Joshua Walters
Bowling Green,KY
Summary
Talented Owner with excellent marketing, customer service and facility oversight skills and more than 20 years of experience. Highly effective and comfortable working with people at all levels in organization. Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams. Motivated business professional bringing years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members. Results-driven with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
24
24
years of professional experience
Work History
Franchisee / President / Co-Owner
Resolute Health Services, LLC
Bowling Green , KY
01.2019 - Current
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Developed and maintained relationships with customers and suppliers through account development.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Established, optimized and enforced business policies to maintain consistency and high-quality standards across industry operations.
Member/Owner/Sales Associate/Software Developer
High Gravity Resources, LLC
Bowling Green , KY
09.2015 - 04.2022
- Improved team efficiency via training in sales, marketing and promotions.
- Handled inbound contacts and provided customer service according to departmental policies and procedures.
- Managed email marketing encompassing content development, SEO and distribution.
- Reviewed staff-written materials and edited for content and brevity.
- Prepared road reports by accurately documenting pertinent information.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Responded to telephone and in-person requests for information.
- Maximized customer retention by resolving issues quickly.
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
- Created detailed sales presentations to communicate product features and market data.
- Maintained sense of urgency in answering customer questions and requests through email or voice message.
- Used prospecting and client development techniques to produce fresh leads and maintain solid conversion rate.
- Developed and delivered engaging sales presentations to convey product benefits.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Increased sales by offering advice on purchases and promoting additional products.
- Organized sales paperwork, presented proposals and finalized contracts.
- Cold-called leads and closed large number of new sales over several months.
- Designed, developed, modified and debugged programs.
- Maintained existing applications and designed and delivered new applications.
- Worked closely with clients to establish specifications and system designs.
- Collaborated with cross-functional development team members to analyze potential system solutions based on evolving client requirements.
- Authored code fixes and enhancements for inclusion in future code releases and patches.
- Corrected, modified and upgraded software to improve performance.
Agent Representative
Bayou City Exploration, LLC
Bowling Green , KY
01.2015 - 08.2015
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Recommended products to customers, thoroughly explaining details.
- Responded proactively and positively to rapid change.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Maintained up-to-date knowledge of product and service changes.
- Trained new personnel regarding company operations, policies and services.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Communicated professionally with colleagues, freelancers and clients.
Registered Representative/Principal Officer
Source Capital Group, INC
Coconut Creek , FL
01.2012 - 12.2014
- Held Licenses Series 22, Series 63, Series 39
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Shared details regarding financial products and services with clients.
- Kept abreast of all changes in stock market and investments to better manage client finances.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Identified potential new sources for business through cold calling approximately 150 leads per day.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
- Performed cold-calling and follow-ups with leads to secure new revenue.
- Set up appointments with potential and current customers to promote new products and services.
- Identified prospect needs and developed appropriate responses along with information on suitable products and services.
- Oversaw schedule management and protocols for orientation, registration and related activities.
- Trained teachers on effective teaching techniques, classroom management strategies and behavior modification.
- Mentored newly hired Registered Representatives and provided encouragement and feedback.
- Supported hiring, training, and disciplinary action in compliance with legal guidelines and requirements.
- Led meetings to convey policy changes, gather information and assess employee thoughts.
- Established positive, stimulating learning environment and compliant-focused training for Registered Representatives.
- Coached staff on daily performance and conducted evaluations to constructively address concerns.
- Developed reporting and insights for investor relations meetings.
Registered Representive
Source Capital Group, LLC.
Bowling Green , KY
01.2004 - 12.2011
- Held Licenses Series 22, Series 63
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
- Responded proactively and positively to rapid change.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Answered average of 25 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
- Handled over 350 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.
- Responded to telephone and in-person requests for information.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
- Presented private placements using interactive materials such as videos, charts and slideshows.
- Cold called 350-500 calls per day contacting A-C level executives and directors in assigned sales territory.
- Used prospecting and client development techniques to produce fresh leads and maintain solid conversion rate.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
Assistant Sales Manager/ Head Finance Manager
Martin Auto Group/ Saturn Dealership
Bowling Green , KY
02.2002 - 01.2004
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Hired, trained and motivated sales and marketing professionals.
- Conducted daily effective sales huddles with eight -person team to focus on behaviors that would convert to sales.
- Trained and mentored eight employees to grow sales market and increase customer satisfaction.
- Researched new products and services to drive revenue and support short- and long-term strategies.
- Developed monthly team action plans and monitored progress.
- Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
- Drove business growth 20% and leveraged boost to control production costs and increase profit margins.
- Met and exceeded all quotas throughout tenure.
- Went from 35 Car Average to 55-60 Car Average
- Ran weekly inventory reports to verify highest grossing products were properly stocked and readily available.
- Evaluated costs against expected market price points and set structures to achieve profit targets.
- Demonstrated exemplary customer service by engaging clients on sales floor.
- Forecasted sales and established processes to achieve sales objectives and related metrics.
Education
Some College (No Degree) - Biochemistry And Biophysics
Western Kentucky University
Bowling Green, KYSome College (No Degree) - Pre-Medicine
Thomas More College
Fort Mitchell, KYSome College (No Degree) - General Studies
Central Connecticut State University
New Britain, CTHigh School Diploma -
Coventry High School
Coventry, CT05.1994
Skills
- Client Service
- Investor Relations
- Coaching and Mentoring
- Design Coordination
- Team Oversight
- Sales Leadership
- Customer Relations
- Staff Management
- Business Planning
- Verbal and Written Communication
- Quality Management Systems
- Raising Capital
Board Member of Race Aquatics.
I have been a member at large for the last two swim season. Where discuss budget, Marketing, Athlete safety regulations and overall mange the team. Also USA Swim official for the team.
Additional Information
I am a devoted husband and father. My family has been the center and is what drives me. I have taken a bit of time off this last 6 months to get some balance in our lives. My battery has been recharged and I am ready to face a new challenge in life.
Timeline
Franchisee / President / Co-Owner
Resolute Health Services, LLC
01.2019 - Current
Member/Owner/Sales Associate/Software Developer
High Gravity Resources, LLC
09.2015 - 04.2022
Agent Representative
Bayou City Exploration, LLC
01.2015 - 08.2015
Registered Representative/Principal Officer
Source Capital Group, INC
01.2012 - 12.2014
Registered Representive
Source Capital Group, LLC.
01.2004 - 12.2011
Assistant Sales Manager/ Head Finance Manager
Martin Auto Group/ Saturn Dealership
02.2002 - 01.2004
Some College (No Degree) - Biochemistry And Biophysics
Western Kentucky University
Some College (No Degree) - Pre-Medicine
Thomas More College
Some College (No Degree) - General Studies
Central Connecticut State University
High School Diploma -
Coventry High School
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