Jeff Lott
Calabash,NC
Summary
Personable real estate professional offers several years of superior client satisfaction in real estate transactions. Ambitious and knowledgeable of escrow procedures and contract requirements. Well-versed in assisting clients with mortgage option research and financial management to facilitate productive negotiations.
Experienced professional with exceptional reputation, backed by 22 perfect Google reviews from satisfied clients. Demonstrated expertise in delivering high-quality service and achieving client objectives. Proficient in leveraging key skills to provide exceptional results and drive success.
Experienced sales professional with 36 years of success across multiple industries, including healthcare, finance, investment, and real estate.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Real Estate Broker
Keller Williams
Ocean Isle Beach, NC
04.2024 - Current
- Closed 2.681 M with KW since April 2024 this year.
- Closed 4.32 M total this YTD between 2 brokerages, KW and The Saltwater Agency.
- Conducted inspections of properties to assess condition, features, and other factors prior to listing them on the market.
- Negotiated offers between buyers and sellers in order to reach an agreement on price and terms of sale.
- Advised clients on how best to price their property in order to maximize profits while still appealing to potential buyers.
- Maintained relationships with current and prospective clients by providing exceptional customer service throughout the transaction process.
- Created detailed reports outlining comparable sales data in order to determine fair market value for a particular property.
- Managed all aspects of client transactions from initial contact through closing including coordinating inspections, appraisals, surveys, repairs and renovations when needed.
- Monitored progress of transactions from start-to-finish including staying abreast of any changes or issues that arose during the process.
- Kept accurate records of all transactions including notes from meetings or phone calls with clients as well as copies of signed contracts or documents related to each deal.
- Developed and implemented marketing strategies to promote the sale of residential properties.
Real Estate Broker
The Saltwater Agency
Shallotte, NC
04.2023 - 03.2024
- Closed 2.1 M in residential sales in 9 mo.
- Developed and implemented marketing strategies to promote the sale of residential properties.
- Conducted inspections of properties to assess condition, features, and other factors prior to listing them on the market.
- Analyzed market trends and conducted research to identify potential buyers for properties.
- Negotiated offers between buyers and sellers in order to reach an agreement on price and terms of sale.
- Advised clients on how best to price their property in order to maximize profits while still appealing to potential buyers.
- Drafted real estate contracts, purchase agreements, and closing documents according to state regulations.
- Managed all aspects of client transactions from initial contact through closing including coordinating inspections, appraisals, surveys, repairs and renovations when needed.
Registered Investment Advisor
Prudential
Charlotte, NC
06.2018 - 09.2020
- Allocated investments for clients, overseeing $6M in assets.
- Provided financial advice and guidance to clients regarding their investments.
- Developed and implemented investment strategies for individual clients based on their risk tolerance, time horizon, and long-term goals.
- Monitored client portfolios on a regular basis to ensure optimal performance.
- Identified areas of improvement in existing portfolio allocations and recommended changes accordingly.
- Worked with clients to develop customized retirement plans that met their specific needs.
Financial Advisor
Guardian Life Insurance
Charlotte, NC
10.2016 - 05.2018
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Drafted comprehensive life insurance policies.
Financial Advisor
Metlife
Charleston, SC
07.2014 - 09.2016
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Financial Advisor
New York Life Insurance Co
Charleston, SC
01.2008 - 06.2014
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Drafted insurance contracts
Chemistry/Hematology Specialist
Abbott Laboratories Limited
Charleston, SC
10.1986 - 01.2008
- Sold Chemistry and Hematology equipment across the southeast USA to hospitals, doctors, and clinics.
- Provided technical support for customers in resolving complex issues.
- Collaborated with marketing teams to develop promotional campaigns.
- Participated in ongoing training and compliance activities.
Education
Bachelor of Science - Mechanical Engineering
United States Military Academy
West Point, NY06-1979
Skills
- Prepared legal real estate documents on the buyer and seller side
- Showed condominiums, houses, townhomes, and land
- Negotiated sales price and repairs for both sides, buyer and seller
- Monitored the entire process from offer to closing at the attorney's office
- Home tours
- Real Estate Law
- Contracting
- Sales-savvy
- Property Showing
- CRM software use
- Social Media Marketing
Languages
German
Professional
English
Native/ Bilingual
Spanish
Limited
Portuguese
Elementary
Accomplishments
- Earned 15 out of 22 years top President's Club status at Abbott Laboratories based on sales.
- Top 20% at KW market center Wilmington, North Carolina YTD 2024. Ranked 83 out of 400 realtors.
Certification
- Earned ABR (Accredited Buyer's Representative) Oct. 2024.
Affiliations
- Teach adult Sunday School class for seniors at church.
Timeline
Real Estate Broker
Keller Williams
04.2024 - Current
Real Estate Broker
The Saltwater Agency
04.2023 - 03.2024
Registered Investment Advisor
Prudential
06.2018 - 09.2020
Financial Advisor
Guardian Life Insurance
10.2016 - 05.2018
Financial Advisor
Metlife
07.2014 - 09.2016
Financial Advisor
New York Life Insurance Co
01.2008 - 06.2014
Chemistry/Hematology Specialist
Abbott Laboratories Limited
10.1986 - 01.2008
Bachelor of Science - Mechanical Engineering
United States Military Academy