Max Schencker
Fort Lauderdale
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Internship Student
William Blair
Chicago
06.2019 - 08.2025
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Provided support with administrative tasks such as filing documents, scheduling meetings.
- Conducted data analysis and reporting to ease burden on professionals.
Insurance Agent
Creative Financial Network
Fort Lauderdale
09.2024 - 02.2025
- Responded to customer inquiries and problems to promote great service.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
Sales/Customer Service Sales Representative
Hollywood Lace
Hallandale
06.2022 - 06.2024
- Processed orders, forms, applications, and requests.
- Followed up with customer to identify and resolve service, account, or technical issues and maintain satisfaction.
- Replenished and arranged items to maintain appearance.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
Education
BBA - Finance
Florida Atlantic University
Boca Raton, FL06-2023
Skills
- Financial analysis
- Data analysis
- Customer service
- Client relationship management
- Sales techniques
- Document management
- Problem solving
- Networking strategies
- Communication skills
- Communication
- Public speaking
- Teamwork and collaboration
- Networking
Certification
- 215 License
Affiliations
- Leadership positions held within my Fraternity
Timeline
Insurance Agent
Creative Financial Network
09.2024 - 02.2025
Sales/Customer Service Sales Representative
Hollywood Lace
06.2022 - 06.2024
Internship Student
William Blair
06.2019 - 08.2025
- 215 License
BBA - Finance
Florida Atlantic University
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