Raymond G. Moore
Teaneck,NJ
Summary
Detail-oriented and analytical professional with a strong commitment to accuracy, process optimization, and data integrity. Skilled in delivering structured product demonstrations that clearly communicate value, streamline onboarding, and increase client adoption, while strengthening long-term relationships and improving retention.
Confident public speaker, experienced in presenting to large audiences, and leading strategic discussions that drive measurable growth. Strong written communicator, proficient in developing targeted email campaigns, company announcements, and brand messaging that enhances engagement. Proven ability to train, coach, and mentor sales and customer service teams, fostering collaboration, and improving overall organizational performance.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Assistant Treasurer
Your Destiny Foundation
Newark, New Jersey
01.2016 - Current
- Drove 10–30% growth in awareness of Cerebral Palsy initiatives through targeted community events.
- Managed logistics for annual distribution of over school supply packages, ensuring financial stewardship.
- Oversaw resource allocation and donor reporting to support nonprofit objectives.
Product Specialist
World Financial Group
New Jersey / New York, NJ
01.2012 - Current
- Led advisory team of 15+ members to deliver comprehensive wealth management and financial planning strategies.
- Trained agents on IUL(Index Universal Life) and whole life strategies, improving client engagement and sales results.
- Closed $236K in annuity transactions within 18 months through consultative financial planning and analysis.
- Partnered with Private and Public Schools delivering financial education improvement to students, families and businesses by about 30 percent.
- Advised clients on whole life and indexed universal life insurance products for long-term financial security
Sales & Customer Service
Chase Credit Card Services
Newark Airport
01.2015 - 01.2016
- Trained and coached peers and new hires on best practices, fostering team performance, consistency, and long-term growth.
- Established sales quotas and explained performance expectations in routine meetings to optimize sales and customer service.
- Achieved operations growth of 10–20% via streamlined processes and direct customer engagement.
Surpassed daily sales targets, driving continuous revenue growth.
Consultant Product Specialist for Bram Auto Group
Nissan: Bram Auto Group
Hillside, NJ
01.2014 - 01.2015
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Boosted brand awareness, implemented promotional campaigns, and employed sales tactics as part of territory development.
- Handled customer inquiries regarding vehicle sales and processes
- Assisted customers for credit score approval with bank financing while negotiating car leases and payment methods for loans
Business Development Representative
Pre-Paid Legal Services Inc.
Petersburg, Virginia
05.2005 - 12.2009
- Brought in new accounts through successful networking strategies and promotional approaches.
- Developed business pipeline using cold and warm techniques.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Expanded business through effective network development, identifying new, and prospective clients.
Financial Education Student Ambassador
Bank Of America
Petersburg, Virginia
02.2007 - 04.2009
- Provided one-on-one and group mentorship to college students on credit management, home ownership, stocks and capital markets, fostering practical financial skills
- Elevated student financial literacy programs by 30% through structured workshops, interactive presentations, and actionable guidance
- Instructed staff and students in public speaking principles and effective presentation techniques
- Enhanced audience engagement and communication skills through hands-on workshops and feedback
- Designed and facilitated interactive programs to enhance engagement, comprehension, and long-term skill application
Education
B.S. - Business Management
Virginia State University
Petersburg, VA05.2009
Skills
- Talent development
- Risk management
- Stakeholder engagement
- Strategic partnership
- Advanced analytics
- Executive communication
Volunteer Experience
- Hackensack Hospital, John Theurer Cancer Center, NJ, Caregiver (Volunteer), 01/01/12, 12/31/13, Provided full-spectrum patient care and medical coordination under high-pressure conditions.
- Virginia State University – Trojan Explosion Marching Band, Trumpet Instrumentalist, Performed nationally, including at the Honda Battle of the Bands in front of 60,000+ audience members.
Certification
- Life Insurance License
- Alternative Energy Certificate
References
References available upon request.
Work Preference
Salary Range
$80000/yr - $200000/yrTimeline
Assistant Treasurer
Your Destiny Foundation
01.2016 - Current
Sales & Customer Service
Chase Credit Card Services
01.2015 - 01.2016
Consultant Product Specialist for Bram Auto Group
Nissan: Bram Auto Group
01.2014 - 01.2015
Product Specialist
World Financial Group
01.2012 - Current
Financial Education Student Ambassador
Bank Of America
02.2007 - 04.2009
Business Development Representative
Pre-Paid Legal Services Inc.
05.2005 - 12.2009
B.S. - Business Management
Virginia State University