Joseph Harper
McKinney,TX
Summary
Goal-oriented manager with distinguished experience in financial services and production industries with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Production Manager
Bakery Express of Central Texas
01.2023 - 02.2024
- Planned operations to meet established schedules, factoring in order demands and business forecasts.
- Gained extensive knowledge in data entry, analysis and reporting.
- Applied effective time management techniques to meet tight deadlines.
- Enhanced production efficiency by streamlining processes and implementing lean manufacturing techniques.
- Oversaw quality control efforts, maintaining strict adherence to GMP industry standards and regulatory requirements while achieving high levels of customer satisfaction.
LHA Licensed Insurance Agent
Independent Agent
01.2022 - 01.2023
- High paced phone sales environment with a high degree of multitasking phone and computer skills.
- Successfully achieved monthly metrics and sales goals every month for Select Quote averaging $35,000 AP per month.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Enhanced cross-selling success by identifying complementary products that would further protect clients' assets or reduce liability exposure.
Owner/Operator
PurPools Professional Services
01.2016 - 12.2021
- Residential and Commercial swimming pool maintenance and repair company servicing the DFW
- Serviced commercial accounts such as Children's Hospitals, Plano Presbyterian Hospital, Dallas Mavericks facilities, Dallas Stars facilities, The American Airlines Center and 70+ Residential properties.
- Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
- Developed comprehensive training programs for employees to enhance skills and improve productivity.
- Increased customer satisfaction by providing high-quality services and timely communication.
General Manager
Arc Energy Corporation
01.2013 - 12.2018
- Developed and initiated oil and gas projects, managed costs, and monitored performance to meet business objectives.
- Oversaw budget planning for projects, ensuring adequate funds were allocated for all phases while minimizing costs where possible.
- Sourced, vetted and managed vendors needed to accomplish project goals.
- Designed website and improved visibility through development and implementation of SEO strategies.
- Spearheaded project launches, effectively positioning investment opportunities in competitive markets.
- Managed accounts to retain existing relationships and grow share of business.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
President of Business Development
N/H Oil and Gas Corporation
01.2011 - 12.2013
- Developed joint ventures and client agreements to cultivate profitable oil and gas projects in Texas.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Delivered high-quality administrative support and management, planning and policy assistance to board members.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Translated customer needs into solution requirements using powerful value propositions and negotiation skills.
- Researched product pricing, ratings and performance and created comparison spreadsheets to evaluate competitors.
Licensed Oil Securities Broker
The Sonterra Group Inc.
01.2010 - 12.2011
- Successfully raised capital for registered securities to accredited investors, high-net-worth business owners and venture capitalists
- Developed strong communication skills and the ability to adapt and build rapport and trust in a fast-paced environment
- Nurtured long-term relationships with clients through regular communication and portfolio reviews.
- Prepared contracts and related documentation according to strict standards.
- Provided professional services and support in a dynamic work environment.
- Self-motivated, with a strong sense of personal responsibility.
President of Operations
US Consumer Bailout Services LLC
04.2008 - 11.2009
- Implemented an innovative business start-up and development during the real estate crash by helping homeowners maintain their homes from foreclosre.
- Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
- Hired, trained and managed 110 sales agents nationwide to maximize productivity on best practices and protocols.
- Spearheaded a customized CRM for back-end systems and front-end procedures to streamline sales and provide exponential growth.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic attorney/client communication.
- Oversaw budgeting and financial forecasting for all departments, ensuring fiscal responsibility throughout the organization.
Licensed Insurance Agent
Independent Agent
01.2007 - 12.2010
- Contracted for one year with Pennsylvania Life and promoted to Field Sales Manager as top sales agent within 3 months.
- Formed a new insurance company years 2008 - 2010, to expand my product portfolio and marketing opportunities.
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
B2B Account Executive
AT&T
02.2005 - 10.2006
- Increased sales revenue by developing and maintaining strong relationships with key B2B clients.
- Achieved or exceeded company-defined sales quotas.
- Enhanced team productivity through effective coaching, mentoring, and sharing of best practices among colleagues.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Account Executive Loan Officer
Countrywide Financial
02.2001 - 12.2004
- Enhanced customer satisfaction by providing personalized financial solutions tailored to individual needs.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Maintained in the top 10% of sales achievements every month.
- Mentored junior colleagues in sales techniques and product knowledge, fostering a collaborative team environment focused on success.
Education
No Degree - 4 Years of Business Mgmt. / Environmental Eng.
Texas Tech University
Lubbock, TXCertificate - Data Analytics
University of Texas
Austin, TX12.2023
Diploma -
J.J. Pearce High School
Richardson, TX05.1993
Skills
- Manufacturing management/Production Optimization
- Team Management/Business Management
- Excellent with Microsoft Office/Drafting specialist
- Project Planning/New Business Development
- Operations Management/Business Management
- Data Interpretation/Data Analytics
- Efficient multi-tasker
- Team Leadership/Coaching and Mentoring
- Salesforce CRM
- Employee Relations/Delegations
- Revenue Forecasting
- Training and Onboarding/Scheduling Staff
- POS Terminal Operation
- Customer Engagement
Certification
- Data Analyst I
- Life & Health Insurance License
- Series 7, 22, 63 (expired)
- Certified Loan Officer (expired)
Professional Musician; Violin and Viola
Played for various professional symphonies, provided private lessons, and performed for charity events.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Production Manager
Bakery Express of Central Texas
01.2023 - 02.2024
LHA Licensed Insurance Agent
Independent Agent
01.2022 - 01.2023
Owner/Operator
PurPools Professional Services
01.2016 - 12.2021
General Manager
Arc Energy Corporation
01.2013 - 12.2018
President of Business Development
N/H Oil and Gas Corporation
01.2011 - 12.2013
Licensed Oil Securities Broker
The Sonterra Group Inc.
01.2010 - 12.2011
President of Operations
US Consumer Bailout Services LLC
04.2008 - 11.2009
Licensed Insurance Agent
Independent Agent
01.2007 - 12.2010
B2B Account Executive
AT&T
02.2005 - 10.2006
Account Executive Loan Officer
Countrywide Financial
02.2001 - 12.2004
No Degree - 4 Years of Business Mgmt. / Environmental Eng.
Texas Tech University
Certificate - Data Analytics
University of Texas
Diploma -
J.J. Pearce High School
- Data Analyst I
- Life & Health Insurance License
- Series 7, 22, 63 (expired)
- Certified Loan Officer (expired)
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