Joseph J. Pimental

**** ********* **. #*** ******* WI 53718 720-***-**** acs9vo@r.postjobfree.com

Marketing Analyst with an emphasis on Insurance

Financial & analysis planning since 1993 / Dynamic Presenter/Detail Oriented Powerful Written and Verbal Communicator /Great Customer Experience I have been working in some form of finance/accounting. since 1993., I have a very powerful combination of CPA, insurance and coaching experience that will provide a dynamic addition to 3K consulting

BA from Western State College, Gunnison, CO, graduated summa cum laude 1992, Passed CPA exam in 1993, license currently inactive. Life Licensed Executive Profile

Independent financial planning representative . Comprehensive financial analysis and planning services provided. Acquired customers through individual meetings and group workshops. Education provided in budgeting, dollar-cost averaging, asset allocation, fees, and portfolio management.

Top reverse mortgage consultant with Wells Fargo. I developed strategic referral sources in the mortgage, investment, insurance and legal profession which would refer reverse mortgage customers to Wells Fargo. Exciting and dynamic financial seminars were part of my marketing strategy to prospect and educate our potential customers. Business to Business sales with Yellow Book, USA. I developed effective prospecting techniques which allowed me to walk in any business at any time, developing interest in an advertising campaign for the customer, followed-up, closed their business, and acquired referrals. Financial –cost/benefit analysis performed on every client. Career Overview

Federal Fianancial Group/WealthSmart America., National Managing Director 11/2010 – current. I prospect and develop new customers, recruit and hire new marketing representatives and was responsible for the financial accountability of my office.

Transformation.com, Personal Development Coach 2009-10/2010. Won 2008 fitness contest yielding an opportunity to work with a new online Bill Phillips fitness community

-- I consulted, coached, and managed members to achieve their personal goals – see more

@ www.transformation.com

Wells Fargo, Reverse Mortgage Consultant 2005-2008. Passed the Certified Senior Advisor (CSA) exam in becoming an expert in reverse mortgages – I prospected new customers, presented the financial benefits, closed the sale and got referrals.

Yellow Book, USA, Account Representative 2004-2005. I became an expert at business to business prospecting and became proficient at yellow pages advertising.

Independent Insurance Agent - Primerica, Regional Vice President 2000-2003; with company 1993-2007 and 2011 --. Performed all aspects of small business ownership – hiring, training and managing new representatives while prospecting and selling to new financial planning clients. Country Companies, Representative 10/2008-2/2009

Staff Accountant – McGladrey & Pullen and Saltzman Cohen Massaro & CO, 1992- 1995. Performed staff level auditing, review and financial statement compilation along with income tax preparation. Passed CPA exam in 1993