Dominick Montouri
Youngstown
Summary
Professional with extensive financial experience in the industry as well as at Western and Southern. Proven to be effective at building relationships with customers and providing quality service. Successfully lead a team at Globe Life that created new procedures for the operational efficiency of my team, and implemented training programs which have resulted in enhanced customer satisfaction. Skilled at creating financial plans and developing and utilizing sales techniques which has been beneficial to increasing client interaction and retention.
Overview
5
5
years of professional experience
Work History
Financial Representative
Western and Southern
Pittsburgh, PA
10.2024 - Current
- Analyzed client financial needs to recommend appropriate insurance and investment products.
- Developed and maintained strong relationships with clients to ensure satisfaction and retention.
- Educated clients on financial planning strategies to enhance their understanding of services offered.
- Collaborated with team members to streamline processes for improved efficiency in client service delivery.
Supervising Manager
Globe Life
Youngstown, OH
05.2021 - 08.2024
- Led team of agents to enhance operational efficiency and improve sales processes
- Developed training programs to elevate performance and ensure compliance with company standards.
- Implemented quality control measures, resulting in improved customer satisfaction rates.
Education
Bachelor of Science - Business Administration
Youngstown State University
Youngstown, OH05-2026
Skills
- Customer service
- Payment plans
- Relationship building
- Selling techniques
Timeline
Financial Representative
Western and Southern
10.2024 - Current
Supervising Manager
Globe Life
05.2021 - 08.2024
Bachelor of Science - Business Administration
Youngstown State University