Overview
Work History
Education
Skills
Timeline

Max Gordon

San Diego,California

Overview

5
5
years of professional experience

Work History

Sales and Marketing Representative

Endevour Global
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
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
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

DePaul University

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

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Max Gordon