Mason Hallett

630-***-****

adxw50@r.postjobfree.com

Experience

State Farm Chad Radkte Agency Chicago & Huntley, IL Financial Services Professional October 2022 - Present

● On-site agent-team member responsible for managing existing and new relationships for the

“office-in-transition” via virtual, in-person & phone-based consultations

● Deepen relationships with individuals, families & SMBs to understand their underlying core values when protecting & aligning suitable products

● Responsible for conducting Insurance & Financial Reviews to ensure clients understand their policies while uncovering material changes that need additional protection

● Cultivate 5+ opportunities for State Farm’s suite of investment, banking & insurance offerings through 200+ client interactions per day

● Created “Client Profiles” designed to enhance new client onboarding experience, simplify the asset discovery process and drive awareness of digital service portals.

● Created “Agency Best Practices & ECRM Resource Guide” consisting of agency specific processes and procedures for documentation of client interactions

● Created Agency Organization Flow Chart to cultivate team harmony and alignment

● Celebrated small wins and learning opportunities during team meetings to create a positive environment and promote a team culture

● Personal goal of attaining all 4 insurance producer licenses; Property (in-Progress), Casualty

(Passed), Health (Passed), Life (Passed).

Bridge Financial Technology Naperville, IL (Remote) Sales Development Representative August 2021 - July 2022

● B2B SaaS Start-Up WealthTech - Portfolio Management & Reporting Software & OpenAPI

BridgeFT's software ingests custodial data through a data aggregator and integrates with other third-party software (i.e. eMoney, redtail, MoneyGuidePro, risk assessment tools).

BridgeFT’s core product was built to create efficiencies in back-office operations to provide advisors time to spend on revenue-generating activities

● Daily meeting with Founders, CEO, CCO, and VP of Sales to share best practices with the SDR team

● Primary responsibility; driving new business to the firm through cold calling registered investment advisors, wealthtech firms, bank & trust institutions, investment managers, hedge funds & Asset Managers with $20M to $3B in assets under advisory

● Daily Activity Goal of 80+ outbound cold calls; created targeted prospecting lists to automate sequence of sales follow up activity

● SDR Team SME; Educated team on investment advisory structure for front-middle-back-office operations, navigating RIA websites to identify current tech-stacks and how investment advisors think while managing their book of business

● Top producing SDR; generating qualified leads for Bridge’s Portfolio Management & Reporting solution and OpenAPI

Great American Payment Systems, Inc Lisle, IL

Outside Sales Representative February 2021 - May 2021

● Advised SMBs on alternative merchant processing solutions creating POS efficiencies to help businesses survive the pandemic

● Identified opportunities through corporate account & bank statement review

● Recommended SaaS plans and hardware suitable to the needs of the business

● Drive new business by conducting 3-4 appointments via 175+ cold calls per day

● Created prospecting strategies by targeting industries affected most by the pandemic Inside Sales Representative

● Provided small to medium-sized businesses with suitable payment processing solutions to drive scale, increase revenue and enhance business management controls

● Conducted 175+ outbound calls to SMBs to generate self-sourced leads for Outside Sales Representatives in MI and IL

● Created business development strategies & market research via public databases

● Utilized CRM software to automate, track, analyze, and document client interactions Charles Schwab Schaumburg, IL & Phoenix, AZ

Financial Consultant Partner January 2016 - April 2020

● Partnered with Sr. VP - Financial Consultant to manage practice consisting of +900 clients with

$1.2B in AUM through cold calling, prospecting campaigns, portfolio reviews, financial planning sessions, promotional events, and market updates

● Advised ultra-high-net-worth families, foundations & SMBs on risk capacity via financial planning and portfolio recommendations during in-person, virtual, and phone-based consultations Consistently reviewed/updated financial plans ensuring client's professionally managed portfolios were compliant

● Consecutive Key Contributor Award winner for demonstrating integrity, exceeding sales targets & Service metrics nationally (2018 & 2019)

● Created & Implemented 2019 & 2020 dual advisor business plan consisting of the following; o Unified client council strategy

o Referral strategy

o Trusted Service Partnership strategy

o Client education strategy; digital initiative

o Communication plan

o Social media marketing plan

• Financial Consultant Partner Mentor (National Regional)

• Salesforce & Derivatives Subject Matter Expert

Client Contact Center — Registered Representative

Financial Services Professional - Active Trader Team, Ultra High Net Worth Pinnacle Service Team, Schwab Bank Team

● Identified leads by educating clients on Schwab's offerings; professionally managed accounts, active trading solutions, Schwab bank offerings, financial planning solutions, promotions for referrals, and outside assets

● Set expectations when connecting prospects with partners achieving a higher lead conversion ratio

● Provided education on risk management associated with trading derivatives & leveraged securities, margin requirements, and complex order types

● Deescalated unsatisfied clients by presenting creative solutions to resolve service & trading issues

● Awarded Service Plus Award (2016) for exceeding lead generation & service expectations Edward Jones Investments Maryland Heights, MO & Chicago, IL Financial Advisor October 2014 - September 2015

• Passed industry exams; Series 7, Series 66, Life & Health Insurance

• Learned fundamentals of wealth management concepts

• Completed financial advisor career development program

• Remote financial advisor for a Phoenix, AZ office in transition

• Developed client relationship management, solution-based sales & client service skills

• Developed resilience and mental toughness during door-knocking and cold calling initiatives

• Conducted market research; business intelligence for a highly affluent, competitive market

• Utilized public databases to create niche market prospecting campaigns Stellco Properties Naperville, IL

Construction Laborer May 2013 - August 2013

• Constructed new interior design for new tenant prior to August deadline

• Adhered to all safety codes when demolishing the previous layout

• Collaborated with team to delegate tasks appropriate per colleague experience

• Property management; reconciled tenant needs & repaired various issues across properties Adam Lava & Sons Chicago, IL

Operations Intern May 2012 - August 2012

• Worked in all areas of manufacturing operations to conduct work-flow analysis

• Gathered feedback from department heads to locate inefficiencies throughout production

• Implemented change within shipping/receiving, packaging/inspection, sewing/design, and inventory control/maintenance

• Generated new business while distributing/receiving mattress components to other manufacturers Philanthropy

• Community Christian Church - Volunteer

• Spark the Night Event - Madison Elementary School -Volunteer

• Quad City River Bandits, MiLB Organization - Groundscrew

• Feed My Starving Children Volunteer

• Fete for funding the Almost Home Foundation for Animal Rescue - Attendee

• Cupcakes with Friends, Township High School - District 211- Volunteer

• Storytelling event for “Healing for H.S. Walk”, Schaumburg, IL - Attendee

• First Healing for Hidradenitis Suppurativa Walk in United States - Marketing Volunteer

• Martin Luther King Jr. Walk - Apple, Inc. - Participant

• Walk to Defeat ALS

Education

• St. Ambrose University

o Bachelor of Arts (2) - Marketing, Business Management, o Minor - Organizational Leadership

References

• VP of Sales – Shannon Sullivan - (310) 430 - 9573

• Manager - Jacob Jones - (608) 354 - 9902

• Manager - JP Reiger - (303) 720 - 2973

• Manager - Richard Wulforst - (303) 641 - 0287

• Sr. VP - Financial Consultant Partner - Mark Babula - (847) 401 - 8735

• Owner - Adam Lava - (773) 447 - 0826

Certifications (On-Going)

• Marketing Analytics: Setting and Measuring KPIs

• Salesforce Lighting essentials: First Look

• Salesforce: Einstein Analytics

• Azure: Understanding the Big Picture

• Communicating in the Language of Leadership

• 5G Technology Strategy: Next-Generation Mobile Networking

• Foundations of The Fourth Industrial Revolution (Industry 4.0)

• Key Psychological Principles for Ethical Persuasion

• Lean Technology Strategy: Economic Frameworks for Portfolio and Product Management

• Lean Technology Strategy: Starting Your Business Transformation

• Business Ethics for Sales Professionals

• The Data Science of Economics, Banking and Finance, with Barton Poulson

• Bracketology Club: Using March madness to Lean Data Science

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