Sebastian Cooper Email and Phone Number

A Financial Advisor:• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

• Completed ongoing company training modules in the eTalent platform• Mastered and sold all products in portfolio, including all forms of insurance, riders, critical illness and accident plans• Used Collaborative Discovery Guide (Fact Finder) to gather client and prospect information • Leveraged the Customer First Platform to manage new and existing client policies and relationships• Conducted policy annual reviews (PARS) and BLOCS marketing campaigns for existing firm clients to build relationships and uncover selling opportunities • Certified for Long Term Care and Disability solicitation through Illinois Mutual and Mutual of Omaha• Implemented information in Advisys Financial & Retirement Planning software to present recommendations and solutions to improve clients’ financial situation• Invested in and distributed marketing materials such as postcards, door hangers, and business cards in the Marketplace Platform to increase brand awareness and cultivate business

-Implemented 7-step Platinum Advisory Sales Process to build client pipelines-Closed on $1M+ within four months of employment with other opportunities in process-Assisted three senior advisors in meetings with client communications and record keeping-Utilized BeenVerified to gather prospect information and call targeted company employees-Obtained FINRA Securities Industry Essentials (SIE) and Life, Accident, and Health (LAH) licenses-Was flexible during the Covid-19 Pandemic by working from home over half of my employment-Prospected / grew client relationships with social media and Salesforce / SmartOffice CRMs-Consolidated client financial information in Basic Profile & Budget Analysis documents / Emoney-Collaborated with firm partners such as Jackson Annuities, John Hancock, AXA, and Royal Alliance

-Sourced / opened 150+ Checking & 150+ Savings Accounts. Obtained deposit minimums of $1000 on 1/4 of accounts within two months of opening in a low-to-moderate income area, thereby earning branch performance revenue.-#1 banker in district for Quarter 3 revenue out of 40 in-store branch bankers.-#1 banker in district July 2019 for Financial Health Quiz (FHQ) execution, a pre-solution extensive questionnaire designed to uncover customers' financial goals and accurately detail their current financial situation. -Lead banker team when manager had jury duty in an understaffed branch during the fall checking account sale, resulting in top 15 status out of 197 total in-store branches in the state.-Certified in the "CURE", Huntington's customer relationship experience and the foundation of its culture and sales process.-Established and grew relationships with customers to help them meet their financial goals. Made customers' lives better by matching / selling products with respect to their financial needs, including checking / savings, credit cards, checking reserves, loans, PCLs, Helocs, and insurance, investment, and mortgage referrals to bank partners. Helped customers build credit using the Credit Karma application and providing solutions to address outstanding debt / collections. Firm understanding of the Salesforce, Entreprise Sales & Service (ESS), Teller, and Outlook platforms, various bank regulations, confidentiality and privacy standards, check endorsements, OCR Toolkit customer database, and cash handling, strapping, and shipping procedures. Licensed Notary Public.

-Ordered product and identified profit opportunities whenever possible-Established strong customer relationships by effectively servicing 50 stores weekly-Maximized selling opportunities by executing, closing, and following up on sales calls-Documented and communicated progress of stores to store and company leadership-Sold and delivered 100+ incremental displays and equipment, resulting in peak profit-Collaborated with management on ideas to streamline operations and increase revenue-Minimized out-of-stocks, expired, and damaged product through proper inventory management

The Menards Management Internship allowed me the opportunity to learn and expand my understanding of operations, planning, customer service, management, and sales. I trained in the store's largest department for 12 weeks, 8 of which I assisted the team in managing a section of the department. In addition, I completed many large projects that improved store discrepancies, such as plan-o-gram resets and end cap / overstock changes.

The Speedway Regional Operations Internship allowed me the opportunity to gain a wide scope of knowledge and experience in retail, management, and sales. Learning and mastering physical and administrative tasks, leading nearly 100 employees and managing the operations of a district of 12 stores, hiring, scheduling, and striving for overall store quality attainment were key areas of focus and achievement. I also had the opportunity to travel to Indiana with the field-marketing team to assist with point-of-sale and other promotional materials. I continued with Speedway through the remainder of the school year as a Customer Service Representative.

-Maintained product inventory by identifying, monitoring, and reporting replenishment needs-Transported product between backroom and display floor with manual equipment; utilized hand tools -Replenished, faced, and rotated product; built, changed, and took down product displays-Positioned signage / space and evaluated / re-packaged, and processed damaged product-Managed product backroom by organizing and consolidating product-Communicated status and concerns to store and company personnel-Identified and reported unsafe working conditions-Attended and completed company training and certifications; utilized a mobile device and motor vehicle to complete work activities. -Provided superior customer service to consumers and store personnel by determining and resolving concerns, answering questions, locating product, and responding to assistance requests.

Purchased and managed camp inventory including food through a range of vendors, wrote and documented purchase orders, collaborated with administrative staff to organize and develop cost-effective programs/events, supervised camp maintenance personnel.

Served as a summer camp counselor for children with special needs for the JCC's Special Needs Adventure Program (SNAP) and Kids All Together (KAT) / 1 on 1 mentor.