Joseph Jeffers Email and Phone Number

Financial planner focused on life/disability insurance, tax optimization, investment strategies, estate planning, and more. Let’s plan your financial security with integrity and tailored solutions.

Strategically expanded customer base by increasing repeat customer rate by 50% within one year through SEO optimization, targeted loyalty, and referral programs, and superior customer service initiatives, leveraging strong sales tactics and customer engagement strategies.Enhanced operational efficiency by creating a website and optimizing order checkout process efficiency to improve order accuracy, resulting in less than 1% order corrections. This was achieved by integrating advanced payment technologies, pursuing intuitive webpage workflows, and streamlining user experience following careful vendor negotiations and technology selection.Boosted customer satisfaction by maintaining a customer satisfaction rate above 98%, reflecting a commitment to service, integrity, excellence, and quality, underpinned by effective communication and negotiation with suppliers to ensure the highest service standards.Drove revenue growth by expanding annual revenue by 500% through diversifying service offerings, pivoting customer relations management, and making strategic investments in marketing and infrastructure, utilizing adept sales strategies and stakeholder negotiations to maximize return on investments.Demonstrated aptitude in strategic planning and investment by identifying high-return investment opportunities and aligning them with long-term business goals, employing advanced negotiation skills to secure favorable terms and reliable maintenance practices, while partnering with other entrepreneurs and business owners to identify and fill needs gaps in the local market.Fostered a culture of performance and accountability by leading a team towards achieving set business objectives, with a focus on training staff and business partners in effective sales techniques and customer service to find the win-win solution.Managed daily operations and financial strategies efficiently, ensuring optimal resource utilization and budget adherence, with a hands-on approach.

New project development and kickoff, meeting customer requirements with innovative process development. Utilized as subject matter expert in workholding and tooling applications for feasibility study and KPI reporting for finance and executive board members.

Establish and manage spare parts inventory within SAP by building and updating equipment BOM's, referencing documentation and engineering resources.Procure required materials as needed by using forecasted planning and immediate demand to weight urgency and risk.

Design and Symmetrical Tool Grinding Specialist: step-drills, pre-reamers, finishing-reamers, etc.

Solution based sales specialist for residential and commercial construction projects.

Shift Manager and Regional Trainer within a four location customer service franchise