Sean Backs Email & Phone Number

Tampa, FL, US

Tampa, Florida, United States

• Engaged with high-net-worth individuals to educate them on Fisher Investments’ services, fostering relationships that contributed to business growth and expanded client acquisition.
• Developed rapport and trust with prospective clients through effective communication, identifying their financial goals and aligning them with appropriate investment solutions.
• Collaborated with a team of professionals in a dynamic, merit-based environment to enhance personal sales skills and contribute to team success.
• Leveraged inbound leads provided by the marketing team, focusing on nurturing interested prospects and scheduling meetings to drive sales opportunities.

Tampa, Florida, United States

• Perform due diligence on account information and conduct asset transfer for initial funding that include preparation and management of financial documents
• Work directly with new clients to guide and answer any questions related to onboarding process, paperwork, or operational calls
• Hand selected to pioneer new position group that includes responsibilities of two separate positions.
• Additional responsibilities include working directly with sales management to increase team efficiency and provide analysis of competitive resources

Gainesville, Florida Area

• Assist in communication to clients via social media; helping company expand client base with use of social media; Respond to client’s day-to-day needs via email and phone
• Complete and submit various insurance applications on behalf of clients.
• Handle all finances related to company activity
• Construct and use various spreadsheets to track day-to-day records of company; also assisted agents with administrative matters as requested.

Jacksonville, Florida, United States

• Collaborated with the reporting and analytics team, utilizing Tableau to extract and analyze data for company-wide reports.
• Led Tableau adoption program, conducting training sessions to enhance company interaction with data analysis tools.
• Developed and executed basic queries using Microsoft SQL Server, showcasing the ability to work with data-driven tools.

Ponte Vedra Beach, FL

• Drafted simple legal documents, extensive public records research, legal billing
• Prepared fee applications to be filed in federal court, marketing research and writing.
• Administrative matters such as expanding client lists, finalizing and submitting various documents to courts
• Constructed and analyzed spreadsheets related to firm’s finances.