Josh Mills
Castle Rock,CO
Overview
17
17
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Greenwood Village, CO
10.2023 - Current
- Series 7 & 63 Licensed.
- Top metrics in customer satisfaction and trade accuracy.
- Recognized for giving expert service and care consistently to our clients.
- Licensed Trader - equities, exchange traded funds (ETFs), and mutual funds
- Process contributions and distributions, including Required Minimum Distributions in IRAs
Sales Associate
IKEA
Centennial, CO
02.2018 - 10.2023
- Partnered with Sales Steering Team to optimize sales revenue and minimize shrinkage in Living Rooms Dept
- Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
- Engaged with customers to effectively build rapport and lasting relationships
- Trained and developed new sales team associates in products, selling techniques and company procedures
Driver
Uber
Denver , CO
09.2017 - 03.2018
Financial Representative Full Trader
Fidelity Investments
Greenwood Village, CO
06.2015 - 09.2017
- Consistently exceeds customer experience index metric monthly goals
- Series 7 & 63 licensed
- Top score among hiring class on both licensing exams
- Licensed Trader - stocks, exchange traded funds (ETFs), CDs, options, and mutual funds
- Process contributions and distributions, including Required Minimum Distributions in IRAs
- Access computerized financial information to answer questions related to specific accounts
- Review files, records and other documents to obtain information and respond to requests
Sales Representative
IKEA
Centennial, Colorado
07.2011 - 06.2015
- Awarded numerous customer service commendations
- Top performance in sales and IKEA Family enrollments
- Initiated market research studies to determine customer pain points and analyzed findings
- Member of Event Marketing Team
- Cross-trained in multiple departments including: Supply Chain Management and Sales Steering
Sales and Customer Service Representative
Sofa Mart
Denver, CO
09.2007 - 06.2011
- #1 Salesperson in the Region seven times throughout career
- Responsible for weekly payroll, paying bills, balanced books nightly, and training new employees
- Managed all vendor correspondence including: scheduling deliveries, furniture repairs, and ordering furniture parts and replacements
- Managed daily, weekly, monthly, and annual reports visible to Sofa Mart Headquarters
Education
Bachelor of Science - Marketing
Metropolitan State University of Denver
Denver, CO2015
Skills
- Top-rated sales performance
- Excellent customer service skills
- Strong interpersonal skills
- Relationship building
- Meticulous and strong attention to detail
- Goal oriented and exceptional team member
- Staff training and development
- Project management
- Passionate about learning new skills
Certification
Series 7
Series 63
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Financial Services industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Timeline
Customer Relationship Advocate
Fidelity Investments
10.2023 - Current
Sales Associate
IKEA
02.2018 - 10.2023
Driver
Uber
09.2017 - 03.2018
Financial Representative Full Trader
Fidelity Investments
06.2015 - 09.2017
Sales Representative
IKEA
07.2011 - 06.2015
Sales and Customer Service Representative
Sofa Mart
09.2007 - 06.2011
Bachelor of Science - Marketing
Metropolitan State University of Denver