Anthony Hayes
Ormond Beach,FL
Summary
Hard working and personable Financial Advisor and Business Owner/Operator with a proven track record helping clients, adept in relationship building and sales expertise. Excels in developing client rapport and implementing creative, strategic marketing and networking to enhance business growth. Skilled in customer service and financial management, achieving significant client satisfaction and loyalty.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings a fresh perspective and a strong commitment to quality work-product and client success.
Highly motivated to succeed and grow in financial planning, retirement planning, and wealth and portfolio management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Aurion Wealth Advisors
01.2024 - Current
- Cultivated and strengthened relationships with new clients, and educated new clients on account services and capabilities.
- Worked with new clients to support their understanding of financial strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Strong focus of developing and maintaining strong relationships with clients to maximize satisfaction.
- Researched and evaluated potential investment products for clients.
- Educated clients on financial topics and best practices.
- Researching and cultivating 10-30 quality prospective clients weekly.
Salon Owner/Operator
The Salty Wave Salon
02.2020 - 10.2023
- Provided financial management through preparation of bank deposits and settlement of sales, returns, and transaction reports.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Kept all building areas and equipment functional and well-organized to promote maximum business performance.
- Implemented business strategies, increasing revenue, and effectively targeting new marketing strategies.
- Trained and motivated employees to perform daily business functions.
- Learned and remained updated on statutory requirements and regulations.
- Consulted with customers to assess needs and propose optimal solutions.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Handled all the recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
General Manager/Operator
Industry 386 Salon
02.2013 - 01.2020
- Developed and implemented strategies to increase sales and profitability.
- Cultivated and strengthened lasting client relationships using strong business loyalty promotions and dynamic communication skills.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations with vendors.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Trained and guided team members to maintain high productivity and performance metrics.
- Assisted in recruiting, hiring and training of team members.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Maintained organized work area by cleaning and removing hazards.
- Performed general equipment maintenance and repair to minimize downtime.
- Examined incoming materials and compared to documentation for accuracy and quality.
Education
Cosmetology
Daytona State College
Daytona Beach, FL02-2009
Business Management
University of North Florida
Jacksonville, FL01-2002
Skills
- Relationship building
- Sales and marketing
- Networking strategies
- Sales follow-up
- Insurance decisions
- Sales expertise
- Planning for retirement
- Customer Service
Certification
- Series 65 Uniform Investment Advisor - December 2023
- FL 2-15 Health, Life, and Variable Annuity - W861715
- AHIP Medicare Certification- 2024
Timeline
Financial Advisor
Aurion Wealth Advisors
01.2024 - Current
Salon Owner/Operator
The Salty Wave Salon
02.2020 - 10.2023
General Manager/Operator
Industry 386 Salon
02.2013 - 01.2020
- Series 65 Uniform Investment Advisor - December 2023
- FL 2-15 Health, Life, and Variable Annuity - W861715
- AHIP Medicare Certification- 2024
Cosmetology
Daytona State College
Business Management
University of North Florida
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