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Insurance Producer

To use my customer service ans sales knowledge in a local company.

Licensed Insurance and Retirement producer. I hold a Series 6,63, Maine Life and Health, Property and Casualty.

I provide banking sales solutions for deposit, loan and investment products through 
acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the CE Desktop.
Provide recommendation through completion of a financial road map and seeks opportunities to deliver distinctive financial product solution to clients with a needs based sales approach. 
Along with sales I also provide service assistance to all clients and staff. I ensure compliance with operational, security and audit procedures are policed daily with branch personnel. Participates in and occasionally facilitates daily branch team meetings.

Relationship Manager II (Licensed )

Managing all aspects of the bank, which would include training and coaching of staff, greeting customers, opening accounts, input and close real estate loans, building business account base, and community involvement.

Banking Center Manager

Granting system access to Banking Center associates based on policy and procedure guidelines. I communicate with business partners with system sign on and access problem.

Data Security Analyst

I managed a client base of 400 clients and $110 million dollars. I met with clients to deepen relationship with the bank. Uncover opportunities within person meetings which may range from deposits, credit or investments. (Series 6 Investment

Premier Client Manager

Managing all aspects of the bank, which would include training and coaching of staff, greeting customers, opening accounts, processing loans, building business account base, and community involvement.

Daily management of the stores staff, sales and operations. Including sales, customer service, displays, replenishment of need merchandise and book sales events with contacts.

Store Manager

Allocation of Men’s and Women’s footwear to Bass retail stores, use of Island Pacific, MMS and Arthur Allocation, communication with stores, working with buyers to develop store assortments, product reorders by size, based of selling trends. Develop men’s footwear assortment for web site and reorder and replenish inventory on as need basis.

Men’s and Women’s Store Planner

Managed a staff of up to twenty-five employees, in a multi-million dollar retail store. Responsible for sales figures for store and employees. Conduct sales and customer service training weekly. Purchase product for the store. Keep accurate and current inventory records. Control budget for store, including payroll, scheduling, over and shorts in cash.

Manager

Find out detailed information about Jason Pooler, Insurance Producer in North Waterboro, ME

Jason Pooler: Insurance Producer in North Waterboro, ME

Jason Pooler

Horace Mann Insurance Co

Horace Mann Insurance Co

KeyBank

Bank of America

Bank of America

Bank of America

Bank of America

Allen Edmonds Shoe Company

G.H. Bass

Lamey Wellehan

South Portland High School

Southern Maine Technical College