Nathaniel George
North Chili,NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Professional
New York Life
Rochester, New York
07.2023 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Provided advice on tax-advantaged investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Sales and Marketing Coach
Real Estate Nexus
Rochester, NY
12.2020 - 03.2022
- Performed research to analyze customer behavior, purchasing habits, trends and preferences.
- Managed client marketing strategies and product promotion campaigns.
- Created and provided marketing material to meet business needs.
- Targeted customers for campaigns and identified appropriate marketing channels.
- Implemented strategies to develop and expand existing customer base.
- Engaged with social media followers and promoted products and events through giveaways and promotional sales.
- Managed social media platforms and utilized metrics to increase engagement and campaign performance.
- Organized development and implementation of diverse marketing videos, social media posts and blogs.
- Used Google and Facebook Analytics to determine campaign performance and adjusted strategy to meet objectives.
- Developed spreadsheets and useful data models to track and outline key information.
- Developed and implemented dynamic social media marketing campaigns.
- Produced promotional event marketing collateral, communicating with clients to assess needs and provide project updates.
- Coordinated marketing campaigns, monitoring accuracy, execution and follow-up.
Sales Associate
State Farm
Rochester, New York
03.2020 - 11.2020
- Provided accurate information about products, prices and services.
- Maintained up-to-date knowledge of store merchandise and policies.
- Built relationships with customers to encourage repeat business.
- Handled customer complaints in a professional manner.
- Upsold additional items based on customer interests and needs.
- Attended weekly team meetings to review performance goals and objectives.
- Helped customers find specific products, answered questions, and offered product advice.
Sales Agent
GEICO
Rochester, NY
02.2019 - 02.2020
- Developed relationships with customers by providing excellent customer service.
- Created presentations and proposals for prospective clients.
- Negotiated contracts with customers to secure sales deals.
- Maintained accurate records of all sales activities in the company's CRM system.
- Resolved customer complaints promptly and effectively.
- Participated in trade shows and other events to promote our products and services.
- Evaluated competitor offerings regularly to stay ahead of the competition.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
Inbound National Sales Support Representative
Paychex Inc
Penfield, NY
09.2018 - 02.2019
- Market and explain our suite of services by responding and assisting potential new clients through multiple marketing campaigns
- Schedule appointments utilizing multiple communication channels such as phone and email
- Develop rapport and evaluate the business owner/decision makers, business needs, and referring to correct representatives
- Project a positive image consistent with our values in representing Paychex to clients and the community
- Strive to consistently gain technical, competitive and sales skills knowledge to stay agile and relevant in today's business climate to assist a smoother sales process.
National Sales Support Representative
Paychex Inc
Penfield, NY
09.2017 - 09.2018
- Contacts prospective clients and generates leads for the appropriate outside sales representative to meet expected levels of production
- Tracks daily production and expected weekly/monthly performance in order to meet call, lead and revenue quotas
- Achieves lead generation quotas to support revenue/sales attainment
- Prepares for and attends any and all department meetings, team meetings, and training sessions to increase knowledge, sales skills and contribute to revenue growth.
Division Leader Sales Representative
Primerica Financial Services
Rochester, NY
04.2014 - 01.2018
- Responsible for developing a client base using proven sales techniques and generating new revenue via the sale of life insurance products
- Assisted in the recruitment, training and development of new sales representatives in the market.
Education
Associate of Science - Business Finance
Monroe Community College
01.2016
High School Diploma -
Northstar Christian Academy Gates
05.2013
Skills
- Client Relations
- Managing wealth
- Developing financial plans
- Sales and Marketing
- Ethical standards
- Relationship building and management
- Staff Management
- Cross-Functional Teamwork
- Key Performance Indicators
Certification
NYS LHA (active) NYS personal lines (inactive)
Timeline
Financial Professional
New York Life
07.2023 - Current
Sales and Marketing Coach
Real Estate Nexus
12.2020 - 03.2022
Sales Associate
State Farm
03.2020 - 11.2020
Sales Agent
GEICO
02.2019 - 02.2020
Inbound National Sales Support Representative
Paychex Inc
09.2018 - 02.2019
National Sales Support Representative
Paychex Inc
09.2017 - 09.2018
Division Leader Sales Representative
Primerica Financial Services
04.2014 - 01.2018
Associate of Science - Business Finance
Monroe Community College
High School Diploma -
Northstar Christian Academy Gates
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