James Hunt

• Achieved significant growth in assets under management through targeted prospecting efforts.
• Presented talks on currently available products and services.
• Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
• Created marketing materials such as flyers and business cards to uncover new customer leads.
• Effectively managed sales territory, consistently meeting or exceeding established goals and targets.

• Successfully built and maintained a strong relationship with our distribution partners.
• I currently provide client education and support during the onboarding process.
• I implemented over 75 startup Non-qualified plans.
• Maintained accurate records of employee data and documentation throughout the onboarding process, adhering to company policies and legal requirements.

• Educate employees on specific QA standards and confirm maintenance of standards.
• I have seen those that I have worked with drastically increase their Quality Scores.
• Provide regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
• Provide coaching and development opportunities when needed.
• Delivered comprehensive training on company quality policies and procedures to new employees, while providing ongoing guidance to existing staff for continued adherence.

• Demonstrated respect, friendliness and willingness to help.
• I achieved excellent metrics as Retirement Specialist.
• Utilized as a mentor for new hires, and informal leader for my team.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Provided exceptional customer service by addressing client inquiries promptly and professionally.

• Managed supplier relationships to ensure timely delivery of products and services.
• Achieved cost savings by negotiating contracts and pricing with suppliers.
• Sourced vendors, built relationships, and negotiated prices.

• Developed and implemented quality control processes to meet product standards.

• Managed team of 20 CSRs.
• Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
• Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
• Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.

Had the privilege to study abroad for two years in Zambia, Africa. While I was there I helped in a mission, which provided food, shelter and education for orphans.