Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

JAMES HARDY

Chattanooga,TN

Summary

  • An Executive Sales Position in an industry where my dedication to personalized client service and extensive knowledge of current insurance and investment products would be assets. SUMMARY OF QUALIFICATIONS Financial Advisor with nearly 9 years of Investments and Insurance Sales and Account Management experience:
  • Consistent excellence in sales production, both company- and industry-wide
  • Outstanding closing percentage in the retirement planning segment
  • Particularly skilled in client assessment and developing targeted individual financial plans
  • Persistent in deepening and extending knowledge of current, changing, and emerging industry products and platforms Licenses & Designations
  • FINRA Series 7 Securities License
  • Investment Advisory Representative (IAR)
  • FINRA Series 66 Securities License
  • Health and Life Insurance Licenses

Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills with ability to understand client needs and close sales. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals. Bringing 25+ years of related experience. Accomplished Sales Representative with career history marked by numerous sales awards, recognition, and recommendations. Track record of exceeding sales, service and client quotas. Over 25+ years of successful experience as leader and mentor to junior sales professionals.

Overview

45
45
years of professional experience
5
5
years of post-secondary education

Work History

Financial Advisor, IAR

Mass Mutual
Chattanooga, TN
01.2008 - 01.2009
  • Implemented small- to mid-sized Business Benefits Packages.
  • Gained experience partnering with Producer Groups.
  • Developed and coordinated corporate employee Retirement Planning Seminars.

Member

AXA
01.2002 - 01.2008
  • Of, 's Sterling Group: Support Sales & Marketing Team for Elite Producers.

Million Dollar Round Table, MDRT
01.2001 - 01.2009

Registered Representative

AXA Advisors
Chattanooga, TN
01.2001 - 01.2008
  • Specialized in Individual Retirement Distribution strategies.
  • Managed the Comprehensive Benefits Package for Crye-Leike Realty of Chattanooga.
  • Employed the Morningstar Market Research tool to generate Asset Allocation Models.
  • Regularly conducted both comprehensive and modular Fee Based Planning.

Digital Media Consultant

Wehco Media
Chattanooga, TN
05.2021 - Current

Contract Sales (P and C Insurance)

1099 Self Employed
Chattanooga, TN
10.2018 - 04.2021
  • Devised and implemented product strategies for filling market gaps and driving consistent sales.
  • Recommended accurate and effective solutions to customers after identifying problems.
  • Created and executed reorganization plan, training and development programs and implemented process improvements.
  • Utilized professional sales techniques to persuasively communicate with clients.
  • Drove business development through proactive networking and relationship-building strengths.

Sales Representative

Crown Automotive Sales Co. Inc.
Chattanooga, TN
04.2017 - 09.2018
  • Built business by hosting and attending events, launching special promotions and reaching out to local experts.
  • Helped resolve client problems quickly with superior customer service.
  • Set single month record for sold/delivered units for non-fleet sales (30 vehcles)

Sales Representative

University Motors Ltd.
Chattanooga, TN
04.2016 - 02.2017
  • Devised and implemented product strategies for filling market gaps and driving consistent sales.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up and customer relations.

Sales Executive

Lexus Of Chattanooga
Chattanooga, TN
04.2013 - 02.2016
  • Directed work of efficient administrative team maintaining accurate sales, inventory and order documentation.
  • Analyzed past sales data and team performance to develop realistic quarterly sales goals.
  • Held weekly meetings with Management to identify techniques to overcome sales obstacles.
  • Remained current on industry trends to better understand customer needs, product effectiveness and sales tactics.

Owner Operator

Highway Companion Motors
Chattanooga, TN
05.2009 - 03.2013
  • Managed day-to-day business operations, including accounting, finance, HR, marketing and public relations.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Monitored [Type] market conditions to set accurate product pricing and take advantage of emerging trends.
  • Devised, deployed and monitored processes to boost long-term business success and increase profit levels.

Salesperson

AXA Advisors
01.2003 - 01.2006
  • Penultimate Developing Sales Force Top Producer 2003.
  • AXA Circle of Excellence Producer ($165,000 Annual Production Credits, of the Year 1996, 1997.

Saturn of Chattanooga
Chattanooga, TN
01.1999 - 01.2001
  • Increased revenue by implementing effective sales strategies in all aspects of sales cycle process from prospecting leads through close.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Presented products to clients using dynamic presentations and practical use-case scenarios.
  • Led targeted training programs to educate staff on product benefits and service capabilities.

Professional Auto Salesperson

Infiniti of Chattanooga
Chattanooga, TN
01.1993 - 01.1999
  • Expertise in both new and used Auto Sales.
  • Developed strong Customer Relations skills.
  • Gained experience in Marketing, Financial Management, Purchasing, and Administration.

Education

Business Administration and Marketing

University of Tennessee
01.1983 - 01.1988

Skills

Customer Relationsundefined

Accomplishments

  • Ranked #1 in Developing Sales Force for 2003.

Additional Information

Wherever I have been, I have excelled through learning and perseverance to achieve goals that would keep the processes and procedures growing toward ease of use and solutions for long term advancement, yet always being able to adjust or adapt to ever changing times of technology and market climates.

I take great pride in blooming where I am planted and look forward to what each new day and challenges it brings.

Timeline

Digital Media Consultant

Wehco Media
05.2021 - Current

Contract Sales (P and C Insurance)

1099 Self Employed
10.2018 - 04.2021

Sales Representative

Crown Automotive Sales Co. Inc.
04.2017 - 09.2018

Sales Representative

University Motors Ltd.
04.2016 - 02.2017

Sales Executive

Lexus Of Chattanooga
04.2013 - 02.2016

Owner Operator

Highway Companion Motors
05.2009 - 03.2013

Financial Advisor, IAR

Mass Mutual
01.2008 - 01.2009

Salesperson

AXA Advisors
01.2003 - 01.2006

Member

AXA
01.2002 - 01.2008

Million Dollar Round Table, MDRT
01.2001 - 01.2009

Registered Representative

AXA Advisors
01.2001 - 01.2008

Saturn of Chattanooga
01.1999 - 01.2001

Professional Auto Salesperson

Infiniti of Chattanooga
01.1993 - 01.1999

Business Administration and Marketing

University of Tennessee
01.1983 - 01.1988
JAMES HARDY