Sales Customer Service

Scott W. Schoettlin

**** *. ********* **. . ***********, MO 65802 . 417-***-****

E-Mail: abndsl@r.postjobfree.com

[pic]

I am a sales professional with 14 years consultative selling experience, 10

years in financial services, and 4 years in business to business

advertising and technology sales. I have been trained by some of the

world's top firms and I am highly skilled, selling complex products,

services and concepts.

[pic]

SUMMARY OF QUALIFICATIONS

. Proven top performer, utilizing consultative selling skills.

. Strong business acumen with entrepreneurial experience and success

starting and running a business.

. Proven ability to sell to high net-worth clientele.

. Experience and knowledge of prospecting, networking and marketing

principles.

. Strong conflict and problem resolution skills.

. Ability to develop key strategies and execute.

. Polished communication skills, both verbal and written.

. Management, recruiting and training experience.

. Ability and willingness to travel.

. Extremely proficient using Microsoft Office including, Excel, Word,

Power Point, Outlook, as well as CRM software including Act! and

SalesLogix.

. Currently hold the series 7, 63, & 66 securities licenses and MO Life

and Health Insurance License.

PROFESSIONAL EXPERIENCE

Financial Services

Riverwalk Wealth Management, & Securities America Riverside, CA/

Springfield, MO

Founder/ Financial Advisor

2007 - Present

In 2007, I founded Riverwalk Wealth Management, an investment advisory

firm. There, I am responsible for all operations of the firm including,

sales, marketing, customer service, hiring and training staff, and

advertising. I effectively employ networking, seminars, business to

business cold calling, email, and direct mail campaigns to target

prospective new clients. Through a consultative selling approach I identify

my client's needs and provide an array of financial solutions including

professional fee based money management, mutual funds, stocks and bonds,

alternative investments, life, health and disability insurance. My current

clientele includes C-Level Executives, Professionals, Business Owners and

High Net-Worth Individuals.

o Currently manage over $10 million in Assets.

o Net Income for the past three years has exceeded $100,000.

o Ranked top 10% of Securities America reps. In Alternative

Investment and Private Placement sales for 2008.

o I sold Anthem Blue Cross Health Care policies to over 100 new

members in 2009

o New Member of the Chairman's Club with the Springfield area Chamber

of Commerce in 2010.

UBS Financial Services, Newport Beach, CA

Financial Advisor

2005-2007

I provided financial planning solutions to High Net-Worth Clients using the

resources of UBS financial Services including, Fee Based Managed Accounts,

Mutual funds, Stocks, Bonds, and Alternative Investments.

o Completed UBS Wealth Management Training

o Exceeded all monthly sales goals consistently remaining tier 1 in

production

o Raised $10million In new Assets Under Management

Citibank, Encinitas, CA & Costa Mesa, CA

Financial Executive

2003-2005

I provided investment recommendations to the High Net-Worth Clients of the

Retail Branch.

o Increased the investment book from $18Million to $32Million in

assets under management.

o Consistently led Southern California's branches in production.

Edward Jones Investments, San Diego, CA

Investment Representative

2001-2003

Prospected Business Owners through cold calling and door to door campaigns

to provide investment recommendations and Retirement Planning services.

o Completed Edward Jones Sales and Investment Training Program

o Consistently exceeded monthly Sales Goals

o Raised 6 Million in assets.

PUBLISHING AND WEBSITE ADVERTISING SALES MANAGER

HomeSeekers.com, Orlando, FL

General Manager/ Publisher

2000-2001

. Reported directly to the National Sales Director

. Produced a monthly real estate magazine.

. Consulted on SEO, website development, and advertising strategies for

real estate professionals.

. Responsible for accounts receivable and collections for all sales

territories.

o Personally drove ad sales in magazine doubling the revenue of

the magazine.

o Hired, trained and managed a sales team consisting of 5

advertising reps.

TECHNOLOGY SALES

New Horizons CLC, Denver, CO/ Orlando, FL

Account Executive

1997-2000

Account Executive

. Business to business sales, cold calling fortune 500 companies

offering computer training packages, while also managing and selling

to a database of existing customers.

. Sold Technical Training and Certification packages to industry

professionals, including CIO's, Network Administrators, Programmers,

and Website Designers.

. Delivered sales presentation in a seminar format to sell Technical

Training Packages.

. Consistently exceeded monthly sales goals.

Computer applications Instructor

. Taught computer application classes to business professionals.

. I traveled extensively delivering onsite training at corporate sites

to 100 to 200 students per location.

. Applications included, Microsoft Office, Outlook, Project, ACT!,

internet Explorer and Windows.

EDUCATION

Missouri State University- B.S. in Sports Medicine

1992-1996

Professional Development

. Grubb and Ellis Real Estate Symposium

2008

. PEAK Practice Management Training

2008

. UBS Wealth Management Training

2006

. Cannon Financial Institutes, Wealth Management Training

2005

. American Funds Financial Advisors Forum

2003, 2004

. Dale Carnegie Training Graduate Assistant

1998-2002

. Dale Carnegie Training- Twelve week course

1997

. Tom Hopkins, Academy of Champions - three day sales training "Boot

Camp"

1997

Contact this candidate