Summary
Overview
Work History
Education
Skills
Timeline
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Joel Maher

Joel Maher

Ozark

Summary

Sales Professional | Licensed Life, Health, Property & Casualty Insurance Agent

10+ Years of Sales & Management Experience in the Marine Industry

Accomplished sales professional with over 10 years of experience in sales and management within the marine industry, combined with comprehensive knowledge of life, health, property, and casualty insurance. Proven ability to drive sales growth, manage high-performing teams, and deliver tailored solutions to meet the unique needs of clients in the marine sector.

Licensed in life, health, property, and casualty insurance, with expertise in crafting insurance packages designed to protect marine assets and provide financial security. Adept at cultivating and maintaining long-term customer relationships, understanding client needs, and presenting comprehensive insurance products that align with those needs. Known for consistently exceeding sales targets and fostering a positive, results-oriented team culture.

Overview

17
17
years of professional experience

Work History

Financial Representative

Northwestern Mutual
07.2024 - Current
  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.

Sales Specialist

Starboard Marinas Inc
05.2023 - 07.2024
  • High end Boat Sales of top quality brands including, Cobalt Boats, Natique Boats, Harris Boats and Boston Whaler.
  • Built rapport with customers and assessed needs to make product recommendations and upsell.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Boosted customer satisfaction by providing exceptional product knowledge and tailored recommendations.
  • Provided ongoing support to existing clients, maintaining a high level of satisfaction and encouraging repeat business.
  • Managed sales pipeline effectively, prioritizing tasks to maximize revenue potential.
  • Exceeded sales targets by consistently meeting and surpassing monthly quotas.

Insurance Sales

State Farm
01.2023 - 05.2023
  • Remote Insurance Sales
  • Maintained a valid insurance license
  • Work with clients to provide insurance quotes on Auto, Home, Life, and Commercial insurance needs
  • Communicate with clients via phone, text and email
  • Work with team members to make sure all customers needs are met
  • Review continuing education courses to stay up to date with any new product lines or current offer benefits

Regional Sales

Avalon & Tahoe Mfg.
01.2015 - 04.2023
  • Travel to many US cities assisting dealers with sales at boat shows
  • Train dealer sales staff on additional product knowledge and sales techniques
  • Communicate with potential buyers the in's and outs of the product
  • Build relationships with other boat dealers for future B2B sales opportunities

Sales Manager/Owner

Central Crossing Marine
01.2008 - 01.2022
  • Managed sales department and all responsibilities sales related
  • Managed financial bookkeeping for the company using QuickBooks
  • Managed all watersports tutorials and demo's for new and used boat customers
  • Worked with OEM manufacturers to get new products ordered
  • Led sales team meetings to ensure all staff was up to date on current products and all customer needs were met
  • Led safety meetings with service department to ensure all compliance and safety requirements are being adhered to
  • Includes work in the shop and offsite work performed on customers property
  • Worked with customers to diagnose service maintenance related problems and understand the cause of these issues
  • Regularly assisted mechanics with any of their needs in the service department
  • Answered phone calls, greeted clients, and scheduled sales or service appointments
  • Worked with the parts department to ensure all inventory was accounted for and parts were being ordered as needed for routine service customers

Education

Cassville High School
Cassville, MO
05-2012

Skills

  • Customer service
  • Payment plans
  • Relationship building
  • Selling techniques
  • Project management
  • Sales expertise
  • Portfolio management
  • Product recommendations
  • Attention to detail
  • Detail-oriented
  • Team building
  • Product knowledge

Timeline

Financial Representative

Northwestern Mutual
07.2024 - Current

Sales Specialist

Starboard Marinas Inc
05.2023 - 07.2024

Insurance Sales

State Farm
01.2023 - 05.2023

Regional Sales

Avalon & Tahoe Mfg.
01.2015 - 04.2023

Sales Manager/Owner

Central Crossing Marine
01.2008 - 01.2022

Cassville High School

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Joel Maher