JAMES M. BARTLEY P.O. Box 256 Branford, CT 06405 (203) 228-0259 Email: bartley1960@hotmail.com PROFILE Experienced communicator seeks professional position where speaking, writing, computer, and time management skills are necessary to meet goals and objectives. Expertise encompasses corporate, non-profit, and educational institutions. Strengths include research, writing, analysis, and client/donor cultivation and follow-up. Skilled in the preparation of business and grant proposals. Utilized a variety of software systems to maintain and track client information. ACCOMPLISHMENTS Advisors' Academy, Westbrook, CT. Client Relations Specialist. 2008 to 2011. *Work in tandem with senior management to recruit independent financial advisors and independent insurance agents to bring them under our umbrella. Use a variety of lead sources to contact potential lead sources. Determine if potential advisors/agents business model is a good fit for our organization by following a disturbing track to get said advisor/prospect to admit they have a problem, then wedge against potential competition from competitor field marketing organizations. UGA - Association Field Services, Cromwell, CT. Outside Sales Agent, 2007 to 2008. *Worked with self-employed professionals, small business owners, and individuals in a consultative fashion to devise health insurance programs to meet their needs and budgets. Utilized company lead system to contact and qualify prospective applicants. Responded to email inquiries from individuals seeking health insurance information/quotes. Countrywide Home Loans, Full Spectrum Lending Division, New London, CT. Account Executive, 2006 to 2007. *Advised prospective borrowers on appropriate loan programs, and which products are best suited to meet their needs. Exercise independent judgement to effectively communicate complex formulae and mortgage industry terms to diverse clientele. Responsible for interviewing prospective applicants, determining which loan programs will meet their needs, and discussing appropriate loan programs with prospective borrowers. Business & Legal Reports, Old Saybrook, CT. Outbound Sales Representative/Appointment Setter, 2004 to 2006. *Contacted prospects and customers from assigned lead sources, set up and conducted web-based product demonstrations via consultative appointment setting techniques. Regularly met and/or exceeded individual appointment and “sales from appointment” goals as prescribed by management across all lead sources. Worked with Sales Supervisor and Sales Manager to develop methods for increasing the quantity and quality of appointments. Suggested ways to improve product knowledge and appointment-setting training. Regularly participated in and contributed to departmental sales meetings, and perform any/all duties and tasks as assigned by the Sales Manager/Sales Supervisor. SBC/SNET Communications, Hamden, CT. Directory Assistance Operator, 2003-2004. *Utilized VoltDelta software to handle an average of 600 to 1,000 calls per day, with an average time per call of 30 seconds, as a nationwide directory assistance operator for SBC/SNET Communications. Responsibilities encompassed providing phone numbers for individuals and companies, as well as providing enhanced services such as movie listings and sports scores. EDUCATION CONNECTICUT SCHOOL OF BROADCASTING, Farmington, CT. Certificate Program EMERSON COLLEGE, Boston, MA. Master of Arts, Mass Communication SOUTHERN CONNECTICUT STATE UNIVERSITY, New Haven, CT. Bachelor of Science, Corporate Video/Communications REFERENCES 1. David Scranton, Founder & President, Advisors Academy, Westbrook, CT. 860-227-6295; 860-339-1103. dscranton@advisorsacademy.com. 2. Steve Cox, Vice President, Advisors Academy, Westbrook, CT. 203-640-7136; 860-339-1107. scox@advisorsacademy.com 3. Dan Frey, Former Recruiter, Advisors' Academy, Westbrook, CT. 860-685-1510. dphry1@aol.com 4. Jeffrey Oswald, Divisional Sales Leader, UGA - Association Field Services, Cromwell, CT. 860-798-6372. jeffreyoswald@snet.net 5. Daniel Buonifante, District Sales Manager, UGA - Association Field Services, Cromwell, CT. 860-921-6344. danbuon@aol.com 6. Sean McDonald, Director of Sales, Business & Legal Reports, Old Saybrook, CT. 800-727-5257, ext. 2905. smcdonald@blr.com 7. Nick de Ruiter, Program Director, WHAI 98.3 FM, Greenfield, MA. 413-774-4301, ext. 17
