Joseph B Sosa

*** ** ***** ***, ******** Pines Fl, 33027

305-***-**** ad35i6@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

•Experienced Business Development professional in the Corporate Services space, with an existing portfolio of investment management and law firm clients.

•Uncovering client needs and recommending appropriate products or services.

•Selling solutions to customers and then backing up those sales with top-quality service.

•Building relationships with coworkers, clients, and strategic partners.

•Developing processes and strategies to increase referrals and revenue.

EXPERIENCE:

TMF Group, Miami FL August 2017 - Present

Vice President of Global Sales, March 2020 - Present

Promoted to Vice President of Global Sales with experience helping companies successfully manage their operations and strategies to maximize efficiency and optimize results and revenue.

We focus on providing specialized and business-critical financial and administrative services that enable our clients to operate their corporate structures, finance vehicles and Alternative investment funds in different geographical locations. We specialized in helping companies that needed to expand to 20 or more countries with $500,000 USD in yearly revenue.

Our core services can help companies of all sizes with HR and payroll, accounting and tax, corporate secretarial, international corporate structuring and structured finance – whether a company wants to globalize, or whether they need support to streamline existing operations.

Global Expansion Executive, January 2019 – March 2020

Promoted to Global Expansion Executive with experience helping companies successfully manage their operations and strategies to maximize efficiency and optimize results and revenue.

We focus on providing specialized and business-critical financial and administrative services that enable our clients to operate their corporate structures, finance vehicles and Alternative investment funds in different geographical locations. We specialized in helping clients expand to at least 5 countries and $250,000 in Yearly revenue.

Our core services can help companies of all sizes with HR and payroll, accounting and tax, corporate secretarial, international corporate structuring and structured finance – whether a company wants to globalize, or whether they need support to streamline existing operations.

Inside Sales Executive, August 2017 – January 2019

Started a new department of inside sales which the objective was to prospect and find new leads and help cultivate to clients, thru what help create blitz campaigns. We would prospect their phone number and emails and send daily and weekly about ongoing compliance changes that could affect their business and offer a complementary health check to make sure they were compliant. The Inside Sales team was phenomenally successful in finding and developing new prospect which was then given to the Global Sales Team to close.

Globelend Capital, Miami FL February 2016 – August 2017

Business Funding Director

Helping businesses with business loans to help meet their expansion projects or investing in inventory, equipment or working capital.

Together as a team, we go over the 6 months to long-term goals in achieving maximum growth and profits for their businesses.

First Data Merchant Services, Miami FL January 2014 - February 2016

Business Consultant

Worked with ten bank branches, with tellers, personal bankers, business bankers, in training them about merchant services, teaching different techniques on how to get referrals from existing business customers.

Offered merchant services to all bank customers credit card terminals, mobile pay applications for cell phones, and e-commerce for websites

Averaged 25 to 30 cold calls daily to small businesses to set up appointments and foot prospecting every week to supplement productivity from branches

Helped customers program set up their credit card terminals and ask for fellow business owner’s referrals that they may know.

Bank of America Merchant Services, Miami Fl December 2013 to November 2011

Sales Account Executive

Worked with three bank branches, with tellers, personal bankers, business bankers, in training them about merchant services, teaching different techniques on how to get referrals from existing business customers.

Offered merchant services to all bank customers credit card terminals, mobile pay applications for cell phones, and e-commerce for websites

Averaged 25 to 30 cold calls daily to small businesses to set up appointments and also foot prospecting every week to supplement productivity from branches

Helped customers program set up their credit card terminals and ask for fellow business owner’s referrals that they may know.

ADDITIONAL EXPERIENCE

Investment Adviser Allstate Financial Services, Miami FL

Personal Banker Chase Bank, Miami, FL

Financial Specialist Wachovia N.A., Miami, FL

Affluent Banker J.P. Morgan Chase N.A. Houston, TX

Senior Regional Manager Primerica Financial Services Houston, TX

NASD/FINRA LICENSES:

Series 6

Series 63

214 Life Insurance License

Variable Annuity License

EDUCATION:

GED

Wilmington High School

SKILLS:

Languages: English, Spanish

Computer: Microsoft Office, and PowerPoint, Excel, Word

Contact this candidate