Joshua Roberts
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Bartender /Server
Alexander's at Hilton Head Island
02.2023 - Current
- Improved customer satisfaction by providing personalized and attentive service, anticipating customer needs, and resolving any issues or complaints promptly and professionally
- Created custom cocktails for guests, resulting in a 15% increase in beverage sales
- Developed knowledge of wine and spirits, allowing for effective recommendations and sales
- Achieved an average of 20% in tips by providing personalized service to each guest.
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
Independent Insurance Broker Life / Health
Family First Life
01.2023 - Current
- Consulted with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
- Streamlined the insurance application process for clients, resulting in quicker approval times and policy issuance.
- Expanded client base through targeted marketing efforts, including referrals, networking events, and social media outreach
- Implemented efficient organizational systems for tracking leads, sales data, and commissions earned from new policies sold.
- Continuously updated industry knowledge through regular attendance at training sessions, conferences, and webinars.
Server / Bartender
Sea Pines Resort, Ocean Lounge at Hilton Head Island, SC
01.2021 - 11.2022
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
- Contributed innovative ideas for seasonal cocktail menus that attracted new clientele while retaining regulars.
- Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Consistently met or exceeded sales targets by upselling premium products without compromising guest satisfaction.
Customer Success Specialist
Wells Fargo
01.2018 - 10.2020
- Provided exceptional customer service to customers calling in with inquiries, complaints, and requests
- Escalated critical customer issues to senior colleagues to ensure high levels of customer satisfaction
- Maintained high call quality standards with clear communication and active listening skills for optimal client experiences.
- Achieved consistent performance metrics focusing on customer service, sales, and adherence to company policies and procedures.
- Boosted sales revenue by offering personalized product recommendations based on clients'' financial needs and goals.
Retail Sales Third Key Holder
The Salty Dog at Hilton Head, SC
03.2016 - 01.2018
- Achieved store targets for customer satisfaction through attentive listening and effective problem-solving.
- Increased sales revenue by consistently providing exceptional customer service and product knowledge.
- Collaborated with team members to develop creative promotional strategies that boosted overall store performance.
- Handled cash transactions accurately, maintaining a balanced register and minimizing discrepancies.
- Consistently exceeded personal sales goals by effectively showcasing products tailored to individual customer needs.
Education
State Licensed Life/Health/Annuity -
03.2023
Limra -
03.2023
Anti Money Laundering Course -
03.2023
American Professor -
01.2023
High School Diploma -
Hilton Head High School at Hilton Head Island, SC
01.2015
Skills
- Upselling
- Sales Development
- Customer Service
- Complex Problem-Solving
- Team Training and Development
- Strategic Selling
- Cash Management
- Client Relationship Building
- Call Center Experience
Personal Information
Title: Business Professional
Certification
Licensed Life & Health Insurance
Timeline
Bartender /Server
Alexander's at Hilton Head Island
02.2023 - Current
Independent Insurance Broker Life / Health
Family First Life
01.2023 - Current
Server / Bartender
Sea Pines Resort, Ocean Lounge at Hilton Head Island, SC
01.2021 - 11.2022
Customer Success Specialist
Wells Fargo
01.2018 - 10.2020
Retail Sales Third Key Holder
The Salty Dog at Hilton Head, SC
03.2016 - 01.2018
State Licensed Life/Health/Annuity -
Limra -
Anti Money Laundering Course -
American Professor -
High School Diploma -
Hilton Head High School at Hilton Head Island, SC
Licensed Life & Health Insurance
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