Josiah Lee
Baltimore,United States
Summary
Supportive multitasker talented in helping devise innovative solutions to unexpected challenges. Creative market strategist focused on enhancing business and meeting customer goals. Promotes business development through savvy product promotion and data-driven approaches.
Overview
8
8
years of professional experience
Work History
Financial Representative
Northwestern Mutual
07.2023 - 03.2024
- Met with customers to assess needs, financial status, and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
- Analyzed market trends and economic indicators to inform client recommendations and investment decisions.
Senior Business Development Representative
Getting Hired
05.2021 - 03.2023
- Collaborated with cross-functional teams to develop comprehensive business proposals for potential clients.
- Conducted thorough competitive analysis to identify gaps in the market landscape, guiding future business development efforts accordingly.
- Increased client base by developing and implementing strategic business development initiatives.
- Secured new business opportunities by researching, identifying, and targeting potential clients in various industries.
- Improved sales processes for better lead generation, qualification, and conversion rates.
- Analyzed sales performance metrics and identified areas where efforts could be improved to ensure more consistent revenue growth over time.
Senior Leasing Professional
Morgan Properties
02.2020 - 05.2021
- Collaborated with property management team to ensure timely completion of maintenance requests and unit turnovers.
- Cultivated a collaborative work environment among team members by facilitating open communication channels and frequent meetings.
- Generated leads for sales and rental properties through cold calls and referrals.
- Kept properties in compliance with local, state, and federal regulations.
- Conducted thorough market analyses to make informed decisions regarding rental rate adjustments and concessions.
- Implemented innovative marketing strategies to attract new prospects and increase overall traffic to properties.
Leasing Professional
Aion Management
02.2019 - 02.2020
- Coordinated move-ins and move-outs efficiently, minimizing vacancy periods between tenants.
- Provided personalized tours of properties, showcasing unit features and amenities tailored to each prospect''s needs.
- Developed marketing materials to highlight property features and attract potential renters.
- Kept meticulous records of correspondence between management and tenants.
- Developed annual operating budgets and forecasts, as well as sales and marketing plans.
Driver and Installation Technician
DEX Imaging
01.2018 - 02.2019
- Followed all relevant traffic laws and safety regulations.
- Utilized GPS and other navigation tools to plan routes and stay on schedule.
- Achieved safe driving records by consistently following traffic rules and regulations.
- Delivered goods and products to customer on time and in excellent condition.
- Completed routine pre- and post-trip inspections to evaluate vehicles and assess maintenance needs.
- Assisted in warehouse operations when needed, contributing to overall team efficiency and productivity goals attainment.
Inventory Control Specialist
Toyota Financial Services
08.2016 - 04.2017
- Conducted periodic cycle counts to verify inventory accuracy, identifying discrepancies early on to mitigate potential issues.
- Verified incoming products and checked delivery totals to keep system records current and accurate.
- Manage multi-faceted clerical tasks, such as data entry, administrative duties and special assignments.
- Accountable for billing customers for payments, late and mileage charges, late fees, disposition fees and miscellaneous monies due to Toyota.
- Responsible for cancelling warranty products for customers.
Education
Bachelor of Science - Electronic Media & Film
Towson University
Towson, MD12.2015
Skills
- Decision-Making
- Sales and Marketing
- Sales Presentations
- Business Development
- CRM Platforms
- Market Trend Analysis
- Lead Generation
- Forecasting and planning
- Marketing
- Market Research
- Project Management
- Data Analysis
Life and Health Insurance License
State of Maryland Insurance License | License No: 3002538803 | Accident and Health or Sickness, Life
Timeline
Financial Representative
Northwestern Mutual
07.2023 - 03.2024
Senior Business Development Representative
Getting Hired
05.2021 - 03.2023
Senior Leasing Professional
Morgan Properties
02.2020 - 05.2021
Leasing Professional
Aion Management
02.2019 - 02.2020
Driver and Installation Technician
DEX Imaging
01.2018 - 02.2019
Inventory Control Specialist
Toyota Financial Services
08.2016 - 04.2017
Bachelor of Science - Electronic Media & Film
Towson University