James Cossette
South Lyon,MI
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
12
12
years of professional experience
Work History
Financial Sales Representative
Community Financial
12.2019 - Current
- Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up and customer relations.
- Broadened territories and negotiated successful contracts by seeking out new clients and utilizing leadership skills.
- Cold-called leads and closed large number of new sales over several months.
- Maintained book of business valued at $12,000,000
- Managed a MRM database to build relationships with Credit
- Worked on the integration of the Payroll Protection Program and handled a constantly evolving environment
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Served on One Committee and DEI Steering Committee
Client Relations
Victors Roofing
05.2017 - 12.2019
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Leveraged sales expertise to promote products and capitalize on upsell opportunities
Sales Representative
Decks N' Docks
09.2014 - 05.2017
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Executed direct sales from manufacturers to customers to improve profitability within retail environment.
- Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up and customer relations.
- Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
Roofing Laborer/Team Leader
Lebec Construction
01.2011 - 09.2014
- Brought materials and tools from trucks and storage facilities to work site locations and organized for expected needs.
- Assisted with basic carpentry work such as installing wooden floors and crown molding.
- Measured dimensions of finished pieces for conformance to specifications.
- Worked independently in fast-paced environment while meeting productivity and quality expectations.
- Interacted with employees to demonstrate high standards and mitigate issues effectively.
- Handled issues with relative ease by implementing best practices and applying critical thinking skills to find best solutions.
Education
BBA -
Eastern Michigan University
Ypsilanti, MI05.2025
Associate of Science - Engineering
Macomb Community College
08.2011
Skills
- Sales and customer service
- Great networking skills
- Computer and technology skills
- Insurance and financial services
- Credit Union policy
- Excellent problem-solving abilities
- CRM software
- Managing client database
- Life and accident insurance
- Loan origination
- Account development
Timeline
Financial Sales Representative
Community Financial
12.2019 - Current
Client Relations
Victors Roofing
05.2017 - 12.2019
Sales Representative
Decks N' Docks
09.2014 - 05.2017
Roofing Laborer/Team Leader
Lebec Construction
01.2011 - 09.2014
BBA -
Eastern Michigan University
Associate of Science - Engineering
Macomb Community College
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