James Mueller

Executed marketing strategies for tax preparation and financial service programs targeting existing and prospective customers.

Collected customer feedback to enhance service offerings and improve client satisfaction.

Achieved recognition from management for delivering exceptional customer service.

Utilized advanced metrics to evaluate customer service skills and overall satisfaction.

• Established marketing and sales departments, driving strategic planning for financial services policies.
• Achieved 10 to 15 percent sales growth in two years as Marketing Director.
• Balanced professional responsibilities with master's degree coursework while delivering consistent results.
• Oversaw budgeting for marketing activities, ensuring expenditures remained within allocated limits.

• Conducted business valuations, facilitating financing and mergers for small to medium-sized enterprises.
• Advised clients on diverse debt and equity financing options for transactions.
• Delivered fee-based consulting services while mastering various business valuation methods.
• Created reports outlining progress towards goals and objectives set by executive leadership team.
• Collaborated with business owners and teams to enhance value through strategic initiatives.

• Achieved annual sales growth between 14% and 18% for financial services company.
• Exceeded financial and sales benchmarks consistently through strategic initiatives.
• Implemented innovative marketing strategies for medical and life insurance, enhancing benefit programs.
• Reviewed year-end financial statements, analyzing actual results versus budgeted expectations.
• Led national Prudential division, establishing rigorous high-performance standards.
• Cultivated relationships with key stakeholders including clients, partners, and investors.
• Recruited, trained, and supervised staff across multiple departments to build effective teams.

• Acquired training and sales support in financial and estate planning.
• Analyzed client portfolios to identify potential opportunities for investments or savings.
• Performed risk assessment analyses to determine the best methods for managing assets.
• Conducted regular reviews of customer accounts to assess performance against goals.
• Developed an excellent prospecting and appointment-setting procedure. Learned how to get and use different referral systems.