Jack Glenn
Denver
Summary
Service consultant with a proven track record in customer engagement and satisfaction. Seeking to transition into sales or customer service roles to leverage strong communication and problem-solving skills. Committed to delivering exceptional value and enhancing client relationships through tailored solutions.
Overview
4
4
years of professional experience
Work History
Advisor Service Consultant
Transamerica Retirement Solutions
Denver
09.2025 - Current
- Served as primary contact for financial advisors and 401(k) plan sponsors regarding service inquiries on active group 401(k) plans.
- Educated clients and financial advisors on Transamerica's systems and facilitated product conversions effectively.
- Addressed participant and advisor questions promptly, ensuring clarity and satisfaction.
Sales Desk Associate
Transamerica Retirement Solutions
Denver
03.2024 - 09.2025
- Assisted retirement solutions sales teams with data maintenance in Transamerica's systems.
- Pulled prospecting and sales reports for internal analysis and decision-making.
- Acted as a concierge for financial advisors and 401(k) participants seeking support.
- Gained insight into Transamerica's wholesale model through day-to-day responsibilities.
- Developed technical skills using Salesforce, K-Quote, and BrightScope platforms.
- Employed organization, communication, client service, and time management skills effectively.
- Passed Securities Industry Essentials (SIE), Series 6, Series 63, and Colorado life insurance producer exams.
Logistical Assistant
All About Staging and Design
Denver
03.2023 - 03.2024
- Collaborated with the Head Stager and our clients to stage residential properties in Denver's robust real estate market, enhancing property appeal for professional photos, open houses, and private showings.
- Elevated property appeal for professional photos, open houses, and private showings, contributing to successful sales outcomes.
- Collaborated with staging team to bring clients' visions to life through effective teamwork and communication.
- Coordinated with staging team to execute design concepts cohesively, ensuring alignment with client expectations.
Field Marketer
Boundless, Inc.
Marlborough
06.2022 - 08.2022
- Generated leads that contributed to sales growth for Boundless Inc., a leading U.S. solar company.
- Scheduled solar assessments, informing homeowners about solar energy benefits and options.
- Cultivated sales, customer service, and client support skills to improve client interactions.
Education
Bachelor of Arts - Economics
Roger Williams University
Bristol, RI05-2022
Skills
- Client relationship management
- Customer Service
- Salesforce usage
- Microsoft Excel
- Data analysis
- Microsoft Outlook
- Organizational Skills
- Critical thinking
- Problem solving
- Effective communication
Timeline
Advisor Service Consultant
Transamerica Retirement Solutions
09.2025 - Current
Sales Desk Associate
Transamerica Retirement Solutions
03.2024 - 09.2025
Logistical Assistant
All About Staging and Design
03.2023 - 03.2024
Field Marketer
Boundless, Inc.
06.2022 - 08.2022
Bachelor of Arts - Economics
Roger Williams University