Jordan Worley

Sales and Marketing Consultant at Advanced Plan Designs, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Springfield, Missouri, United States, US
Skills

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Bio

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Experience

  • Advanced Plan Designs, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sales and Marketing Consultant
      • Jan 2018 - Present

      My key responsibilities are to ensure a streamlined approach of bringing a prospective plan through the sold case process and finally through the conversion. I also create and maintain APD’S relationships with advisors and clients while supporting the director of sales & marketing and assists in creating a proactive marketing approach that is in line with APD’S mission and vision.

    • 401(k) Distribution Specialist
      • Jan 2012 - Present

  • Zumiez
    • United States
    • Retail
    • 700 & Above Employee
    • Assistant Manager
      • Jan 2010 - Dec 2011

  • Lids
    • United States
    • Retail
    • 700 & Above Employee
    • Sales
      • Sep 2008 - Dec 2010

Education

  • Ozarks Technical Community College
    Associate's degree, Accounting and Finance
    2012 - 2014
  • Cherokee Trail High

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