John O'Neil
Denver
Summary
I am an Sales Professional with Decades of top to bottom Inside & Out Sales Experience. I have worked on the phones in three call close Financial Paper Sales Rooms and long term Mortgage Finance Deals and In Person/In Field Sales to Close Meetings at perspectives' offices/places of work/homes or diner/restaurants of favor. I was a Closer in Tax Consultation offices, a Mortgage Broker on Wall Street to a Mortgage Banker on Broadway- A long time Life Isurance Agent & Broker- a Unit Investment Trust - Municipal Bond Fund Specialist and Broker- to a Commodities Trading System Sales Closer in NYC.
I am eager to begin creating and closing deals in the solar industry; gaining knowledge and experience therefore within it. I intend to learn; apply what I Garner and Apply this lessons in the field. I look to grow rapidly in your outfit interesting to rise to the top of my class by simply wiring a program that efficiently and rapidly provides THE MOST DEALS PER WEEK/MONTH/YEAR.
I have been considering Solar for two years perhaps with no real guidance in the industry. I have been working with IATSE Local 7 ; The International Stage Film TV & Exhibition Union in Denver and Las Vegas for the better part of 10 Years with 50-60% of my time since roughly 2015. So I have Extensive Union World experience as well. I am a versatile sales personality and offer this wealth of cross industry sales and strategy experience & would like to get paid for exactly what it is I bring to the table; what I'm "worth".
I do believe in commensurate compensation and am left now- only to prove to myself and to you all. With your guidance, assistance & mentorship I know that I can far exceed your hopes and expectations in me and earn my place as a "top producer" in your company. I will not let you down; because I will never let myself down. I will serve yours and the clients' needs to the utmost on way to a close and remain dignified and trustworthy throughout the sales process. Straight Forward Proposals with Straight Forward Deals in the rising numbers in Weekly/Monthly/Yearly Charts.
I am John Edward O'Neil and I am ready to get started.
Overview
2026
2026
years of professional experience
Work History
Insurance Agent
American Income Life Insurance Company
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Unit Investment Trust Specialist
McLaughlin Piven Vogel Securities Inc
- Provided exceptional customer service, addressing client concerns promptly and thoroughly.
- Assisted in the preparation of yearly tax returns for trust clients, ensuring accuracy and timely filing.
- Effectively communicated complex financial concepts to clients, helping them make informed decisions about their trusts'' investments.
- Identified new business opportunities through networking events and referrals from existing clients, contributing to overall growth of the firm.
- Ensured compliance with all state laws regarding trusts by diligently staying up-to-date on changes in regulations.
- Mentored junior team members, fostering a supportive environment that encouraged skill development and collaboration within the team.
- Collaborated with internal teams to develop customized wealth management solutions for high net worth clients.
- Developed comprehensive trust strategies for clients, resulting in increased asset retention and growth.
- Managed complex trust accounts, ensuring proper administration and compliance with legal requirements.
- Participated in ongoing professional development opportunities to maintain current knowledge of industry best practices.
Salesperson
Morgan Mint
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
- Expanded customer base through targeted prospecting and networking efforts.
- Negotiated contracts skillfully, securing favorable terms for both company and client.
- Enhanced product knowledge by attending training sessions and staying current with industry trends.
- Implemented effective sales strategies to maximize revenue generation.
- Exceeded monthly targets by diligently following up on leads and closing deals promptly.
- Coached new hires on sales techniques, contributing to their development as successful team members.
- Set and achieved company defined sales goals.
- Built relationships with customers and community to promote long term business growth.
- Negotiated prices, terms of sales and service agreements.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Maintained current knowledge of evolving changes in marketplace.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Achieved or exceeded company-defined sales quotas.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Stayed current on company offerings and industry trends.
- Developed, maintained and utilized diverse client base.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Contributed to team objectives in fast-paced environment.
- Presented professional image consistent with company's brand values.
- Attended monthly sales meetings and quarterly sales trainings.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Business Development Officer
Home Appraisals
- Generated new business with marketing initiatives and strategic plans.
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
- Collaborated with cross-functional teams for the successful execution of business development initiatives.
- Secured long-term client loyalty by consistently delivering high-quality products and services tailored to individual business needs.
- Identified potential partnership opportunities, leading to strategic alliances that drove business growth.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
- Presented compelling proposals to prospective clients, securing high-value accounts for the organization.
- Developed new sales strategies to target untapped markets, resulting in increased revenue generation.
- Kept meticulous client notes and updated account information in company databases.
- Mentored junior team members, sharing expertise and fostering a collaborative work environment focused on achieving shared goals.
- Facilitated robust networking within industry events, establishing beneficial connections for future collaborations.
- Consistently exceeded quotas through penetration of new accounts.
- Delivered campaigns to solidify new client opportunities and generate new business.
- Fostered an atmosphere of innovation by promoting creative problem-solving methods among team members.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
Mortgage Broker
Morgan Finance
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
- Implemented efficient documentation practices that expedited processing times while ensuring compliance with industry regulations.
- Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
- Exceeded sales targets by cultivating strong relationships with real estate professionals, generating a steady stream of referral business.
- Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
- Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
- Delivered educational presentations on mortgage topics at local events or workshops, raising community awareness of available home financing options.
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
- Developed strategies to retain existing clients and maintain long-term connections, fostering customer loyalty and repeat business opportunities.
- Streamlined the loan application process for faster approvals and increased customer retention.
- Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
- Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
- Proactively identified potential obstacles within loan applications, taking corrective measures early on to minimize delays or complications during processing stages.
- Demonstrated excellent negotiation skills when working with underwriters to obtain favorable loan terms for borrowers in challenging situations.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
IT RECRUITER
MW HALL ASSOCIATES
07.2011 - Current
- Generated new accounts by implementing effective networking and content marketing strategies
- Managed budget forecasting, goal setting and performance reporting for all accounts
- Identified strategic partnerships and gathered market information to gain a competitive advantage
- Delivered performance updates, quarterly business reviews and planning meetings
- Negotiated rates to cut costs and benefit corporate partnerships
- Optimized current revenue streams by networking for additional business prospects with established clients
- Planned strategic brand-building events to expand the product portfolio
- Contacted new and existing customers to discuss how specific products could meet their needs
- Identified, coordinated and participated in client relationship-building activities and meetings
- Added value to marketing material by introducing creative advertising concepts
- Cultivated relationships with key players in various industries to create ongoing and mutually beneficial referral systems
- Answered customer questions regarding products, prices and availability
- Identified issues with existing marketing material to drive process improvements
- Marketed and sold an enterprise-wide behavioral assessment solution
- Developed growth plans by identifying key clients, key targets and priority service lines
- Leveraged lead generation tools to increase profitability and product presence in the marketplace
- Generated new sales opportunities through direct and telephone selling and emails
- Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations
- Leveraged relationships with sales engineering, marketing and customer support through internal training programs
- Maintained up-to-date knowledge of industry, target accounts and competitive landscape
- Developed innovative business plans and sales strategies for vertical markets
- Partnered with regional corporations to establish direct marketing channels and streamline company operations
- Leveraged existing network of contacts with new commercial prospects
- Researched economic processing factors to determine the best process and sales strategies
- Marketed and developed key accounts by favorably representing the company at membership and community functions
- Coordinated and managed major proposal processes from initiation to implementation
- Generated business development awareness by implementing in-depth sales and marketing training programs
- Developed and integrated market plans to efficiently position the company brand within targeted markets
IT RECRUITER
Botsford Associates
03.2009 - 06.2011
- Managed all phases of recruitment, including defining hiring management needs and posting available positions
- Created new employee self-evaluation forms that focused on employee performance, competencies, engagement and development
- Analyzed employment-related data and prepared required reports
- Conducted reference and background checks on all job applicants
- Developed creative recruiting strategies that met anticipated staffing needs
- Communicated the duties, compensation, benefits and working conditions to all potential candidates
- Contacted all job applicants to inform them of their application status
- Supported employee relocation and integration by helping new hires establish housing, schooling and registration
- Assisted management with presentations for business reviews and communications meetings
- Researched and recommended new sources for candidate recruiting
- Drafted internal announcements and sent them in a timely manner
- Recruited for various positions across multiple sites throughout the United States of America and Canada
- Employed multiple feedback mechanisms and analysis to continuously improve the recruiting process
- Built social networks to find qualified candidates
- Maintained an accurate candidate tracking system
- Worked with the chief administrative officer to create a new leadership development program
- Brainstormed ideas to create a program to attract highly sought-after job skills
- Supplied tools, resources and education to company managers to enhance their skills
- Managed all aspects of the employee life cycle process, including on and off boarding
- Guided candidates through in-house computer testing
- Organized all monthly and quarterly reviews for all associates
- Conducted more than 325 interviews each year
IT RECRUITER/BBUSINESS DEVELOPMENT
Gromwell IT
02.2008 - 03.2009
- Conducted reference and background checks on all job applicants
- Contacted all job applicants to inform them of their application status
- Assisted management with presentations for business reviews and communications meetings
- Researched and recommended new sources for candidate recruiting
- Recruited for various positions across multiple sectors most usually Financial Services and Banks
Education
Learning Disabilities
Landmark College
Putney, VTMicro/Macro Economics
Harvard Extension School; Harvard University
Cambridge MAMarketing
Merrimack College
North Andover, MAMarketing
The University of Montana
Missoula, MTSkills
- Fortune 500 partner experience
- Excellent sales techniques
- National account management
- Top-ranked sales executive
- Excellent communicator
- Legal implications knowledge
- Cold calling
- Adept multi-tasker
- Strong proposal writer
- Work force management
- New program and promotion implementation
- Analytical problem solver
- Consultative sales techniques
- Freemason Oriental Lodge #87
- Recruiting and selection techniques
- Interviewing
- Talent assessments
- ICIMS Applicant Tracking software
- Background checks
- Hiring recommendations
- Proficient communicator
- Excellent interpersonal and coaching skills
- Conscientious
- Motivated
- Organized
- Excellent multi-tasker
- Time management
- Flexible schedule
- Banking and financial services background
Accomplishments
- Spearheaded all company-wide prospecting, marketing and closing endeavors.
- Led all recruiting efforts for Contract and F/T employee placements at Fortune 500 Energy Utilities, Financial Institutions and Banks nationally.
Affiliations
Oriental Lodge #87 1614 Weltom St Denver CO
Timeline
IT RECRUITER
MW HALL ASSOCIATES
07.2011 - Current
IT RECRUITER
Botsford Associates
03.2009 - 06.2011
IT RECRUITER/BBUSINESS DEVELOPMENT
Gromwell IT
02.2008 - 03.2009
Insurance Agent
American Income Life Insurance Company
Unit Investment Trust Specialist
McLaughlin Piven Vogel Securities Inc
Salesperson
Morgan Mint
Business Development Officer
Home Appraisals
Mortgage Broker
Morgan Finance
Learning Disabilities
Landmark College
Micro/Macro Economics
Harvard Extension School; Harvard University
Marketing
Merrimack College
Marketing
The University of Montana
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