Summary
Overview
Work History
Education
Skills
Websites
Timeline
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John Wertz

Midland

Summary

Results-driven Sales Associate with over 5 years of experience in building customer relationships and driving revenue. Proven ability to exceed targets through consultative selling and strategic insights. Strong communicator with a talent for fostering loyalty and repeat business. Eager to contribute my passion for sales to a dynamic team.

Overview

10
10
years of professional experience

Work History

CPA Recruitment Consultant

Wertz & Associates, LLC
08.2024 - Current


  • Conducted comprehensive interviews and assessments to identify top talent for diverse roles.
  • Collaborated with hiring managers to refine job descriptions and define candidate profiles.
  • Conducted targeted cold calling campaigns to identify and engage prospective clients, consistently expanding the firm’s client base in the CPA and accounting industry
  • Built and maintained a dynamic social media presence to increase brand awareness, showcase successful placements, and attract top-tier CPA talent
  • Ensured continued client engagement through consistent communication, value-added services, and follow-up to reinforce relationships and generate repeat business
  • Negotiated employment contracts and salary packages with candidates, ensuring mutually beneficial terms that align with client budgets and market standards

CPA Recruitment Consultant

Taylor Hawkes LTD
07.2023 - 08.2024
  • Developed and maintained strong relationships with clients by understanding their specific hiring needs and providing tailored recruitment solutions that aligned with their business objectives.
  • Conducted interviews and assessments to evaluate candidates' technical skills, cultural fit, and career aspirations, ensuring high-quality placements that meet client expectations.
  • Provided career counseling and coaching to candidates, assisting them in resume writing, interview preparation, and overall professional development.
  • Negotiated offers and employment contracts between clients and candidates, ensuring competitive packages while meeting company budget constraints.
  • Achieved and exceeded quarterly placement targets, contributing to the firm’s overall growth and success in the recruitment market.

(B2B) Accountant Executive (Contract)

Innovation Refunds
01.2023 - 07.2023
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Generated $13,639,855.16 in refunds over 6-month span
  • Generated $3,409,963.79 in Revenue in sales over 6 months
  • Rank top 7% performer (out of 200) Account Executives that were hired through a staffing agency
  • Received Full-Time offer from Innovation Refunds, 1 of 13 to receive this offer (out of 200) Account Executives from staffing agency
  • Surpassed weekly/monthly quotas by 50%
  • Followed up with small business prospects monthly to verify pipeline sufficiency.

(B2B) Account Executive/Branch Manager

Sunwest Bank
02.2021 - 12.2022
  • (Moved from Arizona to Michigan)
  • Attracted 30 new accounts in 24 months through targeted client development (B2B in-person) leading to $1.5 million in deposits
  • Identified partnership opportunities and established favorable business connections.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

(B2B) Logistic Broker

Emerge LLC
05.2019 - 01.2021
  • (laid off due to Covid-19)
  • Booked on average of $175,000 - $250,000 of revenue per month.
  • Ranked Top 10% of Brokers in the company
  • Managed over 100-150 Calls, and 100+ emails daily
  • Set and achieved company-defined sales goals and quotas
  • Proved successful working within tight deadlines and a fast-paced atmosphere.

Administrative Assistant

Endeavor LLC
01.2015 - 05.2019
  • (Company was sold)
  • Managed 25 administrative staff calendars and scheduling of appointments
  • Aligned high-profile clients with appointments in a timely matter and ensured they were aligned with the correct contact at Endeavor
  • Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities and communicate instructions.
  • Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.

Education

High School -

Bango High School
Bangor, PA
08.2005

Skills

  • Relationship Building
  • Client management
  • Consultative Selling
  • Contract negotiation
  • Time Management
  • Adaptability to Change
  • Relationship Management
  • Excellent Communication
  • Friendly, Outgoing, Easy to work with
  • CRM (Salesforce, HubSpot, MD 365)

Timeline

CPA Recruitment Consultant

Wertz & Associates, LLC
08.2024 - Current

CPA Recruitment Consultant

Taylor Hawkes LTD
07.2023 - 08.2024

(B2B) Accountant Executive (Contract)

Innovation Refunds
01.2023 - 07.2023

(B2B) Account Executive/Branch Manager

Sunwest Bank
02.2021 - 12.2022

(B2B) Logistic Broker

Emerge LLC
05.2019 - 01.2021

Administrative Assistant

Endeavor LLC
01.2015 - 05.2019

High School -

Bango High School

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