James Taylor
Lodi,CA
Summary
I am a financial services professional with experience in sales, management customer service, and tax preparation. My skills are easily transferable to various positions requiring consultative sales and customer relations ability.
I am highly coachable and can coach as well.
Overview
13
13
years of professional experience
Work History
Office Manager/Senior Tax Associate
H&R BLOCK
01.2018 - Current
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Reviewed files and records to obtain information and respond to requests.
- Managed, scheduled and coordinated office functions and activities for employees.
- Used judgment and initiative in handling confidential matters and requests.
- Through strong managerial and team building converted an underperforming office into one that exceeded goals and expectations
- Prepared tax return documents for clients.
- Identified potential tax issues and provided swift, effective solutions.
- Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
Private Wealth Management Associate
FinDec Wealth Services
10.2023 - 12.2024
- Served as the primary point of contact for client inquiries and requests.
- Maintained and strengthened relationships with high-net-worth clients by providing excellent customer service.
- Assisted in client onboarding, including preparing necessary documentation and ensuring compliance with legal and regulatory requirements.
- Handled routine administrative tasks, such as processing account transactions, wire transfers, and documentation for account openings/closures.
- Coordinated meetings , conference calls, and appointments for financial advisors.
Life Insurance Agent
Select Quote
09.2020 - 09.2022
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales
- Cross-sold ancillary products like Accidental Death and Critical Illness policies.
- Provided warm transfers to other departments to increase sales
- Sold life insurance policies via telephone and assisted other agents with underwriting.
Supervisor
Via Source
08.2011 - 09.2020
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
- Evaluated employee performance and coached and trained to improve weak areas.
- Built calling campaigns for various projects for a variety of clients.
- Performed Quality Assurance ensuring that they followed company protocol. and coaching to improve performance.
Education
Bachelor of Arts - History
Columbia College
Columbia, MO05.1979
Skills
Consultative Sales
Administration and management
Active listening
Coaching
Tax preparation
Timeline
Private Wealth Management Associate
FinDec Wealth Services
10.2023 - 12.2024
Life Insurance Agent
Select Quote
09.2020 - 09.2022
Office Manager/Senior Tax Associate
H&R BLOCK
01.2018 - Current
Supervisor
Via Source
08.2011 - 09.2020
Bachelor of Arts - History
Columbia College
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