John Perez Email & Phone Number

Longmeadow, Ma

Selling auto, home, life and other insurance products to individuals and Affinity groups within assigned territory using consultative selling techniques. Create and maintaining sales pipeline of prospect by cold calling and referrals. Identify prospective customers using established lead methods. Counsel and advise prospects and policyholders on matters of protection and coverage. Developing and maintaining business relationships with policyholders and within community. Making group presentations to decision-makers in Affinity organizations. Servicing and maintaining renewal policies. Participate in various incentive programs and contests designed to support achievement of production goals. Meeting goals for volume of quality new business quoted and written within company guidelines. Maintaining current Life and P&C insurance licenses by completing mandated state education requirements.

Springfield, Massachusetts Area

Managed daily operations, including the coordination of consultants and their projects. Consulted directly to clients on location and developed strategic plans to solve client’s business challenges. Created training programs for client’s personnel in the areas of customer services, sales, negotiations and inter-cultural relationships. Developed scalable business concepts for customers based on their financial and managerial ability to implement recommended plans. Executed developed strategy at a pace according to client’s ability to gasp and implement solutions proposed. Ensure clients receive all the assistance needed to implement recommendations. Negotiated with client’s bankers and other sources of financing to create the proper financial structure for the client’s businesses. Promoted and created marketing and media plans for clients. Handled client’s businesses transfer of assets for client looking for an exit strategy.

Springfield, Massachusetts Area

Cold called on the owners and c-level executives of several small and medium-sized businesses on a daily basis to offer management consulting services. Maintained a sales lead database and Maintained a daily sales pipeline of prospects. Performed daily follow-up calls and promote services using several channels among New England’s small and mid-sized business owners.

Feeding Hills, Ma

Bought and sold blocks of radio air time in a Spanish-speaking AM radio station to small businesses and non-profit organizations which needed to promote their business among the Hispanic population of Western Massachusetts. Cold called on several small business owners and non-profit organizations daily to offer promotional services. Wrote, directed and produced radio spots in Spanish for local businesses and professionals in need to reach to Hispanic market in Western Massachusetts.

San Juan, Puerto Rico

Developed, raised capital and consulted in the creation of branded internet access business model for commercial banks in Puerto Rico in conjunction with local Internet Service Providers. Acted as business consultant for the creation, management and operation of a premium cigar distribution company. Sold, kept and maintained over 200 cigar humidors in sport bars and restaurants around Puerto Rico’s largest towns.Developed, in conjunction with local hoteliers and two major Law firms in Puerto Rico, the first business concierge service directed to business travelers in the Caribbean.Started and promoted the creation of the first legal concert’s tickets resealing service in Puerto Rico.

Mayaguez, Puerto Rico

Offered financial products and services to products and services to clients for investment purposes using consultative selling skills. Applied knowledge of securities, investment plans, insurance products, market conditions, regulations, and particular clients’ financial objectives to create a balanced portfolio of securities and insurance products in accordance of client’s needs. Created a portfolio of prospects from the bank manager’s referrals and follow-up to procure sales.

San Juan, Pr

Developed, designed, managed and executed project work plans to digitalize all dairy delivery routes for more than 300 refrigerated delivery trucks for the biggest dairy company in Puerto Rico. Managed day-to-day operational aspects of the conversion project. Managed the routing project personnel including hiring. Produced monthly reports to the company’s upper management and made presentations of the results and challenges. Took part in the evaluation of the technology to be implemented and in the selection process of the equipment to be used by dairy vendors.

San Juan, Puerto Rico

Offered financial and insurance products and services to clients for investment purposes. Created a client portfolio by cold Calling on individuals and businesses to offer insurance and investment products and services. Increase business and personal lines portfolio of prospects by a combination of cold calling, networking and referrals from existing customers. Provided customer service to my current customers as well as to other assigned to me by the agency.

Edp, Marketing, Negotiation, Executive Development Program, Marketing, Negotiation

Executive Education in Negotiation, Marketing of High Tech Products and Services and Executive Development Program (Jan/01)

Electrical And Electronics Engineering

Electrical Engineering

Industrial Engineering

Industrial Engeneering