Louis Melone
ABERDEEN,NJ
Summary
Accomplished professional adept at driving team performance, business strategies, and making data-supported recommendations for continuous process improvement. Skilled at identifying optimal tactics for motivating teams and engaging clients.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Manager
Loyalty Risk Management
Matawan, New Jersey
11.2019 - Current
- Sell insurance products for the protection of life, wealth, and retirement
- Market for prospective clients through referrals and warm leads
- Meet with clients face to face, by telephone, and through Zoom
- Streamlined sales process to increase sales annually
Vice President
Tomorrows Financial
Lincroft, New Jersey
02.2016 - 11.2019
- Conducted training sessions on financial products and service enhancements for staff.
- Developed and executed strategic plans to support the vision of the organization.
- Created effective communication strategies between management team members and employees at all levels of the organization.
- Qualified for top producer trip in each year with the company
Account Representative
Wells Fargo
Oakhurst, NJ
01.2010 - 02.2016
- Managed client accounts to ensure satisfaction and retention.
- Educated clients on financial products and services available to them.
- Collaborated with team members to enhance service delivery and client experiences.
Education
Bachelor of Science - Accounting
Fordham University
Bronx, NY05-1991
Skills
- Client management
- Insurance products
- Sales strategy
- CRM systems
- Communication strategy
- Time management
- Decision making
- Troubleshooting and problem resolution
Certification
- New Jersey and Florida Life and Health insurance licensed
Accomplishments
- Top performance awards for Santander Bank, Wells Fargo, and Tomorrows Financial
Timeline
Senior Manager
Loyalty Risk Management
11.2019 - Current
Vice President
Tomorrows Financial
02.2016 - 11.2019
Account Representative
Wells Fargo
01.2010 - 02.2016
Bachelor of Science - Accounting
Fordham University
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