Joe Arnstein Email & Phone Number

Milwaukee, Wisconsin, US

AI Prompt Engineering Consulting

Milwaukee, WI, US

Milwaukee, WI, US

Milwaukee, WI, US

• Responsible for consulting organizations on their software, GHS, Lean/5s, safety and facility identification programs. Identifying new business opportunities and developing strategic relationships within multiple.
• Consistently exceeding revenue target
• Supporting the organization in interim Salesforce.com Admin gap; run necessary reports and analytics for management and sales team, test new platforms within sandboxes, facilitate and encourage accurate adoption within.
• Worked directly with the digital marketing team to create streamlined processes through Salesforce.com to qualify leads and improve the lead quality.
• Generating new business and leads through creative and strategic avenues; i.e. trade association membership lists,industrial and trade directories, business browsers, association websites and other sources utilizing.
• Own and manage entire process for assigned sales territory, coordinating with all touch points of the process andproviding prompt and accurate service to the customer at all times

Milwaukee, WI, US

• Worked closely with financial professionals educating them on technology and strategies that could help enhance their financial practice. Whether an advisor is looking to grow, retain, or create efficiencies with their.
• Successfully built partnership with Transamerica, allowing their representatives the use of our software, and purchase directly from Advicent
• Consistently above goal in monthly ACV, through new business generation via prospecting and cold-calling; while conducting market analysis and leveraging existing relationships
• Drove entire sales process: targeting top-prospects, identifying client solutions, conducting software demonstrations, and negotiating & closing new business
• Managed book of existing customers; including contract renewals and support
• Acted as a solutions consultant helping partners with their unique critical business issues and strategic initiatives, to utilize our software as a service

Milwaukee, WI, US

• Personal production included $50k in sales with 40 lives written in first six months of role, an accolade less than 7% of first-year representatives accomplish nationwide
• Northwestern Mutual Pacesetter First 40, Bronze Selection, and Pacemaker award winnerSuccessfully built strong, long-term relationships with clients to deliver financial security solutions through in-depth fact-finding.
• Prepared and delivered presentations to prospective and current clients; and provided product recommendations on risk management, asset management strategy, and wealth accumulation & preservation
• Phoned prospective leads daily to set new appointments to maintain a high-level of activity
• Recruited and prospected new potential sales representatives

Milwaukee, Wisconsin, US

• Provided effective day-to-day client service and upper management team support to ensure that all projects and requests were executed timely and effectively
• Kept Client and Agency informed throughout entire project cycle via status and conference reports, memos, and other written and verbal communications

New York, New York, US

• Supported both the Customer Relationship Management (CRM) and General Awareness (GA) Teams