Joseph Posey
Chicago,IL
Summary
Sales Professional with a proven track record of exceeding sales targets and contributing to revenue growth for companies such as Gohealth, TQL, and TechUSA. Consistently maintained top sales in the past by delivering excellence customer service, utilizing consultative selling techniques, and demonstrating a strong work ethic. Seeking an opportunity to leverage my skills in a results-driven organization with opportunities for growth advancement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor Trainee
Prudential Financial
09.2024 - 02.2025
- Collaborated with team members to develop targeted marketing campaigns for new client acquisition.
- Ensured compliance with regulatory requirements by staying updated on changes within the industry landscape.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Attended training courses to build understanding of processes, techniques, and industry.
Licensed Insurance Provider
Go Health
07.2021 - 03.2024
- Managed a portfolio of 200 clients, providing personalized insurance solutions and support
- Addressed and resolved client inquiries efficiently maintain a high client satisfaction rate
- Implemented process improvements that enhanced client support efficiency
- Conducted detailed analysis of client needs and provided tailored insurance plans
Logistics Account Executive
Total Quality Logistics
07.2019 - 01.2021
- Provide expert advice on logistics solutions
- Negotiated contracts and pricing with clients and suppliers, ensuring mutually beneficial terms
- Conducted cost analysis and budgeting for logistics operations
Education
Bachelor of Arts - Business Management
Columbia College Chicago
Chicago, ILSkills
- Salesforce CRM
- Zoom Info
- Client relationship building
- Cold calling
Certification
- Life and Health Insurance License - Illinois Department of Insurance.
- Passed (SIE)-Security Industry Essentials
Timeline
Financial Advisor Trainee
Prudential Financial
09.2024 - 02.2025
Licensed Insurance Provider
Go Health
07.2021 - 03.2024
Logistics Account Executive
Total Quality Logistics
07.2019 - 01.2021
Bachelor of Arts - Business Management
Columbia College Chicago
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