Jacob Daniels
Retail Ambassador
Hamburg
Summary
With my open and engaging personality, I excel at quickly establishing connections and transforming them into long-term customer relationships. I have a keen eye for sales and service processes, and I communicate clearly and effectively with both colleagues and clients in a team-oriented manner. My background in finance equips me with the skills to synthesize financial information and provide daily business support using Excel.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Retail Brand Ambassador
Allbirds {www.allbirds.de}
5 2023 - Current
- Communicated in a concise manner all facets of what makes the Allbirds brand unique, such as the manufacturing process, company ethos, and the differentiating benefits of Allbirds products.
- Exceeded sales targets by providing personalized assistance and product recommendations in both English and German.
- Achieved repeat business from satisfied customers, demonstrating the effectiveness of relationship-building techniques employed while representing the brand.
Head Basketball Coach
S.C Ottensen {Https://www.scottensen.de/basketball}
02.2023 - Current
- Crafted practices that tailored to the development of the team and players.
- Managed the playing time and development of a team with twenty-two players from seven different countries.
- Reviewed backgrounds and skills of potential players and coaches and initiated recruiting strategies to bring fresh talent to the team.
- Formulated strategic, in-game decisions to adapt to the flow of games.
Associate Financial Service Professional
Charles Schwab & Co {www.schwab.com}
03.2021 - 08.2022
- Answered client calls about brokerage accounts, individual retirement accounts (IRAs), and other Charles Schwab products.
- Maintained a client satisfaction score between 95%-99%, placing in the top 5% of all Financial Professionals company-wide.
- Performed money movement transactions such as ACH payments, check requests, and internal account transfers. Persuaded potential clients about the benefits of Charles Schwab and the advantages of changing brokers.
- Assisted in solving complex client issues in a timely and orderly manner through research and collaboration with members of other departments.
- Mitigated fraud and risk by reviewing transactions, educating clients, and detecting potential fraudulent callers.
Campaign Field Manager
Indiana Senate Majority Campaign Committee {www.ballotpedia.org/Indiana_State_Senate_District_35}
08.2020 - 01.2021
- Field Manager for Senator Mike Young’s successful re-election campaign, where we secured 58% of the total vote.
- Placed over 8,000 voter identification calls to obtain necessary campaign data, as well as to persuade undecided voters through conversation about the candidate’s platform.
- Recorded a survey take rate of 10.3 percent, higher than any other campaign of the election cycle.
- Recruited and managed a team of volunteers to assist with placing survey calls, door knocking, and putting up yard signs.
Research Intern
Sagamore Institute {www.sagamoreinstitute.org/liberia-rising}
09.2019 - 08.2020
- Researched and wrote the introduction, conclusion, sports, and agricultural sections of a monograph on Liberia.
- Contributed to Marketplace Liberia, a publication detailing the Institute's work in Liberia, by analyzing the impact of B Corporations in Africa.
- Compiled a research brief on Singapore's economic, social, and political growth from 1965 to the present.
Education
Bachelor of Arts - History, International Relations
IUPUI
Indianapolis, IN 01.2018 - 08.2020
Finance And Philosophy
Butler University
Indianapolis, IN 08.2015 - 05.2017
Skills
1Customer Orientation: In interactions with my customers, I put a great onus on understanding their needs and providing concise, customer-centric solutions
2Negotiation Skills: I have firsthand experience as to how crucial the ability to conduct sales conversations and negotiate with clients is
3Product Knowledge: I strive to always build a deep and concrete understanding of the products or services that I am selling in order to answer customer inquiries and build trust
4Problem-Solving Skills: I take pride in working hard to quickly address customer concerns, as it is crucial for ensuring customer satisfaction and retention
Volunteer Work
- Taught Bible study to adults with intellectual disabilities, providing tailored lessons and support.
- Coached high school basketball, developing players’ skills and leading the team to competitive success.
- Served as a youth summer camp counselor, organizing activities and fostering personal growth among campers.
Timeline
Head Basketball Coach
S.C Ottensen {Https://www.scottensen.de/basketball}
02.2023 - Current
Associate Financial Service Professional
Charles Schwab & Co {www.schwab.com}
03.2021 - 08.2022
Campaign Field Manager
Indiana Senate Majority Campaign Committee {www.ballotpedia.org/Indiana_State_Senate_District_35}
08.2020 - 01.2021
Research Intern
Sagamore Institute {www.sagamoreinstitute.org/liberia-rising}
09.2019 - 08.2020
Bachelor of Arts - History, International Relations
IUPUI
01.2018 - 08.2020
Finance And Philosophy
Butler University
08.2015 - 05.2017
Retail Brand Ambassador
Allbirds {www.allbirds.de}
5 2023 - Current
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