Edward L. Steward II
Tampa,FL
Summary
Talented Financial Representative with proven sales and service abilities. Focused on continuously exceeding expectations and improving skills. Meticulous, analytical, well-organized and decisive field professional skilled at cultivating and deepening productive relationships with owners, companies, high net worth individuals, and agency representatives.
Overview
20
20
years of professional experience
Work History
Insurance Sales Representative
Doctors Benefits
07.2022 - Current
- Worked with CEOs, Doctors, CPAs, and other high net worth clients and individuals to formulate plans to fit the desired goal and needs requested
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Sold life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Connected with prospective clients to set appointments.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Generated quotes and proposals for clients to match individual needs.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
- Maintained detailed records of customer information and policy sales.
- Generated sales by recommending policies and add-ons.
Financial Representative
Coastal Wealth
10.2020 - 07.2022
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Prepared contracts and related documentation according to strict standards.
- Identified customer financial service needs to prepare proposals and sell services.
Realtor
Century 21 SELA
05.2016 - 12.2020
- Acquired over 30 new clients by following up regularly regarding individual real estate desires and current listings.
- Generated 55% in sales through effective networking and marketing strategies to grow new business and increase productivity.
- Sold 4 properties worth over $300,000 each in 4 months in 2018.
- Retained more than 20% of team clients through effective sales and satisfaction management strategies.
- Develop and maintain list of available properties suited to different needs and budgets for both commercial and industrial use.
- Arrange for title searches of properties being sold and give buyers virtual and physical tours of properties.
- Promote sales of properties through advertisements, open houses and online advertising platforms.
- Liaison between buyers and sellers to provide positive experiences for both parties.
- Compare properties with similarly sold properties to determine competitive market prices.
- Coordinate appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
- Inform home buyer of sales, construction and warranty processes.
- Work closely with clients to facilitate appropriate loans, inspections and credit reports.
- Manage scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
- Collaborate with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explain all financial requirements and data to potential buyers and sellers.
- Monitor local residential property market to adjust sales tactics, prices and overall business effectiveness.
- Maintain social media accounts to promote properties and interact with potential clients.
- Ensure that all clients looking to sell or buy are aware of current market conditions, legal requirements, pricing and mortgages.
Property Manager
Stephanie Morris - Real Estate
02.2015 - 12.2020
- Boost occupancy 50% by leveraging market knowledge and successful promotional strategies.
- Maintain operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
- Monitor timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
- Communicate with clients and tenants while offering strategic solutions to remedy problems.
- Respond to messages and inquiries from various parties and use well-developed active listening and open-ended questioning skills to promote quick issue resolution.
- Collect and maintain careful records of rental payments and payment dates.
- Carefully screen tenancy applicants, pulling background investigations, credit reports and past rental history.
- Coordinate with janitorial and engineering staff on maintenance and upkeep.
- Evaluate and recommend changes in rental pricing strategies to remain competitive in market.
- Schedule outside contractors for major maintenance issues.
- Follow up on delinquent tenants and coordinate collection procedures.
- Communicate with landlord regarding building and tenant issues.
- Maintain original leases and renewal documents in digital and hard copy format for property management office.
- Distribute and follow up on tenant renewal notices.
- Keep records accurate, detailed and fully compliant with reporting requirements to meet all state, local and federal housing requirements.
- Handle tenant complaints promptly and appropriately, calling in repairmen and other support services as needed.
- Minimize vacancy periods by collaborating with building owners to strategize improvements to marketing initiatives, business plans and tenant outreach programs.
- Maximize rental income while minimizing expenses through effective planning and control.
- Verify income, assets and expenses and complete file tracking sheet for each applicant.
- Monitor progress of construction and maintenance projects and notify appropriate individuals of project updates, delays and schedule changes.
Valet
Hampton Inn & Suites New Orleans Downtown
09.2015 - 05.2017
- Drove vehicles of different make, style and price points both to and from desired destination.
- Filed and ordered guest paperwork and transaction details to support bookkeeping and business operations.
- Organized guest keys in systematic order for timely acquisition and delivery of vehicle.
- Resolved customer complaints through calm, constructive communication.
Valet Attendant
Parking Management Services
10.2014 - 10.2015
- Inspected vehicles prior to parking and during retrieval to detect damage.
- Issued ticket stubs and placed numbered tags on windshields to assist customers with locating vehicles.
- Lifted and removed barricades to open or close parking areas.
- Assessed parking lot and determined most effective parking scheme to bolster number of available spaces.
Valet Supervisor
Central Parking Systems
03.2008 - 09.2014
- Resolved customer complaints or problems to decrease escalation issues to corporate.
- Maintained knowledge of business operations to keep departments and employees up to date on important work-related changes.
- Inspected equipment to maintain proper functioning during peak activity.
- Assigned duties or work schedules to employees for adequate shift coverage.
- Trained service staff on latest policies and procedures.
- Evaluated employee performance quarterly and annual reviews.
- Maintained excellent attendance record, consistently arriving to work on time.
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Moved cars around lot to increase space efficiency.
- Removed safety hazards, soiled items and trash from customer areas.
- Determined customer needs by asking relevant questions and listening actively to responses.
- Handled 25 calls per hour to address customer inquiries and concerns.
Junior Supervisor
J And R Construction
06.2003 - 12.2005
- Coordinated site investigations, documented issues and escalated to executive teams as needed.
- Coordinated all companies, business executives and site leadership teams by interacting effectively and establishing communication best practices.
- Delegated daily tasks to over 25 employees to provide development opportunities.
- Supervised site investigations, reported issues and escalated those that required further assistance.
- Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Communicated best practices among on-site and external personnel to align efforts and goals.
- Utilized exemplary negotiation skills to obtain manufacturing service agreements and assure quality standards.
- Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
- Built strong relationships with clients by following up on previous purchases and suggesting new products.
Education
Bachelor of Arts - Public Relations
Tulane University
New Orleans, LA12.2019
Skills
- Financial analysis
- Data Analysis
- Financial reviews
- Financial budgeting and reporting
- Advanced oral and written communication skills
- Administrative background
- Key stakeholder relationship building
- Ms Office (Power Point, Excel, Word)
- Advanced experience with CRM tools
- Client communication
- Sales expertise
- Client servicing
Timeline
Insurance Sales Representative
Doctors Benefits
07.2022 - Current
Financial Representative
Coastal Wealth
10.2020 - 07.2022
Realtor
Century 21 SELA
05.2016 - 12.2020
Valet
Hampton Inn & Suites New Orleans Downtown
09.2015 - 05.2017
Property Manager
Stephanie Morris - Real Estate
02.2015 - 12.2020
Valet Attendant
Parking Management Services
10.2014 - 10.2015
Valet Supervisor
Central Parking Systems
03.2008 - 09.2014
Junior Supervisor
J And R Construction
06.2003 - 12.2005
Bachelor of Arts - Public Relations
Tulane University
Similar Profiles
Nadine LennoxNadine Lennox
Medical Receptionist at Doctors & Co – Salamander Bay DoctorsMedical Receptionist at Doctors & Co – Salamander Bay Doctors
Angelina AliottaAngelina Aliotta
Practice Nurse at Doctors & Co - Botanic Ridge DoctorsPractice Nurse at Doctors & Co - Botanic Ridge Doctors
Michele HamiltonMichele Hamilton
Director, Field Sales at Allstate BenefitsDirector, Field Sales at Allstate Benefits