Michael Sotak Email & Phone Number

Chicago, Il, Us

• Internally managed the Key Account program for the Chicago Business lines. This included: scheduling monthly update meetings for the account team, preparing agendas to be distributed for those meetings, and providing the team with notes and action steps following the meetings.• Maintained up to date news and research on the Key Accounts to present new opportunities to the team at monthly meetings.• Researched prospective clients and industries and reported that information to the Business Development Executives (BDEs) in preparation for client meetings.• Assisted in the preparation of proposals and marketing material to be presented to prospective clients.• Tracked Key Account and BDE activity in our CRM and kept the account information up to date.• Completed ad-hoc marketing projects.• Assisted in a firm wide effort to increase cross-selling through education of various service lines.• Assisted the BDEs with administrative duties including: managing calendars and appointments, setting up internal and external meetings, data entry and clean-up, and other tasks that help free up time for the BDEs.

Philadelphia, Pa, Us

• Developed a sphere of influence in an effort to sell financial service products effectively to a clientele base consisting of primarily upper- and middle-class individuals in Greater Chicago.• Sold premium insurance credit and managed assets as an advisor achieving performance bonus.• Built book by cold calling and referrals, often having to overcome objections before establishing in person appointment.• Conducted one-on-one sales presentations educating clients in investment strategies, developing a retirement plan increasing financial security.• Managed activity quotas reporting daily progress to district manager.• First new hire in group to obtain Series 7, Series 66 certifications and LAH insurance license.• Communicated new funds, products and policy changes to 5 clients.• Maintained good relationships with existing clients through regular contact building customer loyalty and a strong referral base.

Zurich, Ch

• Assisted FAs with market research and investment analysis including client requests.• Participated in periodic review meetings with existing clients.• Client service activities such as notifications of RMDs and preparation of progress reports.• Performed administrative duties such as filing, scheduling, and interdepartmental communications.

Oxford, Oh, Us

• Served as an undergraduate assistant in Introductory to Economics class. • Assisted Professor in organizing, proctoring and grading exams. • Led weekly tutor session for students.

Master Of Arts (Ma), Economics

Bachelor Of Science (Bs), Economics