Rashad Clipper
Frisco,TX
Summary
Results-driven finance professional with strengths in assessing customer needs and providing tailored solutions. Excellent negotiation skills with solid history of exceeding client expectations. Demonstrates passion for building long-term customer relationships.
Overview
10
10
years of professional experience
Work History
Membership Coordinator
Masterworks
02.2023 - Current
- Administer over 300 outbound calls to potential investors.
- Assist in the day-to-day onboarding of new investors.
- Speaking to the inner workings of Masterworks, explaining art as an asset class.
- Schedule investor appointments with the Investor Advisory team
- Utilizing HubSpot, Slack, and various other software to manage sales inventory, prospecting, and outreach.
Financial Representative
Northwestern Mutual
08.2021 - 01.2023
- Acquired 33 new clients within the first year of business, generating approximately $60,000 of revenue.
- Streamlined financial processes for improved efficiency and accuracy in portfolio management.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Collaborated with cross-functional teams to develop innovative financial products for diverse clientele.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
Director of Personal Training Sales
LA Fitness
01.2020 - 05.2021
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Drove business expansion by identifying new markets, conducting research, and developing targeted marketing campaigns.
Personal Trainer
LA Fitness
06.2017 - 01.2020
- Improved client fitness levels by developing personalized workout plans and monitoring progress.
- Enhanced gym member satisfaction by providing one-on-one consultations and group training sessions.
- Increased client retention through consistent communication, motivation, and support.
- Boosted personal training revenue by promoting additional services to existing clients.
- Fostered a positive workout environment with upbeat energy and professional demeanor.
- Streamlined scheduling processes for better time management and session availability.
Intern
Infiniti Sweets
03.2014 - 06.2017
- Obtain deposits and balances of payments from clients.
- Prepare and submit sales contracts for orders.
- Coordinate with non profit organizations to secure venue space.
- Give presentations and demonstrate company products and services.
- Generate leads, maintain records and follow up with possible prospects.
- Negotiate all silent auctions and general contracts with prospective clients.
- Analyzed problems and worked with teams to develop solutions.
Skills
- Lead Qualification
- Marketing Support
- Leads Prospecting
- CRM Tracking
- Customer Relationship Building
- Sales Forecasting
- Relationship Development
- Goal-oriented mindset
- Excellent communication
- Adaptability
Timeline
Membership Coordinator
Masterworks
02.2023 - Current
Financial Representative
Northwestern Mutual
08.2021 - 01.2023
Director of Personal Training Sales
LA Fitness
01.2020 - 05.2021
Personal Trainer
LA Fitness
06.2017 - 01.2020
Intern
Infiniti Sweets
03.2014 - 06.2017
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