Joe Miller
Bluffton
Summary
Detail-oriented and versatile professional with a strong background in customer service, sales, administrative support, and financial management.
Proven ability to manage high-stakes projects, streamline processes, and foster relationships across diverse industries, including financial services, medical equipment, and customer relations.
Possesses a foundational understanding of financial concepts, customer relationship management (CRM) tools, and operational efficiency. Seeking to apply my skills in a financial planning or wealth management role to help clients achieve their financial goals, while contributing to the growth of a forward-thinking firm.
Overview
4
4
years of professional experience
Work History
Medical Equipment Technician
Burke's Main Street Pharmacy
Hilton Head Island
06.2024 - 02.2025
- Demonstrated expertise in financial management, managing and processing over 2,000 reservations and orders, generating over $200,000 in revenue.
- Transitioned over 1,000 clients to a new CRM system (EZRentOut), improving customer management and retention.
- Collaborated across departments (sales, technology, collections, and marketing) to ensure seamless operation and customer satisfaction.
Office Administrative Assistant
Morningstar Storage
Bluffton
05.2023 - 05.2024
- Successfully created 100+ new business opportunities by interacting with over 500 tenants, and maintaining positive customer relations.
- Managed accounts receivable and payable processes, ensuring timely payments and collections for over 200 clients.
- Conducted market research for competitive pricing, and identified cost-saving opportunities.
- Responsible for closing and finalizing tenant leases, ensuring all contractual agreements are met, and paperwork is completed accurately.
Financial Professional
Ashford Advisors
Atlanta
05.2021 - 09.2021
- Developed and implemented strategies that saved clients millions over their lifetimes by assessing their financial goals and needs.
- Built a network of over 1,000 new business leads within two weeks, demonstrating strong relationship-building and sales abilities.
- Earned licensing for Life, Accident, and Sickness Insurance, enhancing professional credibility in the financial sector.
Education
BBA - Concentration in Finance
Mercer University
Macon, GA01.2020
Websites
Qualifications
- Prior Experience in financial planning, insurance sales, and wealth management
- Over 5 years of combined experience in customer service, healthcare support, and administrative roles.
- Adept at multitasking, organizing client-facing operations, and supporting teams in clinical or customer service settings.
Timeline
Medical Equipment Technician
Burke's Main Street Pharmacy
06.2024 - 02.2025
Office Administrative Assistant
Morningstar Storage
05.2023 - 05.2024
Financial Professional
Ashford Advisors
05.2021 - 09.2021
BBA - Concentration in Finance
Mercer University
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