JULIAN STEWART
Spokane Valley,WA
Summary
Dynamic and results-oriented financial services professional with over 10 years of experience driving growth and delivering exceptional customer service. Proven ability to engage effectively with clients from diverse backgrounds, fostering strong relationships through a friendly and personalized approach. Expertise includes cash flow management, goal setting, insurance and protection products, client meetings and reviews, and client education, complemented by a strong capacity for independent work. Committed to continuous personal and professional development, consistently striving to exceed expectations while upholding the highest standards of integrity and work ethic.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Edward Jones
Spokane Valley, WA
07.2023 - Current
- Developed personalized financial plans aligned with client goals and risk tolerance.
- Analyzed market trends to provide clients with informed investment strategies.
- Educated clients on various investment products and retirement planning options.
- Cultivated strong client relationships through regular communication and follow-ups.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Community Manager
New Home Star
03.2018 - Current
- Managed 6 communities over 5 years and met or exceeded individual sales goals in 20 out of 21 quarters.
- Completed 6-month training program- MENSA(Mentoring of New Sales Associates).
- Recognized for being one of the top 75 producing realtors in the Spokane Association of Realtors (SAR) based on sales volume from 2019-2021.
- Recognized for being one of the top 30 producing realtors in the Spokane Association of Realtors (SAR) based on sales volume in 2022.
- Maintained over 90% AVID customer satisfaction score for all 5 years of employment.
- Strategically lead customers through the most favorable sales process.
- Maximized customer experience through excellent communication, setting proper expectations, proactively looking for opportunities to create "WOW" moments, using a strategic approach to handle customer concerns, and striving to provide a high level of customer service while protecting company assets.
- Maintained compliance with all state and national real estate laws including licensing and association guidelines.
- Planned, prepared, executed, and followed up on weekly marketing initiatives.
- Lead weekly sale training for INW region consisting of 18 brokers.
- Mentor and trainer for new sales associates.
- Prepared in-depth quarterly reports and provided analysis to theexecutive team on marketing strategies, market trends/shifts, competition activity, SWOT assessments, sales and traffic goals, customer satisfaction, and strategic recommendations.
Professional Painter
Stewart's Painting
03.2016 - 12.2018
- Owner and operator of all aspects of the business.
- Planned and executed weekly marketing.
- Grew business through signage, social media, networking/ word of mouth referrals, providing a high level of service, and being a premium service provider
- Managed daily operations by scheduling and coordinating appointments and assisting customers in selecting and matching colors based on wants and budget.
- Completed interior and exterior painting for a variety of residential and commercial clients.
- Calculated amounts of required materials and approximate time to complete each project to estimate project costs.
- Communicated with clients to report progress and verify timetable for completed work.
- Referrals and existing networks accounted for 80% of new business in 2018.
Personal Trainer
Muv Fitness
03.2015 - 03.2016
- Assisted with marketing and promoting of classes and services.
- Developed specialized programs for athletes of all levels to reach competition goals.
- Adapted classes to meet the specific needs of participants with varying fitness levels.
- Assisted individuals in setting achievable fitness goals and monitored progress for success.
- Utilized an effective record-keeping system for tracking customer information.
- Created comprehensive fitness programs tailored to the needs and goals of each client.
- Grew active client base through word-of-mouth, prospecting, and referrals from satisfied customers.
Internet Sales Manager
George Gee Automotive
04.2012 - 03.2015
- Managed a team of 5 ales associates that handled 400-600 new leads monthly.
- Maintained an average of over 50 prospect calls daily.
- Ensured accuracy of the company website reflecting vehicle specifications and availability.
- Negotiated terms of sales and educated on financing options.
- Collected and analyzed data and made strategic recommendations for product, pricing, and marketing.
- Responded to internet inquiries and phone calls in a timely manner.
- Tracked daily sales team activity and reported to Regional Director.
- Provided superior and individualized customer service.
Education
Bachelor of Arts - Interdisciplinary Studies
Eastern Washington University
Cheney, WA06.2017
High School Diploma -
Lewis And Clark High School
Spokane, WA06.2004
Skills
- Personalized investment consulting
- Client relationship development
- Critical analysis
- Sales proficiency
- Strong focus on accuracy
- Sales and marketing strategy
- Property investment strategy
- Effective conflict resolution
- Networking strategies
- Effective team player
- Strong professional presence
- Self-motivated worker
- Prospective client engagement
- Client needs assessment
Affiliations
- National Association of Realtors
- Spokane Association of Realtors
- Board member for Tamarack Youth Center
- Board member for Spokane Young Professionals
- West Plains Chamber of Commerce
- Spokane Valley Chamber of Commerce
Timeline
Financial Advisor
Edward Jones
07.2023 - Current
Senior Community Manager
New Home Star
03.2018 - Current
Professional Painter
Stewart's Painting
03.2016 - 12.2018
Personal Trainer
Muv Fitness
03.2015 - 03.2016
Internet Sales Manager
George Gee Automotive
04.2012 - 03.2015
High School Diploma -
Lewis And Clark High School
Bachelor of Arts - Interdisciplinary Studies
Eastern Washington University