Justin Bates
Branson,MO
Summary
Enthusiastic people person that thrives on interacting with people to help them better their lives.
Overview
23
23
years of professional experience
Work History
Financial Advisor/Financial Planner
Strategic Financial
Springfield, MO
12.2018 - Current
- Interviewed clien
ts to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan. - Developed recommendations specific to client's financial situation on variety of topics.
- Established and deepened existing client relationships through complex financial planning.
In House Sales Representative
Wyndham Worldwide Corp
Branson, MO
07.2005 - 07.2018
- Conduct in person reviews/sales consultations to owners and prospects.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained connections with clients to encourage repeat business and referrals.
- Assist in training and management of new sales professionals.
Sales Representative
Sunterra Corporation
Branson, MO
08.2003 - 07.2005
- Conduct in person reviews/sales consultations to owners and prospects.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained connections with clients to encourage repeat business and referrals.
Education
Bachelor of Science - Agriculture Business
College of The Ozarks
Point Lookout, MOSkills
- Communicating and relationship building My biggest strength is I genuinely love listening and learning about people so I can help them in the best way possible
- I am very good at analyzing and solving problems I don't take shortcuts in identifying and understanding a problem or need before solving it
Accomplishments
- Leader Life Premium- 2021
- Leader Life Premium Runner Up- 2019, 20, 22.
- In-House Sales Rep of the Year. Company Wide- 2016
- Multiple Sales Rep of the Month- 2005-2018
- Midwest Circle of Excellence- 2004
Timeline
Financial Advisor/Financial Planner
Strategic Financial
12.2018 - Current
In House Sales Representative
Wyndham Worldwide Corp
07.2005 - 07.2018
Sales Representative
Sunterra Corporation
08.2003 - 07.2005
Bachelor of Science - Agriculture Business
College of The Ozarks