Joseph Zuber Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Annapolis, Maryland, United States

Identify and qualifying business leads who can benefit from our services. Explain program and how clients business can benefit. Onboard clients who wish to work with our firm.

West Chester, Ohio, United States

Responsible for working directly with clients to bring them onboard at Facet Wealth. Share Facet’s mission and how working with Facet can be life-changing. Responsible for conveying Facet’s planning pillars and why Facet believe that human advisors are the key to true, quality, actionable guidance for financial planning and wealth management.

West Chester, Ohio

VP Field SalesOct 2014 - May 2019 Responsible for strengthening the relationship and increasing sales volume of clients in the Auto After Market Industry. Currently managing $60MM portfolio. Assisted in developing & training the New Field Team. Assisted in the development of the Connect2U program to help Citi’s Field Team feel more connected with home office.VP Client Development Jul 2013 – Oct 2014 Responsible for rolling out a national PLCC program designed for auto aftermarket industry dealers. Primary goal is to solicit program nationwide, enroll new dealers & obtain annual sales of $10MM. Work closely with client’s field team & region managers to develop solicitation strategy & train the staff of newly enrolled dealers. Oct 2011 – Dec 2013 Successfully implemented a new PLCC in the northeast region of the U.S. for the Ford Motor Company consisting of 300 dealerships. Surpassed company goals enrolling 70% of dealerships & $5MM in annual sales in the 1st year / $13MM in sales the 2nd year. Accomplished goals by training staff on how to use PLCC to close the sale & up selling. Jun 2009 – Sep 2011 Managed a $300MM PLCC program for ICP and Carrier consisting of 1600 HVAC dealers, nationwide. Sales were flat but portfolio was profitable & relationship with client was strong. Clients remarked on my ability to manage expectations, quick responsiveness & meeting their needs. May 2004 – May 2009 Managed a PLCC for furniture dealers of NHFA; consist of 800 dealers/2,500 store locations in U.S.. Increased visibility of program benefits. Identified trade magazines to advertise, interviewed for articles on PLCC finance, sponsored events & spoke at regional conferences. Conceptualized, implemented and managed an incentive program to entice clients to increase their utilization of the program. Grew sales from $450MM to $675MM in 3 year period. Recognized by Citi as a top performer, received the Chairman’s Forum Award.

Baltimore, Maryland Area

Client Manager at GE CapitalJune 2000 - May 2004 (4 years)Managed private label credit card program for 40 Sam’s Club locations in Mid-Atlantic region. Focus was on relationship building, sales growth and legal compliance. Worked with client's regional and local managers in developing strategies that increase sales. Strategies included incentives, contest, and accountability to goals. Grew annual credit sales from $140MM to $450MM in a four year period. In-store processed credit applications grew from 40/mos/store to 100/week/store. Received GE Capital’s Summit Award and recognized by peers receiving the Shark Award.

Marketing/Sales DepartmentProvided specialized reporting to the field team, internal executives and client’s management. Tracked goals and forecasted future volume.Managed the Bill Statement Messaging process.Collections Department Conceptualized and implemented a phone-recording system to monitor business calls of collection department. Conceptualized and implemented a repossession process to recover merchandise from charged-off accounts.Quality Department Managed the process improvement program, Quick Response. Presented team’s innovated ideas to GE Capital’s CEO and his direct reports.Customer ServiceHandle customer disputes.New account and credit limit processing.Implemented a tracking process for missing payments.