Insurance Representative

JONATHAN JOSEPHS

Richmond, CA

***-***-***** *********@*****.***

https://www.linkedin.com/in/jonathanjosephs001

Insurance Representative

An accomplished, results-oriented, Sales Professional with a proven track record of generating revenue through prospecting, customer relationship management, negotiations and selling strategies. Motivated professional who drives new business by establishing strong alliances with clients and industry leaders to increase market share. Cross-collaborate with multiple business units to achieve growth opportunities. Well organized, demonstrating self-motivation, perseverance with the aptitude to achieve both personal and corporate goals.

Selected Highlights

Completed Property & Casualty Broker/Agent Prelicensing – 3/4/2016.

Completed CA Insurance Code & Ethics Prelicensing – 3/5/2016.

Property & Casualty Broker/Agent State Exam: passed 3/18/2016.

Consistently earned over 98% on Customer Satisfaction Index (CSI) scores.

Exceeded sales forecast after first full year and earned General Club status for outstanding sales achievement.

Recognized for ability to successfully maintain high gross profit margins.

Assisted in business development and marketing efforts, which expanded the company’s customer base.

Played key role in increasing retention, customer satisfaction and customer loyalty by maximizing operational excellence.

Managed and co-designed creative aspects of One World Audio, including logo and website design, product sell sheets, custom show posters and collateral: www.oneworldaudiousa.com

Core Competencies

Client Relationships

Market Penetration

B2B/B2C

New Business

Brand Development

Project Coordination

Training

Advertising

Presentations

Press Releases

Trade Show Logistics

Consulting

Professional Experience

BMW of San Rafael ò San Rafael, CA ò 2015 – Present

Sonnen Motors (Audi & VW) ò San Rafael, CA ò 2013 – 2015

Sales and Leasing Consultant

Consistently earns over 98% on Customer Satisfaction Index scores.

Exceed forecast sales goals with incoming showroom calls and walk-in traffic by instituting a stylized formality, executing needs analysis, selecting the right product, providing demonstrations, negotiating and follow-up.

Ensure strong client relations by managing all customer service aspects of the business.

Develop lasting relationships with contacts, providing an excellent referral source.

Tactfully managed challenging customers and made certain they had top service after better understanding their needs.

Leveraged consultative sales strengths to identify opportunities, nurture relationships and close deals.

Recognized for the ability to successfully maintain high gross profit margins.

Earned consistent client commendations and recipient of several 5-star Yelp.com reviews.

Collaborate with service departments to assist customers with prompt service, satisfaction and loyalty.

One World Audio ò Richmond, CA ò 2009 – 2013

Business Owner

Prospected and awarded entire product line from Lindemann Audiotechnik, for United States importation, after attending the international Hi-End Audio Show in Munich, Germany and auditioning at the Consumer Electronics Show.

Coordinated trade shows logistics, wrote and distributed press releases, and arranged industry product reviews.

Promoted high-resolution computer audio streaming through digital-to-analog components and cutting edge technology.

Awarded, one of only eight, “Best of Show” recognitions from the Editor-In-Chief of The Absolute Sound magazine.

IMMEDIA ò Berkeley CA ò 2007 – 2009

Sales Manager

Oversaw day-to-day operations, including dealer support, customer service, sales, managing inventory, as well as shipping and receiving.

Assisted in business development and marketing efforts, which expanded the company’s dealer base.

Played key role in increasing retention, customer satisfaction and customer loyalty by maximizing operational excellence.

Created tradeshow materials, attended trade shows, promoted and demonstrated new products.

General Binding Corporation ò Northbrook, IL ò 2004 – 2007

Geiger West ò Emeryville, CA ò 2002 – 2004

Walter W. Cribbins Company ò Emeryville, CA ò 1995 – 2002

Account Executive

Recruited by GBC to work in their Document Finishing Division.

Responsible for procuring revenue generating categories, including binding equipment, laminators, service contracts, binding and lamination supplies, custom printed covers, binders, tabs and folders.

Demonstrated ability to service a variety of customer base, while maintaining company goals and objectives.

Engaged customers by assessing their needs and providing solutions tailored to meet their requirements.

Exceeded sales forecast after first full year and earned General Club status for outstanding sales achievement.

Achieved preferred vendor status at Banc America Securities, Merrill Lynch and Wells Fargo (Houston).

Demonstrated ability to organize and present solutions to varied audiences.

Awarded the Star Performer Award for achieving the highest gross profit in the Western Division.

Built client base from the ground up by completing cold and warm calling to publicize the company’s mission, products and services.

Achieved and maintained over 30% annual sales growth by providing creative solutions and using effective training and personalized talent-based placement techniques.

Navigated past “gatekeepers” and sold creative services directly to Vice President and C level executives at the nations’ top financial institutions.

Education

San Diego State University, San Diego, CA:

Bachelor of Arts – Speech Communications

Snow College, Ephraim, UT:

Associate of Science - Biology, General

Certifications or Additional Education

Property & Casualty Broker/Agent Certificate

Insurance Code & Ethics Certificate:

Passed State Exam: Property & Casualty Broker/Agent

BMW- Sales Immersion for Client Advisors

Volkswagen Elite Sales Training (VEST)

Certified Sales Professional (CSP)

SPIN Selling

Customer Concentric Selling

Additional Credentials

Technical Skills

Mac OS, Windows 7 Professional, Microsoft Office (Word, Excel, PowerPoint, Outlook, Access, Publisher)/ Adobe Illustrator/ Pages/ Reynolds and Reynolds CRM/ DealerSpeed CRM

Honors & Awards

Top Consumer Satisfaction Index ratings

Best of Show from The Absolute Sound magazine

Highest GPM - Star Award

General Club Honoree

Organizations

Los Angeles - Orange County Audiophile Association

Volunteering Experience

Activities/Accomplishments

Vice President of our Homeowners Association: served three terms (six years).

While earning a Bachelor Degree at SDSU:

Vice President of the Communication Resource Association

Director of Sales A.B.S.C. Student Employment Center

Internship with the San Diego County Probation Department

Interests

Love music both live and reproduced; still an advocate for analog, but appreciate the developments in the digital domain; married and have a wonderful daughter; we adopt rescued dogs; amassed a small collection of vintage electric guitars; recently remodeled two residential properties; enjoy fine foods and wine; love to cook and entertain; enjoy international travel and family vacationing; active in community service.

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