Nicholas J. Lozen
Shelby twp
Summary
Dynamic sales management professional excels in high-productivity environments, completing tasks efficiently and surpassing goals. Skilled in customer relationship management, negotiation techniques, and strategic planning. Strong communication skills, adaptability, and problem-solving abilities ensure success in challenging sales and support scenarios.
Overview
20
20
years of professional experience
Work History
National Sales Partner Relations Manager
North American Bancard
09.2015 - Current
- Manages 5 teams with a total of up to 30 associates responsible for the nationwide relationship of the company with outside sales associates
- Rebuilt organization of national sales department to more effective and efficient team while adding 3 additional department sectors during growth and merger to 7th largest privately held credit card processor in world
Agency Business Consultant/Reserve Field Manager
Farmers Insurance and Financial Solutions
01.2010 - 09.2015
- Managed sales team from 5 to 30 associates while recruiting and training new associates for the competitive financial services environment
- Helped grow district office to one of the top positions in zone while maintaining high goals and expectations for all aspects of business including profitability, training, and agency development
- Completed multiple advanced level management training
Personal Banker/Financial Services Associate
Peoples State Bank
10.2007 - 10.2010
- Works in an assistant manager capacity in retail banking; responsible for training, running daily, weekly, and monthly reports, giving presentations, taking applications as well as closing Loans, and trouble shooting with clients
- Received employee of the month awards, and winner of the Banker Skills award in 2009
- Built and managed books of business, including personal and commercial clients
Accountant/Bookkeeper
Americas Finest Auto Wash/Odyssey Tool
09.2006 - 12.2007
- Organized financials for 3 companies, including creation of cash flow analysis, balance sheet reading and monthly statements
- Conducted inventory and sales analysis and tracking
- Led analysis and decision making efforts in pricing and purchasing of steel and inventory consumption
Mortgage Banker/Team Leader
Quicken Loans
08.2005 - 09.2007
- Created and presented full service mortgage plans, while analyzing and solving clients long term financial goals
- Mentored 10 top bankers in proper mortgage building, presenting and analysis
- Trained Bankers in advocacy, as well as technical analysis of financial opportunities
- Built and managed Books of business focusing on residential clients
- Exceeded goals in every month
Education
MBA - accounting
Oakland University
Rochester Hills, MI04.2025
Bachelor of Arts Degree - Business/Economics/Finance
Kalamazoo College
Kalamazoo, MI01.2003
Skills
- Customer service
- Sales expertise
- Solution selling
- Business development
- Customer retention abilities
- Sales closing
- Sales territory analysis
- Sales forecasting
- Multitasking capacity
- Problem-solving abilities
- Relationship selling
- Teamwork and collaboration
- Decision-making
- Goal setting
- Customer success management
- Staff training
- Team building
- Staff training and motivation
- Revenue generation
- Objection handling
- Client service
- Consultative selling
- Problem-solving aptitude
Professional Accomplishments
- Hired, managed, and trained top 1% of insurance sales associates while increasing previously flat sales orgs.
- Built and managed books of business, including personal and commercial clients.
- Completed advanced managers and client advocacy training.
- Led analysis and decision making efforts in pricing and purchasing.
- Trained bankers in advocacy, as well as technical analysis of financial opportunities.
- Authored 45 page thesis in management analysis of US auto Industry (2003).
- Holds Series 6, 63, 26, Property and casualty and life, accident and health insurance certifications.
Timeline
National Sales Partner Relations Manager
North American Bancard
09.2015 - Current
Agency Business Consultant/Reserve Field Manager
Farmers Insurance and Financial Solutions
01.2010 - 09.2015
Personal Banker/Financial Services Associate
Peoples State Bank
10.2007 - 10.2010
Accountant/Bookkeeper
Americas Finest Auto Wash/Odyssey Tool
09.2006 - 12.2007
Mortgage Banker/Team Leader
Quicken Loans
08.2005 - 09.2007
MBA - accounting
Oakland University
Bachelor of Arts Degree - Business/Economics/Finance
Kalamazoo College
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