Talented Manager and problem-solver proficient in team building, leading and motivating. Excellent customer service aptitude and relationship building skills. Proficient in communicating and collaborating with colleges to improve operations and the client experience.
Overview
18
18
years of professional experience
Work History
Directing Manager of Relations and Operations
Safe Money Resource/Safe Money Broadcasting
07.2015 - 06.2023
Managed and trained financial advisors with marketing tools to help them establish relationships and write more business.
Accomplished multiple tasks within designated time frame.
Onboarded new employees with training and Safe Money Platform.
Communicated clearly with employees, marketing vendors and financial advisors to keep everyone working toward established business goals and exceeding them.
Recruited financial advisors developing and maintaining relationships with them thereby creating more business for our IMO (Independent Marketing Organization) Safe Money Resource.
Maintained professional demeanor by staying calm and applying problem solving skills when addressing unhappy or angry financial advisors.
Executive Marketing Consultant
Insurance Selling Systems
02.2009 - 07.2015
Sold lead generation campaigns to financial advisors to provide them with qualified leads yielding ten to twenty times gain.
Consulted with financial advisors on business issues and developed strategies to streamline their sales process.
Developed marketing scripts and tools to assist financial advisors in building trust and credibility with their qualified leads.
Maintained continuous records documenting all conversations and training sessions.
Division Sales Manager
Catamount Enterprises, LLC
12.2005 - 02.2009
Interviewed, hired, and trained sales personal for four Rexair E2 Series distributors, located in NJ, PA, and MD.
Exceeded sales goals for all distributors affiliated with main company by restructuring sales booklet for representatives in field.
Supervised and managed branch office and personnel.
Regularly closed sales via telephone for reps during in home presentations.
Successfully rehabilitated failing branch office by streamlining and retraining personnel, restructuring inventory, and increasing revenue.
Education
Dental Radiology And Dental Assistant License
Cumberland County Technical Education Center
Rosenhayn, NJ
High School Diploma -
Chichester Senior High School
Boothwyn, PA
Dental Assistant Board Certification
Camden Community College
Camden NJ
Skills
Project Management
Verbal and Written Communication
Staff Management
Customer Relationship Management
Issue and Conflict Resolution
Coaching and Mentoring
Employee Training
Managing Operations and Efficiency
Managing Multiple Tasks
Marketing Skills
Proven Sales Record
Timeline
Directing Manager of Relations and Operations
Safe Money Resource/Safe Money Broadcasting
07.2015 - 06.2023
Executive Marketing Consultant
Insurance Selling Systems
02.2009 - 07.2015
Division Sales Manager
Catamount Enterprises, LLC
12.2005 - 02.2009
Dental Radiology And Dental Assistant License
Cumberland County Technical Education Center
High School Diploma -
Chichester Senior High School
Dental Assistant Board Certification
Camden Community College
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Jeff StratemeyerJeff Stratemeyer
Financial Consultant (Sole Proprietor) at Safe Money ConsultantsFinancial Consultant (Sole Proprietor) at Safe Money Consultants