Joshua L. Roberts
Hilton Head Island,SC
Summary
Dynamic finance professional with extensive experience in sales and a strong background in high-volume fine dining and food and beverage operations. Proven track record of enhancing client satisfaction and driving sales through personalized service and innovative solutions. Adept at leveraging analytical skills to achieve financial targets and streamline processes, while also bringing a client-focused approach and efficiency from the hospitality sector. Seeking to apply a unique combination of financial acumen and service excellence to contribute to a forward-thinking organization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Bartender /Server
Alexander's Restaurant & Wine Bar
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 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.
- Served high customer volumes during special events, nights, and weekends.
Independent Insurance Broker Life / Health
Insurance Elevated
01.2023 - 07.2024
- 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.
- Continuously updated industry knowledge through regular attendance at training sessions, conferences, and webinars.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Implemented efficient organizational systems to track leads, sales data, and commissions, resulting in improved accuracy and efficiency.
Server / Bartender
Sea Pines Resort, Ocean Lounge at Hilton Head Island, SC
01.2021 - 11.2022
- Increased customer satisfaction through excellent service and high-quality cocktails.
- Introduced seasonal cocktail menu ideas that attracted new guests and retained regulars.
- Provided personalized drink recommendations based on customer preferences and dietary needs.
- Ensured smooth bar operations by efficiently opening and closing shifts according to established procedures.
- Achieved or surpassed sales targets by upselling premium products without sacrificing guest satisfaction.
- Maintained a clean and organized dining area by bussing and resetting tables, and restocking supplies during slower periods.
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
No Degree - Accounting
Midlands Middle College
Columbia, SC03.2016
High School Diploma -
Hilton Head High School
Hilton Head Island, SC01.2015
Skills
- Suggestive Selling
- Menu Memorization
- Underwriting knowledge
- Financial Acumen
- Technical Troubleshooting
- Strategic sales knowledge
- Consumer banking specialist
- Upselling skills
- Flexible Schedule
Accomplishments
Trained and mentored new staff, improving team performance and service quality.
Consistently highlighted in customer reviews for exceptional service and high-quality cocktails, contributing to an improved reputation and increased guest satisfaction.
Certification
Licensed Life & Health Insurance
Running
Participated in local marathons and running events, demonstrating discipline and goal-setting abilities.
Timeline
Bartender /Server
Alexander's Restaurant & Wine Bar
02.2023 - Current
Independent Insurance Broker Life / Health
Insurance Elevated
01.2023 - 07.2024
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
No Degree - Accounting
Midlands Middle College
High School Diploma -
Hilton Head High School
Licensed Life & Health Insurance
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