James Strimel
Schererville,IN
Summary
Results-driven Business Development Executive with a proven track record of establishing and maintaining strong relationships with customers. Skilled in analyzing data to identify trends and customer needs. Adept at developing relationships with key decision-makers to increase sales revenue. Possesses expertise in insurance sales and statistical analysis, as well as strong management and account management skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sales Representative
Greater Indiana Title Company
03.2025 - Current
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
BUSINESS DEVELOPMENT EXECUTIVE
Evertree Insurance
07.2024 - 02.2025
- Established strong relationships with existing customers through regular follow-ups and visits.
- Maintained records of all sales activities including customer interactions, presentations, proposals, quotes.
- Developed relationships with key decision-makers in target organizations to increase sales revenue.
- Analyzed data to identify trends, customer needs, and areas of improvement.
INVESTMENT ADVISOR
First Community Bank & Trust
03.2023 - 06.2024
- Fully licensed investment Advisor helping existing clients achieve financial goals through analysis financial review clearing through Cetera Investment Services
- Cultivated a network of contacts within the finance industry for referrals.
- Communicated regularly with clients via phone calls, emails and face-to-face meetings.
- Maintained relationships with existing clients by providing timely updates on their account performance.
- Created customized plans to meet individual client goals and objectives.
DISTRICT MANAGER
SLP INC.
10.2022 - 03.2023
- Multi unit manager for a tax and insurance firm managing employees, payroll, marketing, contract relationships, and training.
- Provided leadership guidance to store managers on how to best run their respective stores while meeting corporate goals.
- Analyzed sales data from all stores within the district to identify trends and opportunities for improvement.
- Collaborated with senior management to set and achieve district goals.
PRIVATE CLIENT BANKER
JPMorgan Chase & Co
10.2018 - 09.2022
- Licensed banker who helped clients with everyday banking needs.
- Worked within a team of partners to refer clients to business banking, investment and lending departments.
- Used Salesforce to manage my client base, with clients having assets in excess of $250,000 within their relationship with us.
- Prospected within the book to build relationships and capture outside assets.
ASSISTANT MARKETING COORDINATOR/FOOTBALL COACH
Providence Catholic High School
06.2007 - 11.2018
- Football coach-managed and directed a 20 person staff to develop strategy, tactic and plans to execute on GameDay.
- Trained student athletes and new staff to educate on our defensive systems both on the field and in data entry and analyzing game film and statistical analysis.
- Marketing-Grass roots style Marketing that involved traveling to surrounding community events to engage families into the benefits of sending their child to Providence Catholic.
Education
HIGH SCHOOL DIPLOMA - undefined
St Xavier University
Chicago, IL05.2005
Skills
- Statistical Analysis
- Sports Coaching
- Salesforce
- Business Development
- Management
- Account Management
- Marketing
- Data Analysis
- CRM Software
- Financial Report Writing
Certification
- FINRA License
- CPR Certification
- Series 7
- Series 63
- Life Insurance License
- Property & Casualty License
- First Aid Certification
- Certified Notary Public
- Series 6
- Series 65
- Health Insurance License
Timeline
Sales Representative
Greater Indiana Title Company
03.2025 - Current
BUSINESS DEVELOPMENT EXECUTIVE
Evertree Insurance
07.2024 - 02.2025
INVESTMENT ADVISOR
First Community Bank & Trust
03.2023 - 06.2024
DISTRICT MANAGER
SLP INC.
10.2022 - 03.2023
PRIVATE CLIENT BANKER
JPMorgan Chase & Co
10.2018 - 09.2022
ASSISTANT MARKETING COORDINATOR/FOOTBALL COACH
Providence Catholic High School
06.2007 - 11.2018
HIGH SCHOOL DIPLOMA - undefined
St Xavier University
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