John Erb

John Erb

Member Service Representative

Followers of John Erb542 followers
location of John ErbCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Regional Vice President at Raymond James Investment Management

  • Education

    • Indiana University Fort Wayne

      -
      Bachelor of Business Administration - BBA Business Administration and Management, General 3.67/4.0

      Activities and Societies: Delta Sigma Pi

  • Experience

    • Professional Federal Credit Union

      Oct 2008 - May 2010
      Member Service Representative

      - Assisted members with daily transactions including deposits, withdrawals, and transfers- Recommended products and services to members based off personal need and company promotions

    • Total Quality Logistics

      May 2010 - Feb 2014
      Logistics Account Executive

      Created book of business via phones sales focused on improving over-the-road transportation for my customers. Set and negotiated prices with customers and trucking companies alike. Maintained communication throughout transit.- Achieved over $2.9M in sales from over 50 customers resulting in $640k in revenue by building own book of business via cold calling while establishing and maintaining successful business relationships- Taught monthly sales training class to new brokers on how to build a successful book of business- Mentored and trained 5 assistants in sales, market pricing, forecasting, customer service, and all skills necessary to become successful brokers - Achieved the Most Improved Award 2011- Paid my draw off within my first year as a commissioned broker and remained a profitable employee for TQL throughout my tenure- Reviewed real-time market conditions to provide customers with immediate price quotes in a fast-paced and volatile environment- Provided 24/7 business support through excellent communication, forecasting, and planning Show less

    • Custom Fundraising Solutions

      Mar 2014 - Oct 2014
      Operations Manager

      We are a company that helps schools raise money for extracurricular activities including band, choir, and sports. We have unique systems and products that enable us to earn thousands of dollars for schools in a single day. - Achieved #2 sales associate status while working fundraisers - Developed and implemented new training procedures for sales staff focused on providing more detailed, controlled, and profitable sales- Obtained an 11% reduction in expenses by creating strategies to improve efficiency including the elimination of unnecessary services and reusing previously discarded materials- Introduced improved time management strategies for president such as hiring additional staff, which allowed president to delegate tasks and focus on increasing profitable sales activities- Managed daily operations including customer service, product deliveries, and inventory Show less

    • Job News

      Mar 2015 - Sept 2015
      Major Accounts Manager

      I help my clients reach job-seekers with digital, print, job fair, and broadcast media. I do recruitment advertising; I'm not a recruiter or part of a staffing company. If you're hiring, I can help get your message out to your ideal audience. Please let me know if you or someone you know wants to attract additional talent. - Built book of business via inside and outside sales resulting in sales to 19 customers across diverse industries- Handled entire sales cycle from lead generation to follow up after close- Identified customers' pain points and needs through effective questioning and suggested effective solution(s) from diverse product line Show less

    • Raymond James Investment Management

      Sept 2015 - now

      External wholesaler covering the great states of North Carolina and South Carolina Hybrid wholesaler covering the great states of Arkansas, Maine, & South Carolina Internal wholesaler covering Connecticut, Massachusetts, Rhode Island, and New Jersey

      • Regional Vice President

        Oct 2022 - now
      • Regional Vice President

        Oct 2018 - Oct 2022
      • Internal Wholesaler

        Sept 2015 - Oct 2018
  • Licenses & Certifications

    • Series 7 - General Securities Representative Exam (GSRE)

      Financial Industry Regulatory Authority (FINRA)
      Nov 2015
    • Series 66 - Uniform Combined State Law Examination

      Financial Industry Regulatory Authority (FINRA)
      Apr 2017