Joy Wilner
Summary
Sales Professional with strategic relationship-building skills and innovative sales approaches. Adept at identifying opportunities for business growth and fostering long-term client partnerships. Versatile Executive with a sharp eye for detail and a professional and engaged attitude. My ability to facilitate smooth workflow, enables leaders to focus on strategic priorities. I maintain confidentiality and handle sensitive information with the utmost professionalism.
Overview
15
15
years of professional experience
Work History
Employee Benefits Specialist
Modern Benefits
07.2020 - Current
- Managed existing book of business to maintain current relationships, along with adding new accounts for continued growth
- Communicated with Human Resources Director or Business Owners quarterly to ensure continuing relationship with clients and customers
- Annually evaluated current plans and explained and offered appropriate changes and enhancements available to customers
- Ensured meetings ran seamlessly, educated employees, and followed up on items leaving clients informed and comfortable with products offered.
Advisor / Client Success Coordinator
Prevail Wealth Strategies
07.2018 - 08.2020
- ADVISOR: Met with clients to review their objectives, vision, opportunities, and challenges
- Developed custom strategies for clients with a team of advisors
- CLIENT SUCCESS COORDINATOR: Developed smooth financial operations by coordinating schedules, managing client interactions, and ensuring a seamless workflow for the team
- Acted as right-hand person to financial advisors, leveraging software and tools to enhance and streamline processes.
Financial Specialist
Allstate Financial
03.2010 - 04.2017
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Educated clients on financial topics and best practices.
- Assisted clients with budgeting and cash flow management.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched and evaluated potential investment products for clients.
Skills
- Exceptional communication and interpersonal skills
- Relationship Management
- Ability to handle sensitive and confidential information with discretion
- Microsoft Office 365
- CRM system proficiency
- Consultative Selling
- Relationship Building
- Teamwork and Collaboration
- Attention to Detail
- Analytical Thinking
- Continuous Learning Mindset
- Organizational Skills
Personal Information
Sales Account Professional, Employee Benefits Specialist, Financial Professional
Websites
Accomplishments
Achieved MDRT status
Received awards for top annuity and life sales
Timeline
Employee Benefits Specialist
Modern Benefits
07.2020 - Current
Advisor / Client Success Coordinator
Prevail Wealth Strategies
07.2018 - 08.2020
Financial Specialist
Allstate Financial
03.2010 - 04.2017
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