Justin Miller
Ramsey,New Jersey
Summary
Business development and financial services professional with 4+ years of experience in outbound prospecting, consultative sales, and relationship management. Experienced in identifying new business opportunities, engaging prospective clients through cold calling, email, and LinkedIn outreach, and collaborating with senior advisors throughout the sales cycle. Combines strong interpersonal skills, a proactive approach to prospecting, and the ability to communicate complex solutions to drive meaningful client relationships and business growth.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Financial Advisor
Ascend Wealth Partners (DBA of CFS)
Paramus, New Jersey
09.2024 - Current
- Drive new business opportunities through multi-channel prospecting, including cold calling, email outreach, LinkedIn engagement, and professional networking.
- Conduct and participate in consultative discovery meetings to assess prospective client needs, identify challenges, and develop tailored financial solutions.
- Partner with senior advisors throughout the sales cycle, supporting lead qualification, client presentations, and new business development initiatives.
- Develop and maintain relationships with prospective and existing clients through strategic follow-up, personalized communication, and ongoing engagement.
- Communicate complex financial products and investment strategies in a clear, compelling manner while collaborating with internal teams to support client acquisition and onboarding.
Financial Representative
Certified Financial Services, LLC
Paramus, New Jersey
06.2022 - 09.2024
- Generated new business opportunities through cold calling, cold emailing, LinkedIn outreach, and follow-up with purchased leads.
- Qualified prospective clients by assessing their interests, financial needs, and potential fit before scheduling discovery meetings with senior advisors.
- Conducted targeted outreach and maintained consistent follow-up with prospects to nurture relationships and advance opportunities through the sales pipeline.
- Represented the firm at financial seminars, business expos, Chamber of Commerce events, and professional networking functions to generate leads and expand business relationships.
- Collaborated with senior advisors on prospecting strategies, appointment setting, and business development initiatives to support client acquisition.
- Utilized SmartOffice CRM to manage prospect records, track outreach activities, coordinate appointments, and maintain consistent follow-up communications.
Operations Manager
Xogistix Corp.
Oakland, New Jersey
02.2020 - 08.2021
- Directed daily logistics operations supporting 140+ delivery trucks across the East Coast, coordinating scheduling, service delivery, and operational performance.
- Managed multi-state warehouse operations and collaborated with internal teams and external partners to maintain service standards and resolve operational challenges.
- Developed weekly delivery schedules for 50+ trucks, optimizing resource allocation, operational efficiency, and customer experience.
- Supported 20+ retail locations by resolving service issues, coordinating solutions, and maintaining strong business relationships.
Boatswains Mate Petty Officer 3rd Class
United States Coast Guard Station Washington, D.C.
Washington, D.C.
03.2016 - 02.2020
- Led a four-person boat crew during 600+ search and rescue, maritime security, and law enforcement missions, accumulating 1,200+ operational hours.
- Collaborated with federal agencies, including the U.S. Secret Service, FBI, and Customs and Border Protection, to coordinate high-priority national security operations.
- Trained and mentored junior personnel while overseeing navigation procedures, operational readiness, and safety compliance.
Seaman
United States Coast Guard Cutter Harriet Lane
Portsmouth, Virginia
11.2014 - 02.2016
- Supported shipboard navigation, maritime law enforcement, and operational readiness during two counter-narcotics deployments in the Caribbean.
- Coordinated maintenance, safety inspections, and mission-critical operations to support vessel performance and crew readiness.
Education
Bachelor's Degree - Finance
Ramapo College of New Jersey
Mahwah, New Jersey12-2023
Skills
- Outbound Prospecting & Lead Generation
- Lead Qualification & Discovery
- Consultative Selling
- Sales Pipeline Management
- Business Development
- Multi-Channel Outreach
- Relationship Management
- Cross-Functional Collaboration
Certification
- FINRA Series 7
- FINRA Series 66
- Life & Health Insurance Licenses
Timeline
Financial Advisor
Ascend Wealth Partners (DBA of CFS)
09.2024 - Current
Financial Representative
Certified Financial Services, LLC
06.2022 - 09.2024
Operations Manager
Xogistix Corp.
02.2020 - 08.2021
Boatswains Mate Petty Officer 3rd Class
United States Coast Guard Station Washington, D.C.
03.2016 - 02.2020
Seaman
United States Coast Guard Cutter Harriet Lane
11.2014 - 02.2016
Bachelor's Degree - Finance
Ramapo College of New Jersey