James Danay
Holland,PA
Summary
Regional Director with a track record of successful client acquisition and strategic marketing initiatives. Increased sales through targeted campaigns and developed strong business partnerships. Expertise in driving revenue growth and enhancing market presence.
Overview
31
31
years of professional experience
Work History
Regional Director
The Bock Group, Inc.
Philadelphia, PA
02.1995 - Current
- Facilitated training seminars for corporate and franchise environments utilizing Oz Principle.
- Increased client acquisition through strategic marketing via radio advertisements and direct mail campaigns.
- Established budget goals to enhance catering sales through business partnerships.
- Conducted performance reviews to assess staff development and operational needs.
Registered Representative
John Hancock Financial
Yardley, Pennsylvania
02.2008 - 12.2010
- Conducted client consultations to evaluate financial and protection needs.
- Maintained accurate client records within financial management systems.
- Educated clients on insurance products and retirement planning strategies.
- Performed regular follow-ups with clients to enhance satisfaction and improve retention.
Education
English Literature
The College of New Jersey
Trenton, NJ05-2003
Bachelor of Arts - English Literature
Temple University
Philadelphia, PA05-2001
Skills
- Client acquisition and marketing strategy
- Budget management and evaluation
- Staff development and relationship management
- Sales growth strategies
- Effective communication
- Tax law expertise
- Personal finance coaching
- Team leadership
- Customer relationship management
Languages
Spanish
Professional
Accomplishments
GM of the Year 2009, 2010, 2011
Affiliations
Volunteer Youth Soccer Coach 2021 to present
References
References available upon request.
Timeline
Registered Representative
John Hancock Financial
02.2008 - 12.2010
Regional Director
The Bock Group, Inc.
02.1995 - Current
English Literature
The College of New Jersey
Bachelor of Arts - English Literature
Temple University