Justin Kimmel
Westfield,IN
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Staff Manager
Western & Southern Life
12.2022 - Current
- Enhanced team productivity by implementing efficient workflow processes and staff training programs.
- Reduced employee turnover through effective conflict resolution strategies and open communication channels.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Financial Representative
Western & Southern Life
03.2019 - 12.2022
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Enhanced client satisfaction by providing personalized financial advice and investment recommendations.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Built strong relationships with clients through transparent communication and trust-building activities.
Key Account Program Specialist
Brulin Holding Company
04.2013 - 03.2019
- Enhanced program efficiency by streamlining processes and implementing innovative strategies.
- Achieved successful outcomes for multiple projects through effective project management and collaboration with stakeholders.
- Improved overall program effectiveness through comprehensive data analysis and evaluation of key performance indicators.
Education
Political Science
University of Southern Indiana
Evansville, INSkills
- Staff Development
- Conflict Resolution
- Decision Making
- Innovation Skills
- Organizational Skills
- Employee Engagement
- Team Building
- Proposal Development
- Client Account Management
- Customer Needs Assessment
- Lead Prospecting
- Account Management
Certification
Securities Industry Essentials Exam (SIE)
Series 6 – Investment Company and Variable Contracts Products Representative Exam
Series 63 – Uniform Securities Agent State Law Exam
Indiana - Variable Life & Annuity
Indiana - Life, Accident and Health
Timeline
Staff Manager
Western & Southern Life
12.2022 - Current
Financial Representative
Western & Southern Life
03.2019 - 12.2022
Key Account Program Specialist
Brulin Holding Company
04.2013 - 03.2019
Political Science
University of Southern Indiana
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