Joshua Griz
Hilton Head Island,South Carolina
Overview
7
7
years of professional experience
Work History
Business Coach
Self-employeed
01.2017 - Current
- Monitored and analyzed clients' progress, results and overall satisfaction to implement process improvement initiatives.
- Engaged with prospective customers to qualify product fit via multiple channels.
- Attended seminars, business expos and other events to develop and support small businesses.
- Fostered positive, proactive and professional relationships to achieve short- and long-term business goals.
- Taught business owners how to create and optimize online advertisements using Google and Social Media platforms.
- Facilitated virtual, in-person and blended learning sessions.
Life Insurance Agent
Globe Life
01.2023 - 10.2023
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Accountant
Lighthouse Tax & Consulting
05.2021 - 01.2023
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
Education
Bachelor of Science - Accounting
Charleston Southern University
Charleston, SC05.2021
Skills
- Streamlining Processes
- Client Account Management
- Customer Service
- Building Relationships
- New Agent Training
- Health Insurance Sales
- Final Expense Insurance
- Email Marketing
- Persuasive Negotiations
- Operational Efficiency
- Marketing Strategy Development
- Cold Calling
- Client Retention
- Financial Accounting
- Microsoft Office
- Aweber
- Salesforce
- Slack
Publications
New York Weekly | "Josh Griz: Changing Lives Through His Coaching Program"
Digital Journal | "Josh Griz: 3 tips for selling high-ticket services"
International Business Times | "Griz: Nine Reasons Why Every Business Owner Needs A Mentor"
LA Weekly | Josh Griz: Grinding For Success
Timeline
Life Insurance Agent
Globe Life
01.2023 - 10.2023
Accountant
Lighthouse Tax & Consulting
05.2021 - 01.2023
Business Coach
Self-employeed
01.2017 - Current
Bachelor of Science - Accounting
Charleston Southern University
Similar Profiles
Brice ConoverBrice Conover
Seedstock Producer at Self-employeedSeedstock Producer at Self-employeed
DiJamore' FelixDiJamore' Felix
Babysitter at Self-employeedBabysitter at Self-employeed
Amanda ParsonsAmanda Parsons
Business Owner/Home Childcare Provider at Self-employeedBusiness Owner/Home Childcare Provider at Self-employeed
April SpencerApril Spencer
At Home Mom at Self-employeedAt Home Mom at Self-employeed
Nick DeMariaNick DeMaria
Restaurant Waiter at Local PieRestaurant Waiter at Local Pie