joel burgos

joel burgos

atax, area developer

About

ATAX is a full-service national tax preparation and business services company. We are proud of the fact that we are 100% Latino-owned, and that we serve clients in both English and Spanish. At ATAX Manhattanville we offer many services to help you with your personal and business finances: Tax Planning Bookkeeping Personal Taxes Business Taxes Payroll Incorporation Services - Business structure creation, including C-Corp, S-Corp, LLC, Professional Corporation, and Non-for-Profit Whether you need help untangling your personal finances or are simply overwhelmed in managing your business’ accounting needs, we would love to help you. Feel free to reach out to us! Joel Burgos Jburgos@ataxfranchise.com

Country

united states

City

new york

Industry

accounting

Skill

customer service, account management, sales, marketing, direct sales, call centers, customer retention, microsoft office, management, team building, leadership, telecommunications, voip, managed services, solution selling, customer satisfaction, team leadership, public speaking, accounting, tax preparation, payroll

Experience

atax

atax, area developer

atax

2019-11 - Present · 6 yrs 11 mos
state farm

account manager

state farm

2014-8 - 2015-9 · 1 yr 2 mos

* Property and Casualty License. * Contact local businesses to drive business insurance, workers compensation and disability insurance sales * Provide prompt, accurate, and friendly customer service. Respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification * Work with the agent to establish and meet marketing goals. * Market property/casualty, life, health, bank and mutual fund products

cablevision

account manager and retention specialist

cablevision

2012-5 - 2013-7 · 1 yr 3 mos

* Answer inbound disconnect or downgrade calls and attempt to save TV, phone and internet * products. upsell products on every call. * Handled both Business and Residential accounts * Uncover and track reasons for disconnects and adhere to the schedule, policies and procedures * of the department * Participated in special projects and performs other duties as assigned. * Conduct side-by-side monitoring and demonstrate excellent interpersonal skills in order to provide. * immediate feedback and mentoring to team members * Consistently review the Directors Screen/RTA to assist the representatives in managing their * productivity. * Provide feedback to the Supervisor regarding the performance of team members. * Work with team members on improving areas of weakness with 15 to 30 min coaching sessions * to help improve their numbers * Performs such other duties, as the supervisor may, from time to time, deem necessary.

atax franchise

atax franchise owner - manhattanville office

atax franchise

2018-7 - Present · 8 yrs 3 mos

* ATAX is a full-service national tax preparation and business services company. We are proud of the fact that we are 100% Latino-owned, and that we serve clients in both English and Spanish. * At ATAX Manhattanville we offer many services to help you with your personal and business finances: * Tax Planning * Tax Implementation * Accounting * Personal Taxes * Business Taxes * Payroll * Incorporation Services - Business structure creation, including C-Corp, S-Corp, LLC, Professional Corporation, and Not-for-Profit * Whether you need help untangling your personal finances or are simply overwhelmed in managing your business’ accounting needs, we would love to help you.

fedex office

corporate sales

fedex office

2015-1 - 2017-11 · 2 yrs 11 mos

* – Growing revenue through expanding customer education of business solutions and product offerings * – Utilize a consultative selling approach in-center and with cross market, key and portfolio accounts * – Project hunt for new business to ensure that business portfolio is growing; identify and grow new and existing customer accounts using all available resources * – 100% corporate customer retention; resulting in repeated revenue * – Consult on complex printing orders to provide clarity to end users * – Develop and maintain multiple $500k customers in business portfolio

joel burgos's Contact Information

Email

******@***.com

Phone

(**) *** ****

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