Justin Balmer
Kannapolis,NC
Summary
Licensed and motivated Financial Advisor with experience educating clients on insurance, investment strategies, retirement planning and other aspects of financial planning. Proven track record of customer service and satisfaction with over 14 years of experience across a variety of industries. My objective is to expand my knowledge in the financial industry while contributing to the success of my employer in a competitive environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
First Command Financial Services
04.2023 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients' best interests.
- Currently managing 155 client accounts with $10,657,022 in Assets Under Management.
Harris Teeter Project Manager
Jani-King Of Charlotte
09.2022 - 03.2023
- Worked directly with Harris Teeter Corporate, Store Managers, and local Franchise Owners to oversee cleaning services were maintained at the highest standard.
- Established relationships with contacts through weekly store visits, and built confidence through timely response and correction of any performance deficiencies.
- Oversight of 70 stores across central and western North Carolina, as well as upper South Carolina - a contract exceeding $2,816,462.
Regional Director of Operations
Jani-King Of Charlotte
07.2019 - 08.2022
- Maintained relationships and supervision in Jani-King's largest accounts, including working with Spectrum Arena to develop their action plan during COVID-19 pandemic.
- Supervised two Operations Managers and 150 Franchise Owners while providing service to 730 clients, delivering a cancellation rate of 0.58% while annual revenue increased by $3,000,000.
- Increased operational efficiency by streamlining processes and implementing innovative solutions through continued oversight of training program and equipment sales.
Operations Manager
Jani-King Of Charlotte
10.2017 - 07.2019
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Developed strong relationships with vendors, resulting in better pricing and improved service quality.
- Revamped the existing training program to provide better instruction and support to Franchise Owners, leading to greater Franchise Owner success/retention, and better service for customers.
- Carried a cancellation rate under 1% while overseeing 150 Franchise Owners providing services to more than 260 accounts through 9 counties; other members of this department were between 1.5-2% during this time.
Franchise Sales
Jani-King Of Charlotte
08.2015 - 10.2017
- Developed and delivered engaging sales presentations to convey benefits of company to prospects, completing entire process from disclosure to closing.
- Generated $77,550 in revenue by selling 17 franchises in my first year, and was on pace to match these numbers through 9 months of the second year.
- Established relationships with equipment vendors, selling $24,250 in equipment in my first year and improving to $82,292 in the second year.
Education
BBA - Bachelor's of Business Administration
Wichita State University
Wichita, KS07.2015
Associate of Arts - Graphic Design
Cowley County Community College
Mulvane, KS05.2011
Skills
- Investment Planning
- Financial Advising
- Relationship Building and Management
- Mutual Funds
- Asset Allocation
- Budget Creation and Management
- Client Relations
- Debt Management
- Risk Management
- Insurance Decisions
Certification
- Series 7 License
- Series 66 License
- North Carolina State Life License
- North Carolina State Health License
- North Carolina 490 Annuity License
Languages
Spanish
Limited Working
Timeline
Financial Advisor
First Command Financial Services
04.2023 - Current
Harris Teeter Project Manager
Jani-King Of Charlotte
09.2022 - 03.2023
Regional Director of Operations
Jani-King Of Charlotte
07.2019 - 08.2022
Operations Manager
Jani-King Of Charlotte
10.2017 - 07.2019
Franchise Sales
Jani-King Of Charlotte
08.2015 - 10.2017
BBA - Bachelor's of Business Administration
Wichita State University
Associate of Arts - Graphic Design
Cowley County Community College
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