Petoskey, MI ***** ********@*****.***
Shawn Clay
Objective To create solid relationships with new and old clients of the bank based on trust, confidence, and the need for financial guidance.
Experience:
December 2010 – Present Double Eagle Metals Petoskey MI
Manager
• Cold call selling Gold and Silver.
• Managing customer accounts and transactions.
• Teaching new phone salesman how to close.
October 2009 – November 2010 Capital Consultants Bangkok, Thailand
Sales Representative
• Cold call Selling private placement shares.
• Selling Shares of Private companies to global investors
February 2008- October 2009 Applebees Grill and Spirits Petoskey, MI
Bartender and Server
• Basic bartending and server responsibilities.
June 2007- January 2008 Hollywood Auditions Woodland Hills, CA
Advertising and Sales Representative
• Sell advertising space to photographers.
• Sell audition packages to prospective actors and models.
January 2007- May 2007 Washington Mutual Carson, CA
Licensed Personal Financial Representative
• Achieved Highest production totals for region within first 60 days.
• Customer profiling, and financial planning.
• Opening checking accounts, savings, credit cards, IRA’s.
• Handling refinance and home equity lines of Credit.
• Excelling in all aspects of customer service, continually going over and above the expectations of daily customers.
For reference, contact Letecia Jaime. 1-310-***-****.
November 2004- February 2006 Synergy Investments Charlevoix, MI
Senior Account Executive
• Maintained a monthly gross of 15,000+ after only 2 months.
• Concentrated efforts on building residual income by setting up IRAs and Roth IRAs.
• Consistently showed growth in book of business, through cold call account opening and raising money through current clientele.
• Showed consistent improvements to sales skills, with a very high closing ratio.
Consistently gained knowledge of all aspects of the market from my supervisor Dan Koffman. (********@******************.***)
October 2002- July 2004 Hunter Scott Financial Delray Beach, FL
Account Executive
• Received an award for most accounts ever opened in a month for the company, with over fifty new accounts on a monthly basis for a consistent 6 months.
• Maintained a monthly gross of 25,000+ from the first month of employment.
• Raised 1,000,000 dollars on a cold call close.
• Showed clients returns of 25%+ annually.
March 2002- October 2002 I-Trade Direct Charlevoix, MI
Apprentice Broker/ Account Executive
• Studied and passed series 7 and 63 with only two weeks of study.
• Showed incredible improvement in sales skills from week to week, consistently opening accounts with in the first 60 days.
• Became head of Sales training within 90 days.
• Apprentice to Dan Koffman.(********@******************.***)
Education 1998-2002 North Central Michigan College Petoskey, MI
• Classes in business law, finance, criminal justice, and economics.
Interests High Pressure Sales, Soft selling, Money Management, Public Relations, Computers, Business Management.