Javier Lora Email & Phone Number

Middle Island, Ny, Us

Milwaukee, Wi, Us

My mission is to evalute, analyze and present people, businesses and professionals a full comprenhensive review of their financial goals and provide solutions towards security and growth of their assets.More specifically, I help my clients in the areas of financial security: risk management (life, disability and long-term care insurance), wealth accumulation (retirement planning, education funding, other financial goals) and wealth preservation and distribution (estate planning, tax efficiency)The best way to achieve financial goals is to identify the current financial picture and align it with future financial goals.By listing goals and objectives, identifying assets and liabilities, and comparing what you have to what you want, I work with my clients to define their vision of a secure financial future, focus on providing solutions in line with that vision, and work towards achieving results

London, Gb

San Francisco, California, Us

Objective was to coach, develop and motivate Sales Professionals to develop new business through needs based selling..Manage the Sales and Service Process through real time coaching and trended observations.Recruit, hire, develop, and retain the best employees for each position while utilizing corporate resources to manage and maintain staffing levels with sensitivity towards diversity.Directly manage all human resources processes for all performance reports, appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc.Spend majority of time in the field teaching relevant skills and coaching on-going behavior for financial center team to assist in achievement of performance objectivesDevelop and implement strategic service and retention action plans, that capitalize on opportunities, competitors’ weaknesses, and support overall corporate goals.Ability to cross sell face to face and/or over the phone. Provide financial consulting to existing customers and assess their long-term financial goalsPerform quality proactive aggressive sales activities.Develop a rapport with small businesses between 5 and 15 million in revenue and seek out possible lending facilities and deposit relationships