Stephen Shaw Email & Phone Number

Maximized profit margins with profound knowledge of the products offered.Increased revenue with new marketing plans designed to maximize volume during off-peak hours.Strong listening skills ensured the needs of guests are being met in a professional and courteous manner.Exceptional people management skills built strong relationships with existing clientele.

Successfully partnered with consultant to manage over 20 million dollars in brokerage and at-fund accounts, wrap accounts, annuities, and VUL cash values.Effective liaising with experienced 401K Money Managers achieved an increase in production through account acquisition and compliant rollovers.Excellent organizational skills streamlined contract negotiation, optimization, and compliance.Resourceful with numerous trade publications to effectively and efficiently research market trends to maximize portfolio growth. Strong questioning skills enabled the creation of accurate Life, Disability, and Long-Term Care insurance illustrations.Possessed exceptional prospecting skills and the ability to locate new business with existing clients.Worked closely with Home Office to plan and execute marketing seminars.Mentored multiple interns and ensured they were proficient with client service duties.

Planned, directed, executed, and monitored on and off-premise catered events with the proven ability to consistently exceed customer expectations.Strong communication skills enabled an in-depth understanding of customer’s specific preferences.Organized successful educational lunches to generate new business.

Bachelor Of Science (B.S.), Cyber Security

Security Policy Design and Implementation

Bachelor Of Science, Business Administration

Completed two years Marketing Curriculum

Associate Of Arts

Education record

Lacrosse 2002-2003, Team Captain 2002-2003 All-Region Honors 2003 Baltimore Broncos Semi-Pro Football 2008-2010 Team Captain 2008-2010.