Tim Sosa Email & Phone Number

As a Managing Director, I manage a book of 401k clients with over 1B in assets throughout the Midwest. I strategically partner with financial advisors to help oversee the client's day-to-day operations and tactical execution of the 401k.

Albuquerque, New Mexico Area

Albuquerque, New Mexico Area

-Provide outstanding customer service to inbound callers while responding to their inquiries and requests on emplyee benefits plans throughout their employment life-cycle (enrollment to retirement).-Seek opportunities to educate customers to take ownership of their needs and maximize their retirement benefits.-Consult and educate customers to achieve beneficial outcomes for their retirement savings.-Reference multiple on-line resources effectively while simultaneously conversing with customers.-Mitigate risk while adhering to quality procedures and ensuring compliance with regulatory requirements.-Obtain and capture feedback from customers to help identify customer experience improvement opportunities.-Partner across the organization to deliver world-class service and ensure continuous process improvements.

Albuquerque, New Mexico Area

Current record is 9-5. Have become the top ticket seller for King of the Cage in the Southwest region. Maintain a strict schedule to keep competitive edge. Also extremely relationship-oriented with people and businesses to maintain sponsorships and sell tickets in exchange for exposure via various media channels.

Albuquerque, New Mexico Area

Teach kids ranging from 5-12 years old martial arts for fitness and competition purposes as well as life lessons. Maintain a positive and safe environment while upholding professionalism, standards, and ethics. Develop relationships with businesses, individuals, parents and students to help foster and grow the program.

Albuquerque, New Mexico Area

Launched and managed social media presence on Facebook, Twitter, Wordpress, Pinterest and Tumblr. Generated and shared content designed to drive sales by directing traffic to dcmouthguards.com. Increased Facebook "likes" from 2876 to 3056 and followers on Twitter from 441 to 657. Also interacted with customers daily via social, media, email, and phone. Searched for and evaluated prospects for sponsorships.

Albuquerque, New Mexico Area

Sharpened skills in communication, client retention, sales and marketing, and multitasking. During peak periods, had to prioritize and handle multiple orders, market menu items, answer questions quickly, communicate clearly, up sell additional selections and ensure repeat business. My daily tip totals provided highly efficient feedback, as they were based on personal productivity and customer satisfaction.

Albuquerque, New Mexico Area

Developed skills in communication, client retention, sales and marketing, and multitasking. During peak periods, had to prioritize and handle multiple orders, market menu items, answer questions quickly, communicate clearly, up sell additional selections and ensure repeat business. My daily tip totals provided highly efficient feedback, as they were based on personal productivity and customer satisfaction. Supported the business transition from Club 405 to Dublin's Street Pub.

Albuquerque, New Mexico Area

Sharpened confidence,discipline and focus, time and self management and persuasiveness. Developed brand expertise and utilized it by working with and ultimately selling to a wide variety of people. Recognized by store leadership numerous times for highest sales. Became a shift leader and acquired the responsibility of motivating other employees to stay focused and to meet sales goals and objectives while providing great customer service.

Albuquerque, New Mexico Area

Learned confidence,discipline and focus, time and self management and persuasiveness. Developed brand expertise and utilized it by working with and ultimately selling to a wide variety of people. Recognized by store leadership numerous times for highest sales.

Los Lunas, Nm

Gained pride, self-esteem, personal integrity and independence in the workplace. Also gained and developed a foundation and work ethic that will serve me throughout the rest of my life. Worked closely with management to learn the operations of the company in all areas to be able to provide the best service possible.

Bachelor Of Business Administration (Bba), Marketing/Marketing Management, General

High School Diploma