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Customer Service Business Development

Location:
Chicago, IL
Salary:
50,000
Posted:
January 19, 2024

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Resume:

Michael A. Smith

Experienced Sales Executive

**** **** *********, *******, ** 60660

ad2xa5@r.postjobfree.com

872-***-****

I am a highly motivated, goal-orientated professional with fifteen years of experience in all areas of sales, marketing, client services and business development. I am also a very resourceful problem solver with natural business savvy and proven ability of successful influential communications - listening to the client, recommending products and course of action. My strengths in planning, multitasking, organizing and time management solidify me as an excellent candidate for this position. I work well under pressure, independently or as a team player. I have a proven track record as a consistent top performer of achieving results, generating revenue, exceeding quotas and delivering exceptional customer service.

Areas of Expertise

Sales >Building Business Relationships> Customer Service> New Product Introduction >Customer Profiles >Business Technology> Research and Analysis >Marketing Strategies> Account Management Negotiations

Account Generation

• Opening numerous trading accounts via seminars and telephone prospecting • Creating marketing material and alternative networking to increase company sales • Raising an average of six-hundred thousand dollars per month in equity for trading

Consulting

• Consulting individuals with retirement goals and financial objectives • Recommending trading strategies, systems and platforms to investors • Conferring with advisors on potential client analysis for possible transaction

Communication Skills

• Identifying and qualifying business owners in need of capital restructuring • Presenting and explaining effectively financial markets and loan consolidation • Resolving problems and providing optimum customer service for all clients

Organization/Planning

• Developing and maintaining portfolio management with individual investors • Researching companies and financial instruments tailored for specific investors • Preparing financial analysis proposals to be presented to business owners

Work Experience

Licensed Sales Producer

Allstate Insurance, Homewood, IL

Licensed Health/Life Insurance Agent

GoHealth - Chicago, IL

IT Solutions Specialist

PCM - Chicago, IL

Licensed Life Insurance Agent

E-Financial - Chicago, IL

Advertising Sales Executive

PSI Marketing - Chicago, IL

Self Employed

Real Estate Investor - Chicago, IL

Telecommunications Consultant

Telecom Brokerage Inc. - Chicago, IL

Educational Consultant

Smart Education Foundation - Chicago, IL

Executive Business Analyst

Man Financial/Fox Investments - Park Ridge, IL

Commodity Broker

Man Financial/Fox Investments - Chicago, IL

Investment Banking Research Analyst

Houlihan Smith & Company - Chicago, IL

Financial Aid Advisor

FinanSure, LLC - Chicago, IL

Customer Service Representative

Tele-Business USA - Northbrook, IL

Registered Investment Advisor

Chicago Investment Advisory - Chicago, IL

Equity Account Executive

Chatfield Dean & Company - Chicago, IL

Education

B.S. in Psychology

Iowa State University

M.S. in Clinical Psychology Program

Roosevelt University-Chicago

Certifications/Licenses

Licensed Life/Health Insurance Agent

September 2000 to Present

Previous Held Licenses: Series 3, 6, 7, 63

September 1992 to June 2010

Technical Skills

Proficient in Microsoft Word, Excel, PowerPoint, Access and various online trading platforms



Contact this candidate