Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Licenses/ Certifications
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Schuyler Beck

Orlando,FL

Summary

Seeking to re-enter the financial and risk management industries. Over 10 years of experience as an empathetic advisor, broker and sales professional with client experience as guiding principle. Analytical intermediary with creative solutions to diverse individual concerns. Seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience

Work History

Senior Admissions Advisor

ECPI University
10.2021 - Current
  • Assessed over 500 students' applications per year based off of academic credentials, interests and educational goals and recommended degree programs to highlight strengths.
  • Recognized and promoted for exceptional customer service and applicant submittals.
  • Incorporated systematic follow up techniques to ensure candidate retention via phone/dialer system, email, text, zoom/virtual chats while maintaining compliance with FTC laws and regulations
  • Organized college tours for student candidates and conducted individual presentations that catered to students' career goals and academic interests.
  • Conducted admissions events to promote brand i.e.,; open houses, education fairs at schools and relevant local business organizations.

Promotion: Admissions Advisor < Senior Advisor, 10/2021 - 12/2022

  • Implemented new marketing initiatives and electronic communications to improve brand awareness to better utilize advertising mediums i.e.; email/text campaigns, surveys, questionnaires via website and social media platforms.
  • Managed over 100 inquires per day and helped contribute to campus growth by 24% in first year.
  • Delivered supportive and knowledgeable counseling using data to monitor students' progress and recommend solutions for improvement while maintaining rapport to help ensure smooth onboarding process.

Inside Sales Executive

Alliance CAS
03.2020 - 03.2021
  • Monitored and amplified sales pipeline to maintain flow of HOA, COA board members and property management company prospects within Southeast region of US.
  • Liaised with clients via email or phone to identify and address needs, growing existing accounts through cross-selling.
  • Responsible for sales, onboarding and contracting of new clients while staying in compliance laws and company standard operating procedures, processes and protocols
  • Worked closely with operations, VP of sales, marketing, outside sales and other departments to promote products and marketing campaigns.
  • Kept detailed records of daily activities through online customer database via CRM.

Licensed Insurance Broker

Innovative Financial Group
10.2017 - 02.2020
  • Maintained book of business by successfully acquiring new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling within FL, PA, VA, MD, WV.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
  • Provided comprehensive product knowledge offering guidance including full disclosure of benefits, options, limitations and exclusions fully enabling clients to make informed decisions based on their needs and goals.
  • Generated quotes and proposals for final expense, mortgage / income protection, retirement plans and annuity products for multiple top rated insurance carriers.
  • Conducted retention strategies with policy holders by holding policy reviews to maintain relationships, check for policy endorsements and cross selling and referral opportunities based off client needs, changes in property assets, health, income and conditions.
  • Placed 1st in 2018 March Madness Sales competition, ending with total of roughly $70,000 in sales (Annualized Life Premium) as individual producer.

Assistant General Contractor

Beck & Panico Builders Inc.
04.2015 - 07.2018
  • Assessed home build, addition and renovation project plans, spoke with clients, or designers and visited job site to better understand project scope and client desires.
  • Maintained optimal cost controls by making affordable supplier purchases and negotiating lower prices- reduced overhead costs by 28%.
  • Drafted and finalized business proposals and legal binding contracts with high degree of efficiency and attention to detail for residential/commercial builds, renovations and additions projects.
  • Provided budget and accounting support for operations, including finance tracking, budgeting, payroll, statement reconciliation, and invoice processes.
  • Worked alongside contractor to establish timelines for constructions projects and provided quality and cost control on various projects.

Education

Bachelors of Science - Business Administration & Management

West Virginia University
Morgantown, WV
05.2011

Skills

  • MS Office Suite
  • Production and Sales Driven
  • Account Management
  • Quote Preparation
  • Policy Interpretation
  • Portfolio Management
  • Application Review
  • Analyzing Data
  • Policy Renewal
  • Problem Solving
  • Quality Assurance
  • Excellent Customer Service & Phone Demeanor
  • Financial Management & Planning
  • Sales
  • Meeting Quotas
  • Negotiation Techniques
  • Business Development
  • Conflict Resolution
  • Time Management
  • Proactive Team Player
  • Enrollment Management

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Judge a man by his questions rather than his answers.
Voltaire

Timeline

Senior Admissions Advisor

ECPI University
10.2021 - Current

Inside Sales Executive

Alliance CAS
03.2020 - 03.2021

Licensed Insurance Broker

Innovative Financial Group
10.2017 - 02.2020

Assistant General Contractor

Beck & Panico Builders Inc.
04.2015 - 07.2018

Bachelors of Science - Business Administration & Management

West Virginia University

Licenses/ Certifications

440 Insurance License (RCSR) - Florida- License# W464036

214 Life Insurance & Annuities License- FL, PA, VA, WV, MD- 2017


Schuyler Beck