Joe Bolser Email and Phone Number

• Determine clients' particular needs and financial situations through fact-finding appointments; determining extent of present coverage and need for additional coverage• Obtained underwriting approval by completing application and phone interview with client.• Provided continuing service by processing changes in beneficiary and death benefit amount.• Update job knowledge by participating in educational opportunities and reading professional publications

Sales Support• Maintaining and expanding the database of prospects of the organization. • Creating and delivering qualified leads to Outside Sales Representatives• Assist Outside sales team with proposals, follow up with clients and account managementMarketing • Develop target customer lists for marketing emails, Outside sales calls, and event invitations. • Assist in design and distribution of marketing announcements of classes, promotions, & events.• Assist the Marketing team in utilization of social media to improve the Tandem Solution brand. • Schedule and coordinate webinars, and special marketing events. • Review student evaluations to cultivate future sales opportunitiesOperations • Assist in overall enrollment process and scheduling of instructors, vendors, and classrooms.• Ensure up-to-date SharePoint Calendar, Guaranteed-to-Run schedule, website, & course outlines. • Maintain up to date company listing of partners, vendors, and instructor information. • Review student evaluations, report results, and follow up on leads weekly. • Assist in Classroom setup and preparation, & ensure students have optimum learning experience.

Server• Take food and beverage orders and enter all orders as quickly as possible while maintaining the proper sequence.• Utilize teamwork and serve food and beverages to other sections when other servers are busy with other duties.• Coordinate with kitchen staff just to ensure that service is on time and quality of food is according to the company’s standards.

Key Holder• Supervised and managed a team of up to 6 people and ensured that sales goals were met.• Assigned duties, scheduled and trained new employees, and organized in-store promotions.• Applied logistics to the arrangement of the sales floor to promote products and increase sales.• Managed product inventory and accurately fulfilled internet orders using UPS WorldShip.Sales Associate• Greeted customers and provided friendly customer service. • Assisted customers during their shopping.• Rang customers up at the cash register using CounterPoint Point of Sale software.• Provided an overall fun and friendly work environment.

Courtesy Clerk• Directed customers to products and provided friendly customer service.• Created product displays that follow learned advertising and marketing strategies.