Sales Customer Service

John Ruela

Manahawkin, NJ *****

*******@***.***

Financial Services / Registered Representative

●Retirement Planning • Municipal Bonds • REITS • Mutual Funds • Annuities

Pension Funds • College Funds • Life Insurance • Disability Insurance

SUMMARY OF QUALIFICATIONS

Bilingual (Portuguese) financial services professional with diverse background in individual and corporate sales. Skilled in identifying and maintaining new business opportunities and client relationships. Extensive experience facilitating presentations and workshops on financial planning and services. Outstanding communications and customer service skills with the ability to manage multiple clients and responsibilities.

PROFESSIONAL LICENSES

Series 7, Series 63, New York & New Jersey Life and Health

PROFESSIONAL EXPERIENCE

Guardian Life Insurance Company of America Park Ave Securities LLC Princeton, NJ May 2015 to Present

Financial Advisor / Registered Representative

●Sell financial service products and programs, such as retirement investment plans, REITS, mutual funds, life insurance policies, annuities and bonds.

●Assess individuals' needs and prepare quotes, Respond to inquiries about investment objectives and performance, ensuring client understanding and satisfaction.

●Review clients' portfolios and policies, assessing for changes in objectives and risk tolerance.

●Prospect for new clients.

●Communicate with wholesalers for ideas and plans of action regarding product information, changes and industry commentaries.

●Built clients base from scratch through direct mailings, informational seminars and effective prospecting.

●Developed expertise in employer benefit plans, including pension selection for 401(k) and 403(b) programs, life insurance and disability counseling, and long-term care insurance policies

●Generating new sales on a weekly basis

DLA Financial Sercices LLC Princeton, NJ February 2014 to May 2015

Financial Advisor / Registered Representative

●Sell financial service products and programs, such as retirement investment plans, REITS, mutual funds, life insurance policies, annuities and bonds.

●Assess individuals' needs and prepare quotes, Respond to inquiries about investment objectives and performance, ensuring client understanding and satisfaction.

●Review clients' portfolios and policies, assessing for changes in objectives and risk tolerance.

●Prospect for new clients.

●Communicate with wholesalers for ideas and plans of action regarding product information, changes and industry commentaries.

●Built clients base from scratch through direct mailings, informational seminars and effective prospecting.

●Developed expertise in employer benefit plans, including pension selection for 401(k) and 403(b) programs, life insurance and disability counseling, and long-term care insurance policies

●Generating new sales on a weekly basis

Ocean LLC Stafford, NJ December 2010 to January 2014

Sales Representative

●Build and maintain relationships with local businesses

●Weekly Status reports

●Generating new sales on a weekly basis

●Products include, Search Engine Marketing, Search Engine Optimization, Viral Marketing, Effective Online Advertising, Online Marketing Metrics and Measurement.

The Press of Atlantic City Pleasantville, NJ January 2008 to November 2010

Digital Media Online Sales Manager

Trained & managed a sales staff of 25 print reps and 3 online sales specialists. Provide support on sales calls, train staff on updated presentations and sales materials and keep staff motivated to achieve goals. Work with the marketing department to provide input during the planning stages of online promotional media schedule.

Websites: PressofAtlanticCity.com, GOAC.com, JerseyDevilJobs.com, JerseyDevilHomes.com & JerseyDevilCars.com

●Develop business plans with Print Managers.

●Member of the strategic redevelopment team, topics new verticals & most recently implementation of new CMS

●Met with local & national advertisers, created proposals & closed deals.

●Member of the Classifieds Survival Team, strategic planning for future growth.

●Launched and managed the day to day operations of GOAC.com, JerseyDevilCars.com, JerseyDevilHomes.com & JerseyDevilJobs.com

●Responsible for executing online programs and the transition from print to internet.

●Created & Launched Automotive Reverse Publication(Increased the total number of paying auto dealers advertising from zero to 14 in less than 6 months.)

●Weekly Status reports, Monthly reports and quarterly reports covering goals, state of the local market, achievements and future forecasts.

●Monthly meetings to set rates structure, to discuss web site development such as video commercials, sponsored brand and geo targeting ads

●Organized and developed systems to help the sales staff to work more efficiently to achieve their sales goals.

●Weekly meetings with sales staff & marketing on how to better position ourselves in the market

●Involvement with advertising agencies to educate them on the benefits of Internet advertising and the advertising opportunities the Internet offers their clients.

●Establish annual sales objectives that will drive the attainment of business objectives.

●Provide on-going market support and recommend modifications to the Online GM & Director to insure success based on local competitive issues.

●Met with Marketing to develop and execute commercial marketing strategies, up selling and retention. (GOAC.com Game On Model Contest, 40/40 club movie night contest, JerseyDevilCars.com gas card giveaway contest)

●Trained and managed a group of 27 account representatives and 8 sales managers

●Analysis and management of an ad submission software system

Advance Internet, Newhouse Publishing, Star-Ledger, NJ.com, PennLive.com & SILive.com

Jersey City, NJ January 2004 to January 2008

Category Sales Manager

Manage a sales staff while managing my own account list of advertisers. Provide support on sales calls, train staff on updated presentations and sales materials and keep staff motivated to achieve goals. Work with the marketing department to provide input during the planning stages of NJ.com’s media schedule.

●Develop business plans with Print Managers.

●Responsible for executing online programs and the transition from print to internet.

●Build and maintain relationships with 14 affiliate newspapers weekly and 3 affiliates monthly to close joint digital media sales

●Increased the total number of Interactive Advertisers by 30%

●Increased revenue (47% from 2005 to 2006) ( $240k to $1.2 million 2005 to 2008)

●Weekly Status reports, Monthly reports and quarterly reports covering goals, state of the local market, achievements and future forecasts.

●Monthly meetings to set rates structure, to discuss web site development such as video commercials, sponsored brand and geo targeting ads

●Organized and developed systems to help the sales staff to work more efficiently to achieve their sales goals.

●Built awareness of NJ.com amongst local & national businesses and trade shows

●Monthly meetings with sales staff & creative team to discuss new ideas to keep the ads fresh

●Involvement with advertising agencies to educate them on the benefits of Internet advertising and the advertising opportunities the Internet offers their clients.

●Responsible for the design, development and implementation of operational processes and programs that drive and support commercial growth, profitability and execution.

●Record 1st quarter personal new gross billings of $225,557.25

●Establish annual sales objectives that will drive the attainment of business objectives.

●Provide on-going market support, reviews and recommend modifications to the headquarters/division strategy to insure success based on local competitive issues.

●Work with division leadership to develop and execute commercial marketing strategies, up selling and retention.

●Generating new sales on a weekly basis

●Management of a proprietary software system for ad submission and customer relations

Financial Software Inc. Westwood, NJ October 1997 to November 2004

Publisher/Online General Manager

Developed and executed contextual and behavioral targeted online advertising campaigns geared to create awareness, drive traffic to clients’ websites, promote product trial and increase sales.

●Successfully solicited and negotiated the sale of the company for over $12 million

●Successfully launched and managed 4 websites

●Recruited web designers, editors, customer service reps and coordinators.

●Hired and trained a staff of 6

●Overall accountability for commercial subscribers and financial results. Work across functions and systems to encourage effective investment in and development of the commercial business

●Solicited Agencies to generate $25k per month in advertising sponsorships

●Identified and researched new business opportunities. Implemented strategies to pursue those opportunities which will brought revenue and entrance into new markets.

●Assisted book keepers and auditing accountants with detailed monthly, quarterly and annual reports for the majority shareholders & Securities & Exchange Commission

●Responsible for negotiating, buying and analyzing local television, radio and national advertising schedules

●Campaign summaries detailing the results of the advertising programs

●Generated and increased traffic and revenues through banner and search-engine advertising

●Built a revenue sharing relationship with S&P Comstock, a division of McGraw Hill, to deliver financial research via the Internet

●Delivered and exceeded budgeted sales and net subscriber results.

●Forecasted future subscriber activity and adjusted tactical activities to correct misses and capitalize on opportunities.

Investors Associates/Westfalia Investments/Jagnotes.com Inc.

Cranford, NJ February 1992 to October 1997

Stock Broker/Online Manager/Proprietary Trader

●Securities Industries Series 7 & 63 License

●Bloomberg Terminal, Instanet

●Create and maintain new accounts.

●Offer high quality customer service in a professional manner.

●Carry out trades for customers (over the phone or walk-in).

●Put up stock quotes and news to customers.

●Accept stock certificates and customer checks.

●Offer all types of customer services for all aspects of account maintenance.

●Complete all the pending ACATS transfers.

●Help the customers on the Internet when the Internet is down and answer to their questions.

●Keep up with margin delinquencies, record items, work short option report.

●Handled margin accounts.

●Follow up on leads from potential customers.

●Execute other projects/duties as assigned.

●Initiated involvement with Internet publishing and advertising

●Sold advertising and created static “Sponsored Top Spot” at $2,000 per day

●Responsible for researching, planning, negotiating and buying advertising schedules.

●Employed search-engine marketing to increase traffic & subscriptions

●Achieved internet revenues in excess of $1 million in 6 months

●Integrated a dozen different content producers & publishers for daily free content

●Provided strategic/technical analysis to a CEO/executive team

●Used low-cost, online/offline PR and guerrilla marketing techniques to promote the website.

General Motors Corp. Linden NJ May 1990 to October 1990

Summer Temp May 1991 to October 1991

EDUCATION

Bergen Community, Paramus, NJ

Business Administration

Pace University, NYC, NY

Finance, Financial Markets

COMPUTER SKILLS / INDUSTRY RESEARCH TOOLS

Bloomberg Terminal, Instanet, Google Analytics, Microsoft Excel, Word, Power Point, Omniture, Joomla, Mambo, Front Page, Epicor, ComScore, Brainworks, Gabriels Auto Admin & Recruitment, McClatchy Interactive, Dart, Domain Management, Town News & Adsys.

REFERENCES FURNISHED UPON REQUEST

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