Joseph H. McCormick
Ormond Beach,FL
Summary
Customer-focused professional with extensive experience in relationship building, partnership cultivation, and account retention. Proven track record in expanding networks, implementing effective pricing strategies, and managing turnaround initiatives. Demonstrated success in planning and executing events that drive organizational growth and client engagement. Strong leadership skills with a commitment to achieving business objectives and fostering team performance.
Overview
43
43
years of professional experience
1
1
Certification
Work History
President, Hugh O'Shea PLLC
Independent Life and Health Agent
Ormond Beach, FL
12.2007 - Current
- Provided tailored life, health, and retirement insurance solutions for individuals and groups, focusing on creating financial security.
- Established strong relationships with property and casualty agencies, collaborating to expand their service offerings.
- Developed a robust senior market presence and managed over 10 group plans, achieving consistent client retention.
- Monitored market trends and adjusted strategies accordingly.
- Identified new business opportunities through market research.
- Developed policies, procedures, and short-term and long-term goals for the organization.
- Organized and facilitated board meetings, strategic planning sessions, and annual conferences.
- Established fundraising strategies to increase financial support for programs and services.
Life and Annuity Sales Agent
AAA Auto Club South
12.2020 - 07.2024
- Conducted personalized consultations for Florida AAA members to assess financial and insurance needs.
- Achieved sales targets through effective promotion of leisure-related products and memberships.
- Ensured client satisfaction by maintaining a customer-first approach throughout all interactions.
- Participated in trade shows and events to enhance visibility of products and services.
- Collaborated with marketing teams to create promotional materials showcasing product features.
- Regularly evaluated competitor offerings to maintain competitive advantage.
Sales and General Manager
Cycleworld of Daytona
10.1999 - 01.2007
- Led a team of 10 sales professionals in a retail environment, specializing in powersport machines.
- Consistently achieved top sales performance, leading all salespersons 23 out of 27 months.
- Managed an $8 million inventory and ensured operational efficiency, often acting as General Manager.
- Cultivated customer relationships to increase repeat business and referrals.
- Conducted market research to identify trends, opportunities, and threats in the industry.
- Prepared detailed reports for senior leadership outlining key performance metrics related to operational success.
- Ensured compliance with applicable laws, regulations and industry standards pertaining to operations management.
Outside Sales Representative
Bari Italian Foods
06.1994 - 09.1999
- Managed over 70 accounts, achieving weekly gross sales exceeding $120,000.
- Opened new South Florida territory, successfully onboarding 25 new accounts in six weeks.
- Provided exceptional service to clients, fostering loyalty and long-term business growth.
- Identified new business opportunities by analyzing market trends and competitor activities.
- Provided training sessions for new staff members on sales processes and procedures.
- Analyzed sales performance metrics such as conversion rates, average order size.
Human Resources Officer, Petty Officer 1st Class
U.S. Navy
01.1982 - 05.1994
- Supervised 25 personnel in payroll execution, transfers, and personnel processing.
- Developed and maintained recruitment policies and procedures to enhance hiring processes.
- Conducted orientation sessions for new employees to ensure comprehension of company policies.
- Prepared reports on personnel activities including hiring, terminations, transfers, and promotions.
- Conducted exit interviews to evaluate reasons for employee departures.
- Recognized with multiple awards for exceptional performance and accepted into officer training program.
- Cultivated leadership and organizational skills essential for team success.
Education
Associate of Science - Business Administration
University of Florida
Gainesville, FL06-1980
Skills
- Client Relationship Management
- Account Development and Retention
- Consultative Sales Strategies
- Team Leadership and Training
- Financial and Retirement Planning
- Strategic Territory Development
- Exceptional Communication and Interpersonal Skills
- Financial analysis
- Sales management
- Client relationship management
- Customer service
- Problem solving
- Networking skills
- Presentation skills
- Financial planning
Certification
Licensed Multi Line Florida Insurance Agent
Timeline
Life and Annuity Sales Agent
AAA Auto Club South
12.2020 - 07.2024
President, Hugh O'Shea PLLC
Independent Life and Health Agent
12.2007 - Current
Sales and General Manager
Cycleworld of Daytona
10.1999 - 01.2007
Outside Sales Representative
Bari Italian Foods
06.1994 - 09.1999
Human Resources Officer, Petty Officer 1st Class
U.S. Navy
01.1982 - 05.1994
Associate of Science - Business Administration
University of Florida
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