James Concannon
Ashburnham,MA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Handles wide range of financial needs, from retirement planning to insurance decisions with clients of all levels and backgrounds.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Bankers Life Insurance Company Of America
Waltham, MA
04.2024 - Current
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Provided advice on tax-advantaged investment opportunities.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Identified new business opportunities through networking events or referrals from existing clients.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
- Developed and maintained strong client relationships through exceptional service and communication.
Bartender
Great Wolf Lodge
Fitchburg, MA
06.2021 - 07.2024
- Creating, preparing, garnishing, and serving alcoholic and non-alcoholic beverages consistent with the restaurants’ standard drink recipes while tending to bar patrons
- Positive, go-getter attitude
- Ability to communicate effectively with managers, employees, and guests
- Ready to assist staff as needed and be a team player
- Assisting in restocking bar inventory and supplies in addition to required side work
- Remaining educated on all menu offerings
- Preparing and presenting guests with the bill, processing payments, and reporting all gratuities received to comply with IRS standards of reporting income.
Field Marketing Manager
DaBella
Westborough, MA
07.2023 - 01.2024
- Boosted brand awareness by creating and executing strategic field marketing campaigns
- Enhanced lead generation through targeted local events and trade shows
- Managed multi-channel marketing initiatives for increased customer engagement
- Optimized regional marketing budget, maximizing return on investment
- Analyzed market trends to identify new growth opportunities and adjust marketing strategies accordingly
- Developed customized training materials for sales teams, resulting in improved product knowledge and sales performance
- Streamlined processes for event planning and execution, reducing overall costs while maintaining high-quality experiences for attendees
- Increased conversion rates by tailoring messaging and collateral to target audiences
- Mentored junior team members, fostering professional development and growth within the department
- Championed innovative solutions to address market challenges, positioning the company as an industry leader in the region
- Drove sales growth by collaborating closely with sales teams to develop effective messaging and collateral materials
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors
- Launched successful digital marketing campaigns that achieved goals for increased website traffic
- Executed comprehensive marketing plans that consistently achieved targets for increased revenue.
Marketing Agent
Boundless Marketing LLC
Woburn
06.2021 - 06.2023
- Increased brand awareness by developing and implementing targeted marketing campaigns
- Boosted lead generation through the creation of engaging content for social media platforms
- Enhanced customer engagement, utilizing email marketing campaigns and newsletters
- Managed cross-functional teams to successfully execute product launches and promotional events
- Analyzed market trends and consumer behavior to inform data-driven marketing decisions
- Collaborated with creative teams to develop visually appealing marketing materials for print and digital channels
- Streamlined communication processes, leading to improved collaboration between departments
- Conducted competitor analysis for better positioning in the market and identifying growth opportunities
- Supervised marketing budget allocation, ensuring efficient use of funds across various initiatives
- Elevated brand reputation through the development of compelling public relations strategies and media outreach efforts
- Spearheaded successful rebranding efforts, aligning company messaging with target audience preferences
- Utilized data analytics tools to identify trends and fine-tune marketing strategies for optimal outcomes
- Teamed with advertising agencies and outside consultants to develop strategic marketing plans.
Foreman
Wachusett Paving
Westminster
05.2017 - 10.2019
- Managed of a team and guiding them strategically towards time-sensitive completion of the product
- Supported the team in conducting daily duties for completion of product
- Analyzed and solved situational problems and through supervised instruction to team
- Performed compaction, shaping, laying, to achieve an excellent product
- Generated sales through direct customer interaction
- Maintained steadfast operation and minimizing unpredicted problems.
Satellite Installer
CMCS Satellite Installations
Athol
09.2014 - 05.2017
- Communicated directly with onsite customer to assess site and engineer product completion
- Devised strategic plans for each job and reported on each step of process towards completion
- Demonstrated adaptability towards arising issues that could occur
- Creating sales during product operation
- Performed programming, scheduling, installing, marketing, operating, reporting in order to cultivate company reputation and provide overall quality product and service.
Education
Bachelors in Business Administration - Accounting And Marketing Concentration
Fitchburg State University
Fitchburg, Massachusetts12.2022
Skills
- MA Producers license
- Brand Development
- Budget Compliance
- Financial Forecasting
- Risk Assessment
- Debt management
- Wealth Management
- Cash Handling
- Financial Planning
- Asset Allocation
- Relationship building and management
- Advising on investments
- Making insurance decisions
- Tax planning
- Managing wealth
- Developing financial plans
- Market Analysis
- Competitive Analysis
- Budgeting and Allocation
- Marketing Analytics
- Product Launches
- Life/Health insurance license
- Account Performance Reviews
- Cash Flow analysis
- Financial Services
- Financial Advising
Certification
- MA Producer License
- Life/Health insurance license
- TIPS certified
Timeline
Financial Advisor
Bankers Life Insurance Company Of America
04.2024 - Current
Field Marketing Manager
DaBella
07.2023 - 01.2024
Bartender
Great Wolf Lodge
06.2021 - 07.2024
Marketing Agent
Boundless Marketing LLC
06.2021 - 06.2023
Foreman
Wachusett Paving
05.2017 - 10.2019
Satellite Installer
CMCS Satellite Installations
09.2014 - 05.2017
Bachelors in Business Administration - Accounting And Marketing Concentration
Fitchburg State University
- MA Producer License
- Life/Health insurance license
- TIPS certified
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