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Paul Beers
Washington,NJ
Work Preference
Summary
Results-driven business owner specializing in client management and operational strategy. Developed and implemented effective marketing strategies that enhance customer engagement and drive growth. Skilled in fostering strong client relationships and improving service delivery through clear communication and strategic problem-solving.
Overview
38
38
years of professional experience
Work History
Business owner
KJM Financial
Bedminster, New Jersey
10.2010 - 11.2025
- Oversaw business operations while guiding staff to enhance service delivery.
- Managed daily operations and client interactions, facilitating seamless college assistance for families.
- Interviewed, trained, and supervised employees, fostering a culture of high performance.
- Conducted educational presentations to prospective clients, enhancing understanding of services offered.
Life Insurance Sales Agent
Independant
Gladstone, NJ
07.1992 - 10.2010
- Educated clients on life insurance options and policy benefits, improving informed decision-making.
- Conducted regular policy reviews to ensure optimal coverage for clients.
- Developed personalized insurance plans tailored to individual client needs.
- Assisted clients with claims processing, ensuring timely resolution and client satisfaction.
- Built strong relationships with clients through effective communication strategies.
- Provided ongoing support throughout policy lifecycle, fostering long-term client relationships.
- Attended industry seminars for continuous learning on trends and regulations.
- Prepared customized quotes for prospective customers based on specific requirements.
Life Insurance Sales
Connecticut Mutual Life Insurance
New York, New York
01.1988 - 07.1992
- Developed and executed targeted sales strategies, increasing life insurance sales.
- Implemented a comprehensive marketing strategy to enhance visibility of life insurance products.
- Cultivated client relationships to assess and fulfill insurance needs.
- Established client connections to facilitate clear communication of insurance solutions.
- Maintained in-depth knowledge of state laws governing personal insurance sales practices.
- Tracked detailed records of patient referrals, including submission dates and status updates.
Education
MBA - Management
New York University
New York, NY02-1987
Bachelor of Arts - Marketing
Lehigh University
Bethlehem, PA06-1983
Skills
- Operational strategy
- Financial analysis
- Marketing strategy
- Business planning
- Client relationship management
- Compliance oversight
- Staff supervision
- Training programs
- Team leadership and collaboration
- Problem solving
- Effective communication
- Bookkeeping management
Languages
English
Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Volunteer and oversaw a local baseball league. Was able to get 2 baseball fields upgraded using unused bond fund. 1998-2002.
- Volunteer as a baseball coach. 1996-2007
- Volunteer as soccer coach. 1996-2003
Timeline
Business owner
KJM Financial
10.2010 - 11.2025
Life Insurance Sales Agent
Independant
07.1992 - 10.2010
Life Insurance Sales
Connecticut Mutual Life Insurance
01.1988 - 07.1992
MBA - Management
New York University
Bachelor of Arts - Marketing
Lehigh University