Summary
Overview
Work History
Education
Skills
Timeline
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Ian McLauchlan

Scottsdale,AZ

Summary

Dynamic professional with a strong background in sales and client consultation. Skilled in developing tailored solutions and navigating complex negotiations. Committed to enhancing client satisfaction and driving financial success for businesses.

Overview

6
6
years of professional experience

Work History

Financial Wellness Consultant

KeyBank National Association
Woodinville, Washington
09.2023 - 12.2024
  • Managed customer accounts and provided tailored banking solutions.
  • Assisted clients with loan applications and financial product inquiries.
  • Developed strong relationships with clients to foster loyalty and trust.
  • Referred clients to our financial advisor for investment advice.
  • Helped businesses create and submit SBA loans.

Insurance Agent

Farmers
Issaquah, Washington
01.2023 - 08.2023
  • Consulted clients to identify insurance needs and recommend appropriate coverage options.
  • Developed appropriate quotes based on risk information.
  • Developed relationships with new clients through cold calling and referrals from existing customers.

Sales Consultant

Chevrolet of Bellevue
Bellevue, WA
01.2021 - 02.2022
  • 2021 Chevrolet Salesman of the year
  • Assisted customers in selecting vehicles that matched their needs and preferences.
  • Conducted vehicle demonstrations to showcase features and benefits to potential buyers.
  • Negotiated sales agreements while ensuring customer satisfaction throughout the process.
  • Maintained up-to-date knowledge of inventory, promotions, and financing options available.
  • Utilized CRM software to track leads and follow up with prospective customers regularly.

Server

Dukes Seafood & Chowder
Bellevue, WA
09.2018 - 12.2020
  • Delivered exceptional customer service in a fast-paced dining environment.
  • Assisted guests with menu selections and special dietary needs.
  • Prepared checks, itemizing total meal costs and taxes.

Education

High School Diploma -

Bellevue High School
Belleview, WA
06-2017

Skills

  • Banking solutions
  • Sales negotiations
  • Effective communication
  • Problem solving
  • Loan processing
  • Insurance consulting
  • Customer account management
  • Client relationship management

Timeline

Financial Wellness Consultant

KeyBank National Association
09.2023 - 12.2024

Insurance Agent

Farmers
01.2023 - 08.2023

Sales Consultant

Chevrolet of Bellevue
01.2021 - 02.2022

Server

Dukes Seafood & Chowder
09.2018 - 12.2020

High School Diploma -

Bellevue High School

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