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Manager Independent Agent Customer Service

Location:
Wallkill, NY
Posted:
May 20, 2022

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Resume:

Joseph Montalbano M.B.A.

** ***** ***** **

Wallkill, N.Y. 12589

845-***-****

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

CAREER SUMMARY:

Outgoing, charismatic, and experienced individual looking for a career in sales with management potential. I want to use my experience and education to further the company’s goals and the goals of their clients.

WORK EXPERIENCE:

Sales Manager, Protocall/Constellation New Energy, Fishkill, NY 2014-Present

Consistent Top 2 producer every month on my team

Was responsible for team hitting daily/weekly/ and monthly quotas

Cold called businesses to make sales for the company

Sold both gas and electric to small and large sized businesses

Managed a team of 6 reps to achieve production requirements

Sales Manager, Salesfocus Inc/Think Energy, Fishkill, NY 2012-2014

Oversaw 5-8 Reps daily in the energy market

Was responsible for team hitting daily/weekly/ and monthly quotas

Had the 2nd highest producing team for 6 months straight

Built great rapport both with upper management and my sales team

Independent Agent, New York Long Term Care Brokers, Albany, NY, 2006-Present

Helped clients realize their goals through solid financial planning

Built a successful business with excellent customer relations and teamwork

Used multiple insurance programs to help clients achieve their objectives

Account Executive, Renewal by Andersen, Fishkill, NY 2010-2011

Consistent Top 2 Producer while employed

Helped customers with their home improvement projects

Handled the entire process from measurements to contracts

Established rapport and handled all objections and concerns from clients

Account Manager, Netpique/MX Energy, Fishkill, NY 2010

Cold called businesses to make sales for the company

Handled all statement analysis for business owners

Through customer service transitioned new accounts for the company

Merchant Services Representative, Encore Payment System, Dallas, TX, 2008-2010

Was a consistent top 5 producer on a 20 person team

Sold merchant services to business owners both large and small

Sold both equipment and processing to multiple accounts

Participated in all team conference calls and training modules

EDUCATION:

Mount Saint Mary College, Newburgh NY

M.B.A. in Management Principles January 2004, Summa Cum Laude G.P.A. 3.6

Thesis Topic: “Can Ethics and Sports management Co-Exist” Published 2004

Siena College, Loudonville, NY

B.S. in Marketing Management, May 2001 G.P.A. in major 3.0



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