Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

James Dellane

Toms River

Summary

Accomplished Financial Representative with a proven track record at Northwestern Mutual, specializing in relationship building and risk assessment. Leveraged customer service and sales expertise to enhance client satisfaction and firm profitability. Demonstrated success in improving process efficiency and driving revenue growth through targeted promotions and exceptional client servicing.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Representative

Northwestern Mutual
08.2023 - Current
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

Internet Sales Representative

Pine Belt Enterprises Inc.
09.2020 - 07.2023
  • Developed strong relationships with clients, leading to increased repeat business and referrals.
  • Collaborated with other departments to ensure a seamless online shopping experience for customers.
  • Implemented targeted promotions to attract new clients while retaining existing ones, contributing to overall revenue growth.
  • Streamlined internal processes for order management, resulting in improved efficiency and reduced turnaround times for customers.

Cashier/Receptionist

Pine Belt Enterprises Inc.
06.2019 - 08.2020
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Education

Associate of Science - General Business

Ocean County College
Toms River, NJ
05-2017

High School Diploma -

Toms River High School North
Toms River, NJ
06-2013

Skills

  • Customer service
  • Payment plans
  • Relationship building
  • Selling techniques
  • Sales expertise
  • Client servicing
  • Time management
  • Problem-solving

Certification

  • Life and Health Insurance License - New Jersey Department of Insurance.

Timeline

Financial Representative

Northwestern Mutual
08.2023 - Current

Internet Sales Representative

Pine Belt Enterprises Inc.
09.2020 - 07.2023

Cashier/Receptionist

Pine Belt Enterprises Inc.
06.2019 - 08.2020

Associate of Science - General Business

Ocean County College

High School Diploma -

Toms River High School North
James Dellane