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Sales Financial

Location:
Chicago, IL
Posted:
October 23, 2017

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Resume:

Seth M. Wenig

*** *. ******** **., *******, IL **622

ac2wl7@r.postjobfree.com 312-***-****

Experience

Chicagoland Sales Manager

****-**** **** *** *********, Chicago, IL

Identify and train new sales team.

Implement ZFS in businesses to save said businesses thousands of dollars.

Explain and adapt ZFS’s CC solutions to business owner’s needs

Premium Finance Expert

2015-2016 NorthStar Brokerage, Anthem, AZ

Determine suitable financing options for high net worth clients.

Leverage Individuals insurability.

Create structured plans that fit individuals needs and wants.

Managing Partner

2014-2015 The Sole Revival, Chicago, IL

Streamline Sales efforts and focus

Head of Design

Financial forecasting and budgeting

Chief Financial Officer

2011-2014 Community Bar Management, Chicago, IL

Create Financial forecasts and budgets

Create Deal structures and raise capital.

Oversee all aspects of finding location, creating brand, and concept

Investor/Operation Manager

2011 Haute Sausage, Chicago, IL

See to the daily maintenance and sales of the food truck.

Help with marketing when needed.

Create sales opportunities for Haute Sausage operators.

Financial Advisor

2010-2011 North Star Financial, Highland Park, IL

Examine portfolio risks of clients.

Create asset and asset class level simulations.

Monitor and research new asset classes for portfolio applicability.

Registered Representative

2009-2010 LaSalle St. Securities, Chicago, IL

Analyze clients personal financial data and situation

Provide client centric solutions and recommendations based on the best interest of the client.

Incorporate touch-points throughout the year to track client’s progress vs. goals and reallocate resources or investments in order to keep the client on track.

Financial Service Representative

2009 Harbor Private Funds, Schaumburg, IL

Independently seek out new deal sources (e.g., boutique investments) and new deal structures (i.e., ways of packaging instruments for offerings to clients) alone and in collaboration with superiors in order to maximize client’s returns.

Sell and represent our in house products to new and existing clientele.

Registered Representative

2006-2009 Rabjohns Financial Group, Chicago, IL

Analyze financial information obtained by clients to determine strategies, products and services to help meet the client’s financial objectives.

Provide information/education to clients about the purpose and details of financial products, services and strategies.

Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.

Contact clients periodically to determine if there have been changes in their financial status.

Provide knowledgeable, objective financial guidance and customized strategies.

Advisor

2005-2006 John Hancock, Rosemont, IL

Prepare illustrations, making product and case design recommendations.

Monitor life insurance applications through the underwriting process.

Registered Investment Advisor

2005 American Express Financial Advisors, Boca Raton, FL

Recommend and sell products and services to help clients maximize their financial resources and goals.

Responsible for contacting and interacting with current and prospective clients.

Gather financial information on clients in order to make a detailed financial plans.

Executive Director

2002-2005 Lake Worth Gardens Senior Living Community, Lake Worth, FL

Oversee the fifteen managers and the day-to-day operations of the community while maintaining compliance with all applicable state regulations.

In charge of the wellbeing of the 250 senior residence that reside in the community.

Hire and supervise the 50+employees, ensuring adequate staffing while ensuring continuity and consistency in delivery and quality of services.

Implement approaches and services to maintain or enhance resident independence and resident satisfaction.

Participate in sales and marketing activities while developing and implementing an annual budget and business plan that achieves the financial goal and maintains high occupancy through marketing strategies.

Director of Distribution / Producer

1999-2002 TeleVentures International / Mongo at the Movies, Northbrook, IL

Assisted in the coordination of all aspects of worldwide distribution for international broadcast television.

Provide general administrative support, data entry, and create sales kits and screeners for sale support of international and domestic television sales teams.

Help support program distribution and operations with various projects needed to fulfill marketing, sales and distribution deadlines.

Help with content, timing and logistics of programming.

Education

University of Arizona, Tucson, AZ

1995-1999

Bachelors of Science: Sociology

Minor: Psychology

Licenses

FINRA Series 7 and Series 66 licenses, 529 license, long term care license, Life, Health and Variable Annuities license, and Property & Casualty insurance license



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