Steven Bourgin Email & Phone Number

Northlake, Illinois, United States

Schaumburg, Illinois, United States

In charge of operations for industry leader in the Midwest, specializing in solving all logistical issues for construction jobs and for handling all customer expectations, questions, and complaints.

Downers Grove

Helping PNC customers with their mortgage needs.

Naperville, Il

Founded to build wealth and establish sound financial plans for my clientele, to find new prospects and convert them to long-term relationships, and to serve my customers with integrity and honesty.1) Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. 2) Agent licensed to sell insurance through New York Life Insurance Company. • Built a portfolio of clients by leveraging trusted relationships with former clients and developing new relationships by creating customized marketing strategies that highlight my investment philosophy, planning for the short and long-term financial goals, and my integrity as an advisor. • Created investment strategies and retirement solutions for new investors, high net worth clients, and retirees, as well as owners of local small and mid-size companies.• Targeted key businesses to form networking partnerships with accountants, estate attorneys, realtors, and mortgage brokers locally, as well as building relationships with coaches that work with business across the country.• Planned, organized and gave presentations on retirement and business planning to an audience of up to 150 attendees both independently and in collaboration with networking partnerships.• Created metrics to measure success through defining annual goals with business plans, sales strategies, and incentive plans set up at the beginning of the year. Focused on monthly review meetings to ensure accountability.• Worked with several consultants to design an innovative client referral strategy. Wrote and refined a series of scripts to help obtain referrals and to convert referrals to clients.• Invited to Denver in 2013 by Jackson National Life in recognition as a national sales leader for training and business development seminar.

Winfield, Il

Worked with one of the largest financial service companies in the world, servicing my clients and building revenue at the Winfield branch.• Led a sales team of five bankers and fifteen tellers. Motivated, trained, and educated them in daily huddles and weekly meetings to build a strong referral network for financial prospects.• Assisted in the decision making process for hiring bankers/tellers by interviewing, assessing and providing feedback on candidates. Was an integral part of their training and onboarding process.• Tracked banker’s individual incentives, providing coaching as to how they could meet their investment, checking account, credit card, and mortgage goals.• Collected data from bankers, reviewing and revising sales pipelines in order to create weekly and monthly sales forecasts.• Created financial plans for individuals and local businesses, and charitable organizations.• Spearheaded our involvement in several local networking groups, set up booth displays, arranged presentation materials, sat through the event, and was in charge of following up with leads after the events.• Won the Award of Excellence for sales from J.P. Morgan Asset Management in 2011, 2010, 2009, and 2007.

St. Charles, South Elgin, Naperville

Managed a team of bankers and tellers at three bank branches in the western suburbs of Chicago, coordinating those resources to increase financial sales and total branch revenue.• Led a team of 10 bankers dispersed between three branches, coordinating training and sales efforts to increase financial sales in the region.• Created marketing pieces and sales incentives for each individual branch, providing feedback to management on effectiveness of each campaign. • Worked closely with the bank’s business banking side to find retirement plans at local companies, to create 401(k) solutions, and to implement the conversion of the plan to our bank.• Created several customer appreciation events, including arranging catering, coordinating prospecting efforts, and event set up and tear down.

Roselle, Il.

Worked as a Financial Advisor for an accounting firm. Charged with converting accounting customers over to investment clients.• Created marketing campaign for existing clients and prospects to educate about college planning and to create new business

Chicago, Il.

Created online coupon campaign and other marketing pieces in a business to business setting. Pitched ideas and closed sales, as well as monitoring sales metrics and deepening relationships• Contacted businesses throughout the country as cold calls and converted them into clients. Responsible for deepening relationships with existing customers.• Created online coupons, fliers to hand out to customers, and web page banners.• Tracked sales data and click-throughs for online coupons and in-store advertising to calculate ROI for clients.

Chicago, Il.

Created yellow page advertising campaigns for small and midsize businesses, working with both cold calling prospects and a large number of existing clients.• Contacted businesses throughout the Chicagoland area, cold calling potential clients and working with existing clients to expand on current advertising.• Calculated ROI for clients using sales metrics and did profitability analytics for both current marketing campaigns and proposed expanded advertisements.

Bachelor Of Arts (B.A.), Journalism

Bachelor Of Arts (B.A.), Journalism

Education record

Education record