Justin G. Maier

Work History

Aion Financial

04.2022 - 05.2023

Aion is an All-in One finance BaaS platform for SMB's. Providing banking, automated bill payments, invoicing, and credit. ABL lines of credit up to 5 million dollars.
Forged and cultivated relationships with 450 CPG brands. Established relationships with Founders, and C-level executives within an organization to promote platform.
Researched and identified opportunities for account growth, account penetration and market expansion.
Reached out to potential customers via telephone, email, video and in-person inquiries.
Negotiated and closed long-term contracts with new clients.
Generated new business with marketing initiatives and strategic plans.
Applied consultative selling techniques to prospect senior management to close business.
Kept meticulous client notes in Hubspot customer relationship management application.
Represented company and promoted products at conferences and trade association meetings.

SmartAsset

01.2021 - 03.2022

SmartAsset is the web's largest financial marketplace that connects Consumers to Financial Advisors. Helping over 100 million people per month get better financial advice
Putting financial advisors contact with investors that are looking for retirement advice, growing their assets under management.
Prospected and maintained a pipeline of 150-200 advisors/ independent RIA's conducting product demos through email, video chats, and phone.
Outpaced 160% of annual quota or 250k in added annual budget.

Flexibility Capital

01.2018 - 01.2021

Offered small business owners custom financing options, SBA Loans, Term Loans, Working Capital Loans, Lines of Credit and Equipment financing
Ensured team members were well versed with product offerings and assisted them overcome any challenges they may have had in the origination process
Provided key feedback of KPI metrics to management and team members to enhance company performance
Provided a first class customer experience to ensure customers would return to us for additional financing needs
Team originations over 25 million dollars generating over 3.2 million dollars in revenue. Over 500 new accounts/clients, over 200 customers utilizing more than one financing option
Maintaining renewal relationships for refinancing options Management of a team of 4-6 representatives
Providing key feedback on data for operational improvement to management and peers

Fora Financial

01.2014 - 01.2018

By partnering with marketing I identified small business owners in need of financing and assisted them through origination.
Liaising between business owners and underwriters I negotiated terms that would best suit clients needs
After presenting and negotiating terms with customers, I would then gather necessary closing documentation and onboard the new client
Once closed I would monitor the accounts performance and present future refinancing options, and deepen the customer relationship
Originations over 10 million dollars generating over 2.3 million dollars in revenue Closed over 400 new accounts/clients Procured necessary financials and legal documentation Helped streamline CRM and company workflow Managed and renewed hundreds of accounts for refinancing

The National Memo

01.2013 - 01.2014

Responsible for establishing new direct advertising relationships from a consumer, B2B, or political/advocacy angle
New clients included Boeing, Walmart, Bank of America, Shell, American Petroleum Institute, American
Beverage Association and Service Employees International Union among others
These efforts led to a number of new agency contacts
Responsible for daily analytics reports that correlated on SEO, site optimization, and content curation
Successful ad sales in consumer and B2B digital products
Leveraging integrated platforms and mediums depending on campaign criteria: e-newsletters, display, video, social, desktop, mobile, and tablet Developing, maintaining, and strengthening relationships with over 100 key digital advertising buying agencies and direct advertisers Negotiated RFP's with direct advertisers on rates, CPM, CPC, and CPA Develop CPC strategies using KPI metrics from a variety of sources resulting in greater ROI and higher conversions Driving inbound traffic by utilizing 3rd party tools such as, social media, AdWords, Outbrain, Taboola, and Disqus

J.P. Morgan

01.2011 - 01.2013

Developed new business, acquired clients through face-to-face meetings and a self generating lead pool
Managed private and corporate accounts
Advised clients with financial strategies to meet specific needs
Teamed up internally with partners to help identify opportunities to cross sell products
Worked externally with partners of J.P
Morgan to help deepen customer relationships by offering industry leading investment products
Leveraged existing client relationships to gather outside assets
Worked off referrals which fostered new accounts
Prospected with team members placing calls to uncover outside opportunities
Implemented client focused investment strategies for HNWI ranging from retirement, trust/estate planning, and wealth preservation/growth
Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance
Formulated asset allocation strategies and developed proprietary investment models for client portfolios based on detailed financial analysis and risk assessment.

JHS Capital Advisors

01.2007 - 01.2010

Rapidly charged with increase in responsibility based on exceptional performance in Financial Firm offering a full range of investment vehicles from stocks, bonds, options, private placements and banking deals
Managed private and corporate accounts.
Established and grew a loyal client base while developing financial strategies to effectively meet client needs
Maintained book of over 250 international clients
Built new accounts through cold calling, persuasive online and in-person demonstrations, and diligent follow-up
Prospected and connected with C-Level executives as well as business owners Increased assets by 100% opened 200+ accounts and generated $6 million in revenue through initiating hundreds of global accounts
Placements ranging from $10M to $50M in size for private placement offering all while and increasing our footprint in a highly competitive industry.