Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Johnathan Vargas

New York City,NY

Summary

Experienced managing director with a successful 10-year track record in the retail industry. Excels in strategic planning, data analysis, and multitasking, driving efficiency and fostering a collaborative work environment. Recognized for effective team leadership and strong communication skills. Adept at building and executing successful business strategies to achieve organizational goals. Proven expertise in developing new prospects and accounts, managing customer relationships, and achieving sales goals as a Financial Services Consultant. Demonstrates dedication to generating customer goodwill and loyalty through the development of key relationships with decision-makers. Consistently increases understanding of customer needs and employs effective business-growth strategies leveraging an extensive network of customer contacts.

Overview

16
16
years of professional experience

Work History

Financial Representative

New York Life Insurance Co
12.2022 - Current
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
  • Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.

Retail Store Manager

Jimmy Jazz
03.2018 - 11.2022
  • Trained team members in successful strategies to meet operational and sales targets.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
  • Assessed sales reports to identify and enhance sales performance, support inventory oversight and capitalize on emerging trends.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
  • Hired, trained and supervised retail team members bringing in $3Million in annual revenue.
  • Increased profit 40% through effective sales training and troubleshooting profit loss areas.

Education

Bachelor of Arts - Accounting

St. Johns University
06.2014

Skills

  • Budgeting and Financial Management
  • Financial Reporting and Analysis
  • Microsoft Office Suite (Word, Powerpoint, Excel)
  • Adobe Creative Suite (Editor, Sketch, Photoshop, Premier)
  • Complex Problem Solving
  • Highly Detail-oriented
  • Superior Time Management
  • Ability to Multitask
  • Advanced Financial Analysis
  • Account and Payroll Management
  • Communication Skills
  • Relationship Building

Languages

Spanish
Full Professional
French
Professional Working

Timeline

Financial Representative

New York Life Insurance Co
12.2022 - Current

Retail Store Manager

Jimmy Jazz
03.2018 - 11.2022

Bachelor of Arts - Accounting

St. Johns University
Johnathan Vargas