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.