Max Gordon
San Diego,California
Overview
5
5
years of professional experience
Work History
Sales and Marketing Representative
Endevour Global
San Diego, CA
02.2023 - Current
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
- Built local sales and marketing plan for each targeted district within defined territory.
- Participated in skills development initiatives to promote team competence and success.
- Provided written and oral feedback on market conditions, goal attainment and performance appraisals.
- made over 200 sales in a 5 month period
- developed strong report with clients
Financial Representative
Pacific Advisors
San Diego
04.2022 - 09.2022
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with customers to assess needs, financial status and eligibility.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
Insurance Agent
Symmetry Financial Group
San Diego, CA
10.2021 - 03.2022
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Summit Trail Advisors
09.2020 - 11.2020
- Developed strong rapport with clients from salesforce
- Created IRA documents for NFL and MLB athletes
- Improved on understanding the principles of municipal bonds
- Achieved comprehension of global events such as trade war, Brexit and presented in discussion form to my team
- Managed clientele information with strong communication skills and daily reports
Lynn Hazan and Associates
10.2018 - 12.2018
- Created Job postings
- Crafted pitch letters for non-profit
- Wrote and created weekly blogs and email campaigns via Constant Contact and share with subscribers via website, Yahoo groups and other channels
- Collected and updated useful resources for job seekers
- Created content and infographics for presentations
- Source qualified candidates for openings through LinkedIn
- Monitored job specs and post openings on websites, LinkedIn Groups and other channels
- Research companies for new business development
- Volunteer for industry events, including BMA, Innovation Chicago and Here’s Chicago
Education
BS - Public Relations and Advertising
Skills
- Skills/Achievements
- Proficient in
- Microsoft Word, PowerPoint, and Google Suite
- strong emotional intelligence
- multiple years of experience with medical devices; such as the tandem insulin pump and dexcom 6g
- former college tennis player
Timeline
Sales and Marketing Representative - Endevour Global
02.2023 - Current
Financial Representative - Pacific Advisors
04.2022 - 09.2022
Insurance Agent - Symmetry Financial Group
10.2021 - 03.2022
- Summit Trail Advisors
09.2020 - 11.2020
- Lynn Hazan and Associates
10.2018 - 12.2018
DePaul University - BS, Public Relations and Advertising