Jose Medina
Frisco
Summary
Sales Manager with a proven track record of driving productivity and achieving sales targets. Expertise in strategic sales planning, customer relationship management, and market analysis. Strong negotiation and communication skills foster team success and exceed performance goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Account Service Manager
GUARDIAN LIFE
Dallas
10.2024 - Current
- Managed all service-related issues for Brokers and Plan holders in Great Lakes Region.
Collaborated with various departments to achieve first call resolution on service inquiries.
Handled billing, eligibility, plan design, plan amendments, claims, contracts, and commissions effectively.
Ensured timely resolution of complex issues to maintain client satisfaction.
Workplace Planning and Advice
FIDELITY INVESTMENTS
Westlake
02.2024 - 09.2024
- Engaged with 401k participants through inbound and outbound calls to address client needs.
Identified planning opportunities during calls with clients regarding withdrawals and trades.
Utilized diverse financial planning tools to create tailored plans for each client.
Collaborated with workplace planning team to enhance client interactions and service delivery.
Financial Planner
J I MEDINA INVESTMENTS
Frisco
02.2015 - 02.2024
- Provided financial planning and investment advice to enhance client portfolios.
- Managed daily operations to drive business development and operational efficiency.
- Served as primary insurance agent, selling diverse insurance and financial products.
- Executed social media marketing campaigns on Facebook, LinkedIn, Twitter, Hootsuite, and Google.
- Prospected Hispanic market through community events, door-to-door outreach, and meetings with key influencers.
- Created targeted ads, blogs, and videos for promotion on YouTube and WordPress.
- Developed website integrating social media marketing with email sign-up and scheduling features.
- Utilized MoneyGuidePro for financial planning and created Excel spreadsheets for budgeting and risk profiling.
Insurance Agent
ALLSTATE
Mckinney
11.2020 - 12.2021
- Sold property and casualty insurance in Texas, achieving a minimum goal of 300 prospecting calls weekly.
Conducted 60 to 70 prospecting calls daily to generate new business opportunities.
Generated leads through social media posts, advertisements, purchased lists, and existing client databases.
Established drip campaigns to ensure ongoing engagement with prospects.
Claims Adjuster
STATE FARM
Richardson
02.2020 - 08.2020
- Managed serious bodily injury claims for Florida, North Carolina, South Carolina, and West Virginia.
Handled all Tier 2 and Tier 3 claims involving attorney representation and serious injuries.
Investigated, negotiated, and settled a diverse inventory of complex claims.
Ensured compliance with state regulations throughout claims adjustment process.
Account Executive / CPA Analyst
DEALERSOCKET
Dallas
07.2018 - 06.2019
- Secured new franchise dealership software sales across Maryland, Delaware, West Virginia, Pennsylvania, and parts of New York.
Sold CRM, website, and inventory tools, including complementary add-on products.
Assisted sales organization with complex quoting processes and enhanced Salesforce efficiencies.
Collaborated with Salesforce administrators to improve sales team utilization through user feedback implementation.
Served as primary point of contact for quote approvals, liaising with sales leaders and product owners.
Established competitive product pricing and discount strategies in collaboration with stakeholders.
Digital Strategist
DEALER.COM
Dallas
10.2017 - 02.2018
- Managed digital advertising and website design for Ford dealerships in Northeast.
Designed and updated dealer websites daily to enhance user experience.
Conducted performance reviews with dealers to analyze ad campaign effectiveness.
Commercial Account Manager
ADVANCE AUTO PARTS
Dallas
07.2013 - 08.2015
- Oversaw profit and loss for automotive parts retailer, managing overall financial performance.
- Conducted hiring, performance appraisals, inventory management, sales calls, and loss prevention.
- Developed commercial business across 11 stores, ensuring achievement of sales targets.
- Participated in new market opening following CARQUEST acquisition.
- Formulated development plans for each account based on sales data analysis.
- Engaged with owners and managers to demonstrate value propositions and identify improvement areas.
- Managed 600 accounts, including National, Regional, and local clients effectively.
- Implemented change management strategies to reinforce Advance Culture and Core Values across new market.
Territory Sales Manager
AUTOZONE
Houston
04.2008 - 12.2011
- Oversaw profit and loss for 13-store automotive parts retail operation.
- Directed hiring, performance appraisals, inventory management, sales calls, and loss prevention initiatives.
- Crafted tailored development plans for each account based on sales data.
- Engaged with owners and managers to identify improvement areas and enhance value propositions.
- Utilized consultative sales approach to build relationships rather than focusing solely on transactions.
- Managed 900 accounts encompassing national, regional, and local clients.
Education
MBA - Finance
University of Houston-Victoria
Victoria, TXBBA - Marketing
University of Houston-Victoria
Victoria, TXSkills
- Client relationship management
- Financial planning
- Claims management
- Data analysis
- Operational efficiency
- Problem-solving aptitude
- Negotiation and conflict resolution
- Operations management
- Sales forecasting
- Lead generation
- B to B sales
- Sales planning
- Sales processes
- Consultative and relationship selling
- Sales methodologies
- Exceeds sales goals
- Sales process
- Policy analysis
- Sales prospecting
- Effective communication
- Sales presentations
- Cold calling
- Commission-based sales experience
- Prospecting skills
- Client needs analysis
Websites
Certification
- Series 63/65/7 Securities License
- Property and Casualty Insurance License
- Accident, Health and Life Insurance License
- Claims Adjuster
Languages
Spanish-Fluent in speaking, writing, and reading
Awards
MBA Conference Winner, StockTrak Competition Winner
Timeline
Account Service Manager
GUARDIAN LIFE
10.2024 - Current
Workplace Planning and Advice
FIDELITY INVESTMENTS
02.2024 - 09.2024
Insurance Agent
ALLSTATE
11.2020 - 12.2021
Claims Adjuster
STATE FARM
02.2020 - 08.2020
Account Executive / CPA Analyst
DEALERSOCKET
07.2018 - 06.2019
Digital Strategist
DEALER.COM
10.2017 - 02.2018
Financial Planner
J I MEDINA INVESTMENTS
02.2015 - 02.2024
Commercial Account Manager
ADVANCE AUTO PARTS
07.2013 - 08.2015
Territory Sales Manager
AUTOZONE
04.2008 - 12.2011
MBA - Finance
University of Houston-Victoria
BBA - Marketing
University of Houston-Victoria
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