Kyle Schaeffer Email & Phone Number

St Louis, Missouri, United States

St Louis, Missouri, United States

• Answer inbound calls to educate clients about investment strategies, trading tools, market mechanics, and retirement choices
• Take ownership of client calls to solve complex issues offering the best possible solution
• Place unsolicited trades for clients
• Managing the integration and combination of client accounts from external financial institutions into Schwab
• Maintain a manner of unparalleled customer service throughout all client interactions

St Louis, Missouri, United States

Chicago, Illinois, United States

• Increased revenue 18.2% by forecasting client demand, streamlining supply chain, and upselling
• Increased spray equipment revenue by 31% and margins by 56% through optimizing the spray equipment sales funnel and pricing structure
• Analyze and negotiate client pricing to increase sales and loyalty while increasing overall store margins 21.5%
• Organize product demonstration events to increase client education, loyalty, and sales
• Analyze store revenues and expenses to maximize back page profits
• Coach and mentor, a team of six to enhance productivity, product knowledge, and store sales

Remote

• Manage and implement pilot sales programs of new ACERTUS technology for partnerships with Fortune 500 companies
• Analyze GPS device sourcing options to find industry leading product technology
• Analyze source pricing to maximum ACERTUS discounts
• Analyze client pricing models to maximize ACERTUS profits
• Demo new ACERTUS technology to prospective clients
• Subject matter expert on TRAK devices

Remote

• Call and screen prospective clients to develop new business
• Analyze prospective clients needs and guide them to the best solution for their needs
• Cross-sell existing ACERTUS clients on additional service lines
• Assist leadership in preparation of large prospect presentations while nurturing current client relationships
• Subject Matter Expert on Title and Registration services

St Louis, Missouri, United States

• Analyze, develop, and effectively communicate comprehensive financial plans and investment portfolios for current and prospective high net worth clients including investments, cash flow, retirement strategies, tax.
• Manage all high net worth client requests and maintain client profiles and execute ongoing communication using advisor CRM, eMoney financial planning software, and Hidden Levers
• Proactively reach out to current and prospective high net worth clients to gather necessary information to execute all aspects of their financial plan to help increase assets under management $50 million
• Subject Matter Expert on both eMoney and Hidden Levers software

Greater St. Louis Area

Active in business to business lead generationBuild relationships and rapport with prospective clients Prospecting potential clients via the C.R.M. system SalesforceSetting appointments with potential clientsOutsourced sales

Clayton, MO

Conduct market researchContact potential clientsDraft daily research, marketing, and sales reports for the lead financial advisorUpdate client database systemsArrange marketing seminars and presentations