Summary
Overview
Work History
Education
Skills
Timeline
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Bo Breeze

Fort Lauderdale,FL

Summary

Results-driven sales professional with over 8 years of experience in luxury yacht charter sales, financial services for high-net-worth clients, and sustainable energy solutions. Proven track record in cultivating relationships with affluent clients, driving sales in competitive markets, and promoting eco-friendly initiatives. Passionate about the luxury yachting industry and committed to delivering exceptional client experiences while advancing Sunreef Yachts’ mission of innovation and sustainability.

Overview

11
11
years of professional experience

Work History

Annuity Processing Associate

Advisors Excel
Remote / Fort Lauderdale, FL
04.2023 - Current
  • Support financial advisors in delivering tailored investment solutions, including fixed, variable, and indexed annuities, to meet clients’ retirement and legacy planning goals
  • Maintain strong relationships with affluent clients, providing exceptional service and ensuring seamless transactions for their investment portfolios
  • Process confidential paperwork and payments for high-net-worth clients, ensuring 100% accuracy and security in managing annuity products with leading providers such as Augustar, American Equity, Brighthouse Financial, and more
  • Handle sensitive financial data with precision, contributing to the firm’s reputation for reliability and client satisfaction

Global Yacht Charter Sales Advisor

Dream Yacht Worldwide
Remote / Clearwater, FL
03.2021 - 03.2023
  • Specialized in selling luxury yacht charters to an exclusive clientele, consistently achieving sales targets in a competitive global market
  • Built and maintained strong relationships with high-net-worth individuals, delivering tailored charter experiences to meet their unique needs
  • Consulted clients on yacht charter options, destinations, and itineraries, ensuring a premium experience that enhanced the company’s reputation for excellence
  • Participated in international yacht shows and private client events to expand the brand’s presence and generate leads in the luxury yachting market

Sustainable Energy Sales Representative

Green Mountain Energy
Portland, OR
05.2017 - 10.2018
  • Empowered clients to power their homes with 100% renewable energy by transitioning them from fossil fuel-based plans to Green Mountain Energy’s sustainable wind and solar plans, aligning with the company’s mission to inspire hope and motivate action through clean energy
  • Educated customers on the environmental benefits of renewable energy, driving adoption of green solutions that reduced carbon emissions and supported a cleaner grid across the Pacific Northwest
  • Delivered compelling presentations at regional events, tailoring messaging to diverse audiences to maximize engagement and conversion rates
  • Collaborated with a team to manage high-volume crowds, ensuring exceptional customer experiences at promotional events while advancing sustainability goals

Event Sales and Marketing Director

Summer Winter Action Tours (SWAT)
Corvallis, OR
09.2014 - 08.2018
  • Directed sales and marketing for student vacation events, leading a team to exceed campaign goals by 20% through training and incentives.
  • Developed and executed marketing campaigns, collaborating with student designers to create original artwork, managing social media, and partnering with off-campus media outlets to increase event visibility and student body engagement.
  • Secured strategic partnerships with local businesses, increasing attendance and sales by 60% through community engagement.

Education

Bachelor of Science (B.S.) - Multimedia Communications, Business Entrepreneurship

Oregon State University
Corvallis, OR
06.2020

Skills

  • High-End Sales & Client Relationship Management
  • Luxury Yacht Charter Sales & Industry Knowledge
  • Sustainable Energy Solutions & Environmental Advocacy
  • Financial Processing & Confidential Data Management
  • Social Media Strategy & Digital Marketing
  • Luxury Lifestyle Marketing and Brand Positioning

Timeline

Annuity Processing Associate

Advisors Excel
04.2023 - Current

Global Yacht Charter Sales Advisor

Dream Yacht Worldwide
03.2021 - 03.2023

Sustainable Energy Sales Representative

Green Mountain Energy
05.2017 - 10.2018

Event Sales and Marketing Director

Summer Winter Action Tours (SWAT)
09.2014 - 08.2018

Bachelor of Science (B.S.) - Multimedia Communications, Business Entrepreneurship

Oregon State University

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Bo Breeze