Ismael J. Escalante
Northlake,IL
Summary
Motivated and entrepreneurial sales professional with a natural talent for cultivating strong client relationships. Passionate about developing comprehensive strategies that drive wealth growth for high-income earners. Known for exceptional ability to build trust and rapport with clients.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Planner
Northwestern Mutual Advisory
04.2023 - Current
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance
- Presented 3-6 financial plans per week
- Hit monthly client acquisition goal of 3-4 New Clients/month.
- Generated monthly sales reports and shared insights and recommendations to drive sales.
- Generated $54,000 in new Business for calendar year 2023
Assistant Manager
Rogers and Hollands Jewlers
06.2022 - 03.2023
- Trained Sales Team members
- Achieved personal sales of $90,000
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Operations Specialist
Ansira Marketing Agency
02.2021 - 05.2022
- Reviewed 12-15 advertisements per day to verify compliance with established standards.
- Generated daily reports on weekly and daily goal stats on audits
- Serve as liaison between vendors, retail members, and corporate staff
- Trained and reviewed work of junior personnel on departmental responsibilities.
Customer Service Rep
Nitto Kohki USA
02.2021 - 06.2021
- Conducted calls regarding, price, shipment statuses, and inventory with primary vendor in Mexico
- Enter purchase orders
- Provide product quotes as requested by vendors
- Answer calls, respond to emails within 1 to 2 days
- Memorize complex price schedules for different vendors
- Acquire extensive product knowledge.
Guitar Instructor
Stone Grove Guitar
08.2017 - 10.2020
- Maintained student enrollment of 8 to 10 students
- Meet with employer to discuss any changes or updates to lesson plans or policy
- Held meetings with parents regarding student progress.
Spanish Tutor
Elmhurst College
08.2015 - 05.2020
- Assist students with level 101,204,300 level coursework
- Grammar check book reports, essays, and translate articles.
- Instructed students on Spanish grammar, pronunciation, spelling, vocabulary, composition and dialogue.
Merchandising Execution Team Member
Home Depot
08.2020 - 01.2020
- Price products according to price sheet provided by upper management
- Disassemble/Assemble displays and products without damage
- Operate compactor machine and shoot using safety protocol
- Replace outdated products with current ones
- Complete large scale projects within the allotted time frame (2-3 days).
Client Relations Intern
Ravinia Steans Music Institute
05.2019 - 08.2019
- Stage Manager - Pre-set stage and delegate responsibilities to stage crew, assigned tear down team
- Front office clerk - handled calls, organize 300 + files on server, update excel sheets, purchase supplies
- Meet artists and aid them with all pertinent information about their scheduled program.
Education
Bachelor of Music - Entertainment Business, Jazz Studies
Elmhurst University
Elmhurst, Illinois05.2020
Skills
- Fluent Native Spanish Speaker
- Microsoft Word, Google suite, Outlook, Basic Excel
- Account Performance Reviews
- Sales quota attainment
Relevantexperiences
- Elmhurst University Jazz Festival Transportation member, Created and distributed printed instructions for Artist Pick up/Departures, Communicated all issues to the security department, Drove visiting artists to and from O'Hare, On Call as needed for transportation services
- Research Experience in Advertising Methods 400 course, Collected over 600 responses from video interviews and surveys, Conducted 20 video interviews, Used Qualtrics to generate 3 different types of surveys, Present research to our client
- Private watch Sales, Sold 2003 Omega Seamaster Planet Ocean 42mm. for $2,300 with a purchase price of $1800, Sold 1997 Two Tone Rolex Submariner 16613 for $6,500 with a purchase price of $2300, Sold Oris Titanium Diver for $660 with a purchase price of $400, Sold Breitling Wind Rider Cock Pit for $2300 with a purchase price of $2100
References
- Arielle Basil, Operations Manager, (847)-266-5106, steansmusicinstitute@ravinia.org
- Michael Medema, CEO at Keono, (630) 863 3398, Michael.medema@keono.com
- Doug Beach, Director of Jazz Studies, (630) 617-3518, Dougb@elmhurst.edu
- Max Dombrowski, Store Owner of Stone Grove Guitar, (708) 528 8866, stonegroveguitar@gmail.com
Certification
- Series 6
- Life and Health Licenses in IL, IN, WI, NY, MI
- Disability IL, IN, WI,
- Annuities IL, IN, WI, NY, MI
- Long Term Care NY, IL,
Timeline
Financial Planner
Northwestern Mutual Advisory
04.2023 - Current
Assistant Manager
Rogers and Hollands Jewlers
06.2022 - 03.2023
Operations Specialist
Ansira Marketing Agency
02.2021 - 05.2022
Customer Service Rep
Nitto Kohki USA
02.2021 - 06.2021
Merchandising Execution Team Member
Home Depot
08.2020 - 01.2020
Client Relations Intern
Ravinia Steans Music Institute
05.2019 - 08.2019
Guitar Instructor
Stone Grove Guitar
08.2017 - 10.2020
Spanish Tutor
Elmhurst College
08.2015 - 05.2020
Bachelor of Music - Entertainment Business, Jazz Studies
Elmhurst University
- Series 6
- Life and Health Licenses in IL, IN, WI, NY, MI
- Disability IL, IN, WI,
- Annuities IL, IN, WI, NY, MI
- Long Term Care NY, IL,
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