident, and Health Producer License. Recieved salary increase. • Worked on excel frequently to clean up old client data. Updated and consolidated client lists for supervisor
-
-
-
Northwest Financial Advisors LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Client Service Assistant
-
Jul 2021 - Sep 2022
• Report to 3 Senior Wealth Advisors and perform administrative tasks such as: Opening accounts, transferring money, beneficiary, and other account updates. • Set up annual reviews for clients with financial advisors. Brought in an additional $500,000 worth of investments through calls. Reached out to members who have been dormant to make them more active with our firm. • Communicate with other financial firms so client requests can be completed. • Report to 3 Senior Wealth Advisors and perform administrative tasks such as: Opening accounts, transferring money, beneficiary, and other account updates. • Set up annual reviews for clients with financial advisors. Brought in an additional $500,000 worth of investments through calls. Reached out to members who have been dormant to make them more active with our firm. • Communicate with other financial firms so client requests can be completed.
-
-
-
Northwest Federal Credit Union
-
United States
-
Banking
-
200 - 300 Employee
-
Card Specialist II
-
Apr 2020 - Jul 2021
• Research Analyst for credit cards at other banks, credit unions, and financial institutions. Report findings to Executives and Management. Used excel frequently with these projects.• Handled escalated phone calls from upset members assigned by Team Lead• Apart of a Team of 8-10 employees that handled all Debit & Credit Card requests for the Credit Union ranked in the top 50 largest national financial institutions• Assist and monitor Card Specialist 1s with their tasks
-
-
Card Specialist
-
Nov 2018 - Apr 2020
• Software Tester for Several Projects such as Online Banking Website, New Card Control App, Credit Card Instant Issue Testing, Etc. • Analyze, gather, and report data on Northwest Card Ancillary Products to Executives and Management monthly. Used excel frequently with these requests. • Fulfill member requests in a timely basis such as card updates, statements, balance transfers, authorized users, fraud, disputes, account research and other miscellaneous requests.
-
-
Member Service Representative
-
Aug 2017 - Oct 2018
• Accurately and efficiently process a variety of transactions for members such as deposits, withdrawals, loan payments, etc. based on NWFCU policies• Deliver a high standard of Customer Service for Northwest Members and For Shared-Branch Members to deepen member relationships• Commissioned as a Virginia Notary Public (Exp. Jan 2026)
-
-
-
Herndon United Methodist Church
-
Herndon, Virginia
-
Director of Contempoary Worship
-
Sep 2016 - Oct 2018
• Coordinate And Manage Weekly Service • Direct Musicians And Singers In Music Selection (Group of 7-10) • Recruiter For Musicians And Other Volunteers For The Service • Set up sound and presentation equipment weekly • Coordinate And Manage Weekly Service • Direct Musicians And Singers In Music Selection (Group of 7-10) • Recruiter For Musicians And Other Volunteers For The Service • Set up sound and presentation equipment weekly
-
-
-
Music & Arts
-
Musicians
-
700 & Above Employee
-
Senior Sales Associate/ Graduate Manager in Training
-
Jun 2015 - Jul 2017
• Promoted to Management Training based on Sales Quotas, Operation Knowledge, Assisting newer employees • Sales Representative for Specialized Musical Instruments & Music Accessories • Planned and participated in events both on-site and at other areas such as local schools to generate awareness and sales • Consistently Updating Inventory on In-Store Products • Engage With Customers In-Store and Over the Phone to Meet Sales Goals • Promoted to Management Training based on Sales Quotas, Operation Knowledge, Assisting newer employees • Sales Representative for Specialized Musical Instruments & Music Accessories • Planned and participated in events both on-site and at other areas such as local schools to generate awareness and sales • Consistently Updating Inventory on In-Store Products • Engage With Customers In-Store and Over the Phone to Meet Sales Goals
-
-
-
STACHE MEDIA
-
Advertising Services
-
1 - 100 Employee
-
"Stache Lifestyle Rep"
-
Jan 2015 - May 2015
• Campus Promoter For East Carolina University • Assigned Projects To Promote Artists Through Social Media, Flyers, Posters, Etc. • ‘Stache Media/Red Distribution Is A Division Of Sony Music • Campus Promoter For East Carolina University • Assigned Projects To Promote Artists Through Social Media, Flyers, Posters, Etc. • ‘Stache Media/Red Distribution Is A Division Of Sony Music
-
-
-
-
Sales Associate
-
Aug 2014 - Jan 2015
• Assist Customers With Buying Specialized Musical Instruments & Music Accessories • Order And Ship Music Instruments, Accessories, And Other Products To Customers • Assist Customers With Buying Specialized Musical Instruments & Music Accessories • Order And Ship Music Instruments, Accessories, And Other Products To Customers
-
-
-
Potbelly Sandwich Works
-
United States
-
Restaurants
-
700 & Above Employee
-
Musician
-
May 2013 - Aug 2013
• Weekly Performance • Artists Covered Include But Not Limited To; Billy Joel, Coldplay, Elton John, The Beatles, Etc. • Weekly Performance • Artists Covered Include But Not Limited To; Billy Joel, Coldplay, Elton John, The Beatles, Etc.
-
-
-
Genghis Grill
-
United States
-
Restaurants
-
200 - 300 Employee
-
Server
-
May 2013 - Aug 2013
• Assist Customers With Ordering Food And Drinks • Responsible For An Average Of 7 Tables That Hold 4-7 People • Also worked from May 2012- August 2012 • Assist Customers With Ordering Food And Drinks • Responsible For An Average Of 7 Tables That Hold 4-7 People • Also worked from May 2012- August 2012
-
-
Education
-
2011 - 2015
East Carolina University
Bachelor's Science Business Administration, Marketing & Supply Chain Management -
Biola University
Certificate of Study, Christian Apologetics -
Liberty University
Certificate, Worship & Music
Community
