Experienced leader with proven track record of successfully managing and growing business. Leveraged strategic planning and operational expertise to enhance productivity and drive profitability. Demonstrated ability to lead and manage teams and implement solutions.
Overview
39
39
years of professional experience
Work History
Owner
Leaf Free Solutions & American Gutters
01.2023 - Current
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Consulted with customers to assess needs and propose optimal solutions.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Trained and motivated employees to perform daily business functions.
Implemented marketing strategies to increase brand awareness and attract new customers.
Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Established foundational processes for business operations.
Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
Salesman/Crew Trainer
Leaf Filter
05.2021 - 07.2022
Assisted customers in selecting appropriate products based on their needs, boosting satisfaction rates.
Increased sales by offering advice on purchases and promoting additional products.
Developed strong client relationships through consistent communication and exceptional customer service.
Upheld high standards of customer service by promoting and upselling new products and services.
Exceeded quarterly sales targets by implementing effective sales strategies and nurturing leads.
Selected correct products based on customer needs, product specifications and applicable regulations.
Recorded accurate and efficient records in customer database.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Set and achieved company defined sales goals.
Attended monthly sales meetings and quarterly sales trainings.
Trained new employees on customer service, and organizing strategies and performance requirements.
Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Provided constructive feedback to crew members, facilitating professional growth and development.
Collaborated with management to identify areas for improvement within the team''s performance.
Streamlined the onboarding process for new hires, ensuring a smooth transition into their roles.
CEO
Goss Financial Group Inc / Insurance Agency
03.1986 - 04.2018
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
Maintained high standards of customer service by building relationships with clients.
Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
Collaborated with other financial advisors to provide clients with comprehensive financial planning services.
Achieved company growth by implementing strategic plans and streamlining operations.
Drove profitability with thorough financial analysis and strategic decision making.
Qualified leads by scheduling introductory discovery meetings and calls.
Mentored junior sales staff for improved performance, providing guidance on best practices and customized training programs.
Education
Bachelor of Arts - Business /Incomplete
University of Georgia
Athens, GA
Associate of Science - LUTC Insurance
State of Georgia Insurance Commissioner
Atlanta, GA
Skills
Small business operations
Relationship building
Verbal and written communication
Client service
Operations management
Business management
Business planning
Project estimating
Staff management
Marketing
Customer relations
Timeline
Owner
Leaf Free Solutions & American Gutters
01.2023 - Current
Salesman/Crew Trainer
Leaf Filter
05.2021 - 07.2022
CEO
Goss Financial Group Inc / Insurance Agency
03.1986 - 04.2018
Bachelor of Arts - Business /Incomplete
University of Georgia
Associate of Science - LUTC Insurance
State of Georgia Insurance Commissioner
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