Johnathan Munoz
Rego Park,NY
Summary
Motivated, results-driven manager with over 15 years of leadership experience and a reputation for dedication, creative problem solving and outstanding team success. Skilled at assessing client needs, tailoring programs to meet those needs and demonstrating commitment to building relationships.
Overview
6
6
years of professional experience
Work History
Managing Associate
Guardian
03.2023 - 09.2024
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Provided excellent customer service, resolving issues quickly and maintaining long-term relationships.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Financial Services Representative
Mass Mutual Capitol District
05.2021 - 03.2023
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Built and established relationships with clientele to improve future business opportunities.
Investment Advisor
Mutual Of Omaha
11.2019 - 05.2021
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Created and implemented innovative financial strategies to increase profitability.
- Tracked budget forecasts and monitored budget performance.
- Built and established relationships with clientele to improve future business opportunities.
- Assisted in preparing business plans and investment strategies.
- Monitored current economic trends and adjusted financial strategies accordingly.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Unit Field Trainer
Bankers Life Insurance
12.2018 - 11.2019
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
- Boosted policy sales through proactive client outreach and effective marketing strategies.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Promoted products and services using upselling and other sales strategies.
Education
Bachelor Of Business Administration - Finance
Queens College
Flushing, NY01.2003
Skills
- Financial Services
- Customer Relationship Management
- Financial Product Sales
- Customer Relationship Building
- Sales Goals
- Retirement planning
- Risk Management
- Insurance knowledge
- Business development
Timeline
Managing Associate
Guardian
03.2023 - 09.2024
Financial Services Representative
Mass Mutual Capitol District
05.2021 - 03.2023
Investment Advisor
Mutual Of Omaha
11.2019 - 05.2021
Unit Field Trainer
Bankers Life Insurance
12.2018 - 11.2019
Bachelor Of Business Administration - Finance
Queens College