JAMES MONTANO
Pine Brook,NJ
Summary
Professional financial consultant prepared for impactful roles in sales. Strong background in driving revenue growth and building client relationships. Skilled in financial analysis, strategic planning, and negotiation. Excel in team collaboration, adapt easily to changing needs, and consistently achieve results.
Overview
9
9
years of professional experience
Work History
Financial Sales Consultant
Prudent Financial Solutions
03.2024 - Current
- Cultivate and maintain relationships with clients nationwide facing debt challenges
- Conduct in depth credit report analyses to assess clients' financial health
- Formulate and implement customized plans to assist clients in resolving debt and improving financial stability
- Exceeded sales objectives an average of $65,000 per quarter
Intern, Agent Team Member
State Farm Insurance
05.2023 - 08.2023
- Partnered with agents in two locations to develop leads, schedule appointments, and attend meetings
- Implemented a review process centered on customer needs and priorities to educate clients on options
- Advanced customer relationships and events within the community to promote State Farm products
- Provided prompt, accurate and proactive customer service for all customer inquiries
Marketing Associate Intern
Roundabout Marketing
06.2022 - 08.2022
- Drove increased sales and created brand awareness for non-profit organizations
- Promoted to Corporate Trainer within two weeks due to exceeding sales goals
- Displayed team leadership by training new hires, hosting workshops, and coordinating events
- Demonstrated excellent client relations through compelling conversational skills
Head Counselor
Montville Township Recreation Department
06.2016 - 08.2019
- Promoted to Head Counselor due to exceptional leadership and strong collaboration among peers
- Organized and led daily activities to lead structured and dynamic environment for campers
- Mentored camp counselors on best practices, scheduled events, and maintained order through collaborative and creative thinking
Education
B.S. - Marketing
Quinnipiac University
Hamden, CT05.2023
Skills
- Proficient in Microsoft Office
- Natural leadership skills
- Extremely organized
- Detail-oriented
- Excellent communication skills
- Strong work ethic
- Insights-driven
- Creative problem solver
- Strong project manager
Timeline
Financial Sales Consultant
Prudent Financial Solutions
03.2024 - Current
Intern, Agent Team Member
State Farm Insurance
05.2023 - 08.2023
Marketing Associate Intern
Roundabout Marketing
06.2022 - 08.2022
Head Counselor
Montville Township Recreation Department
06.2016 - 08.2019
B.S. - Marketing
Quinnipiac University
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