Johnny Joseph

Johnny Joseph

Work experience

Work experience
Sep 2006 - Present

Sole Proprietor

Financial Fitness Advisor


Cold calling to develop new business

Meet with clients to prepare "Needs Analysis"

Recommend products(s) for their investment strategy going forward

Submit applications to insurance companies

Delivery of annuity and life insurance policies to client upon completion of approval

Advised clients on diversifying their investment portfolios for risk avoidance, providing experience in planning for estate and transference of assets to clients and their heirs.

Dec 2004 - Sep 2006

Independent Agent

Beacon Retirement Planning Group

Worked exclusively with individuals who were approaching retirement or had already retired.

Implemented a program to aid individuals in their future choices with regard to their investment portfolio

Prepare presentations

Increased life insurance and annuity sales by 20% in my first year and continued the growth throughout my employment with Beacon

Organized client meetings and seminars

Point of contact for clients and prospective clients

Telephone solicitation

Developed relationships with prospective clients

Apr 2004 - Dec 2004

Auto Sales Representative

Mossy Chevrolet

Consistently top producer

Internet Sales Specialist

Assisted the Used Car Manager in buying and customizing vehicles for resale.


Jan 2005 - Feb 2005


Mike Russ Insurance Schools