Jolisa Gonzalez Email & Phone Number

Cleveland, Oh, Us

Chicago, Illinois, United States

Beachwood, Ohio, United States

In my role at Stratos Wealth Partners, I work closely with Samer Hilal to drive business growth and manage key aspects of the insurance division. My key responsibilities include:Life & Medicare Insurance Sales: Conducting life and Medicare insurance sales, providing tailored solutions to meet clients' diverse needs.Business Development: Developing and executing comprehensive marketing campaigns to enhance brand visibility and attract new clients.Digital Presence Optimization: Managing and optimizing the company’s digital presence across various online platforms to ensure consistent and engaging communication with our audience.Client Relationship Management: Fostering and maintaining strong client relationships, ensuring satisfaction and loyalty through personalized service and effective communication.Event Planning: Planning and coordinating client appreciation events and seminars to promote engagement and networking opportunities.Team Mentorship: Mentoring and training marketing staff members to enhance their skills and performance, ensuring the team operates efficiently and effectively.CRM Support: Providing support for the Customer Relationship Management (CRM) system, ensuring accurate data entry and effective utilization of the system for better client management.This role has allowed me to deepen my expertise in business development, marketing, and insurance sales, while also honing my leadership and client relationship management skills.

Beachwood, Ohio, United States

Securities offered through LPL Financial, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Beachwood, Ohio, United States

At Stratos Wealth Partners, I provided essential support to President and CEO Jeff Concepcion, focusing on enhancing operational efficiency and contributing to the company's expansion efforts. My key responsibilities included:Administrative Support: Delivered professional, responsive, and reliable support to maximize the CEO’s time and productivity daily.Event Coordination: Played a key role in planning and coordinating the Stratos National Conference, a 3-day event with 300+ attendees and sponsors, ensuring all details were meticulously managed.Travel Management: Created detailed travel itinerary portfolios for the CEO, remaining available to address last-minute changes and ensure smooth travel experiences.Salesforce Database Management: Maintained and managed the Salesforce database, ensuring accurate data entry and efficient utilization of the system.Facilities and Building Maintenance: Assisted with facilities and building maintenance responsibilities, including coordinating on-site remodeling projects.Project Coordination: Completed projects by establishing objectives, determining priorities, managing time, monitoring progress, problem-solving, and making adjustments to plans as needed.Communication Skills: Facilitated clear and effective communication between the CEO and various stakeholders, both internal and external.This role allowed me to develop and refine my skills in administration, event planning, project management, and communication, contributing to the overall success and growth of Stratos Wealth Partners

Cleveland, Ohio, United States

At the Cleveland Housing Court, I was responsible for a variety of tasks that supported the smooth operation of the court and its services to the community. My key responsibilities included:Conflict Resolution: Assisted in resolving disputes between tenants and landlords, providing clear communication and effective mediation to reach fair outcomes.Project Management: Led and managed multiple projects, including the implementation of a new court system, ensuring timely completion and adherence to quality standards.Community Outreach: Organized and coordinated 26 community events throughout Cleveland, negotiating and booking venues, and maintaining a detailed database of participants and event information.Customer Service: Provided exceptional customer service by resolving issues via telephone, email, and in-person interactions, ensuring the needs and concerns of court visitors were addressed promptly.Event Planning and Execution: Successfully planned and executed court fundraisers and appreciation events, enhancing community engagement and court visibility.My role at the Cleveland Housing Court allowed me to develop strong organizational, communication, and problem-solving skills, which I have carried forward into my current career in financial services.

Cleveland, Oh, United States

Bachelor Of Arts - Ba, Business Studies

Associate Of Arts - Aa, Business Administration And Management, General

Activities and Societies: TRIO Society

Education record