Joseph Cajka Email & Phone Number

Maineville, Oh, Us

Cincinnati, Ohio, United States

Cincinnati, Oh

• Build and maintain relationships with financial advisors, licensed bankers, and centers of influence in order to increase territory sales. o Use open-ended questioning regarding book of business and client base to position suite of annuity and life insurance solutions.• Work with financial advisors to achieve their sales goals by providing education, sales ideas, and referral training.• Act as a point of contact; collaborating with various teams to resolve escalated cases.• Support external wholesalers through appointment generation and follow-up; communicating features and benefits to help close the sale.• Work as a resource for new and current employees. o Provide new and existing team members with both sales and technical training. o Conduct monthly one-on-one call monitoring sessions, providing individual feedback to help improve accuracy and effectiveness during sales and service calls. o Present new and relevant information and sales presentations at team meetings.• Additional Teams and Committees o Training Development Team ▪ Currently leading a team charged with revamping employee training and the creation of an internal wholesaler handbook. o Marketing Committee ▪ Develop sales campaigns and best practices for use by the wholesaling team. ▪ Develop and introduce new marketing pieces for team. o Wholesaler Development Institute ▪ Work with executive management to enhance presentation and profiling skills.

Cincinnati Area

Cincinnati, Oh

Hamilton, Oh

• Develop customized suite of products and services that meet the consumer needs through analysis and profiling.o Analyze tax returns and credit reports to find ways of putting clients in a better financial position.• Coordinate branch investment and insurance goals through tracking and plan development.• Responsible for surpassing goals in loan origination, new accounts, investment sales, and mortgage referrals.

Cincinnati, Oh

• Develop customized suite of products and services that meet the consumer needs through analysis and profiling. • Develop and implement branch sales plan by breaking down goals and customizing strategies to increase employee engagement and to attain branch goals.• Provide branch sales updates through tracking and reporting processes to increase awareness and generate sales revenue.• Train and develop associates to meet branch and career goals. • Develop new customer relationships as well as enhance existing relationships.o Leadership Roles• Investment Coordinator• Demand Deposit Account Coordinator• Credit Card Coordinator• Campaign Manager

Bachelor Of Science (B.S.), Kinesiology And Exercise Science

Master Of Accountancy, Accounting