Real Estate Sales Consultant

James Brooks

**** ******** **** • Wheaton, IL ***89

630-***-**** *********.***@*****.***

Professional Summary

Dynamic sales and financial professional with over 26 years of experience in financial services, real estate, and client acquisition for Fortune 500 companies. Proven success in outbound sales, financial advising, client education, and territory development. Strong ability to build lasting client relationships and deliver tailored financial wellness solutions. Holds Series 7, 66, 65, and insurance licenses.

Core Competencies

• Financial Sales & Consulting

• Client Relationship Management

• New Business Development

• Retirement & Investment Planning

• Public Speaking & Financial Education

• CRM & Portfolio Management

• Real Estate & Asset Planning

• B2B & B2C Sales Strategy

• Cross-functional Team Leadership

Professional Experience

Coldwell Banker – Broker

Wheaton, IL Aug 2021 – Present

• Represent commercial and residential clients, including multi-unit and investment properties

• Conduct financial assessments and guide buyers/sellers through complex negotiations

• Deliver personalized advisory services to build long-term client trust

Precision Safe Sidewalks – Principal/Co-Owner

Northern Texas May 2009 – Jan 2021

• Co-founded and scaled trip-hazard repair franchise; directed sales, marketing, and operations

• Grew business through direct sales and municipal contract acquisition

• Clients included school districts, municipalities, HOAs, and apartment complexes

Morgan Stanley Smith Barney – Financial Advisor

Oak Brook, IL Sept 2007 – Apr 2013

• Managed a book of 118 client families with diverse portfolios

• Sold financial products including ETFs, mutual funds, life insurance, and options

• Facilitated estate planning in collaboration with attorneys and trust officers

A.G. Edwards – Financial Advisor

Oak Brook, IL May 2002 – Sept 2007

• Commission-based sales role focused on high-net-worth client acquisition

• Achieved top 3 ranking in national sales training class

• Delivered tailored financial solutions aligned with client goals

Quaker Oats – Capability Development Manager (Gatorade)

Chicago, IL Apr 1997 – May 2002

• Trained national sales force on profit analytics and category management tools

• Leveraged AC Nielsen and IRI data to drive product placement strategies

• Served as liaison between field teams and corporate analytics division

Education

Willamette University – Salem, OR

B.S., Business Economics & Speech Communications 1987

Certifications & Licenses

• Accredited Asset Management Specialist

• Series 7, 66, 65

• Life, Health, and Commodity Licenses

• Certified Negotiation Sales Consultant

Contact this candidate