Sean Chumley
Houston,TX
Summary
Result-driven Financial Professional with strong background in customer service, financial planning and retirement preparation. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Experience with account auditing knowledgeable about risk aversion strategies, cost reduction options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Professional
Increase Financial, LLC
07.2023 - Current
- Customize strategies to suit the vision and objective goals of the client by executing a bulletproof financial system while targeting Tax Management, Investment Management, Retirement Strategies, Estate Conservation, Insurance and Annuity Products and Retirement Rollovers.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Engaged in both long and short-term project planning, strategizing for on-time, high-quality deliverables.
- Developed comprehensive plans for large-scale projects that involved coordinating multiple teams.
- Interacted with students and parents to explain financial aid procedures and maintain funding for students.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Established and deepened existing client relationships through complex financial planning.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
Private Wealth Management Intern
The Mather Group, LLC
05.2022 - 08.2022
- Completed a comprehensive retirement plan for a hypothetical client, covering all areas of financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning
- Assisted with the development and implementation of the company’s direct marketing program
- Called corporate executives to encourage them to receive information regarding the consulting group
- Attended weekly informational sessions presented by upper-level executives on the firm’s trademarked Retirement Roadmap approach.
Front Desk Assistant
Rockwell Career Center - University of Houston
08.2021 - 05.2022
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Completed data entry and filing to keep records updated for easy retrieval.
- Completed all tasks in compliance with company policies and procedures.
Assistant Fitness Manager
24 Hour Fitness
07.2019 - 10.2020
- Trained newly hired employees, offering insight into job duties and providing positive feedback on work.
- Set clear sales goals for each employee, tracking progress and milestones and offering support and assistance.
- Developed and implemented comprehensive fitness and wellness programs to promote healthy lifestyles.
- Met or exceeded monthly revenue and training goals.
- Provided individualized fitness assessments, program designs and nutrition counseling services.
- Conducted needs assessments or surveys to determine interest in or satisfaction with wellness and fitness programs, events or services.
- Responded promptly to customer issues and resolved problems through effective communication and decision making skills.
- Demonstrated strong knowledge of all fitness equipment and explained to customers how to properly use each machine.
Master Trainer
24 Hour Fitness
05.2018 - 07.2019
- Counsel clients on proper exercise biomechanics and nutrition while analyzing clients’ needs and developed modalities into customizable fitness plans to achieve their goals.
- Serviced 3,862 one-on-one hour sessions.
- Trained clients during strength training, cardio vascular exercise, and stretching.
- Demonstrated proper technique for exercises to avoid injuries.
- Assisted clients with personal fitness goals through realistic objectives.
- Explained exercise modifications and contraindicated movements to participants with history of injury.
- Maintained up-to-date knowledge of fitness training methods to inform approach.
- Developed, planned, and led personal and group fitness sessions as well as well-known specialty fitness programs.
- Ranked amongst the "Top 50 Top Performing Personal Trainers," placing 33rd for originated revenue of ~ $120,000.
Personal Trainer
24 Hour Fitness
10.2016 - 05.2018
- Trained clients during strength training, cardio vascular exercise, and stretching.
- Explained exercise modifications and contraindicated movements to participants with history of injury.
- Demonstrated proper technique for exercises to avoid injuries.
- Grew customer base through word-of-mouth referrals based on customer satisfaction and results.
- Designed specific workout systems for individual clients based on performance ability.
- Monitored proper execution and form of clients and adjusted positions to improve results and safety.
- Educated customers on preventive care, nutrition, fitness, stress management, and ergonomics.
Service Representative / Kids Club Attendant
24 Hour Fitness
06.2015 - 10.2016
- Front desk attendant who would aid members with positive customer service, answering phone calls and provide gym tours
- Membership and personal training sales experience through CRM software.
- Enforced rules of club and resolved conflicts quickly and professionally to maintain safety and bolster pleasant experiences for participants.
- Worked with parents and guardians to achieve safe environment for children in temporary care through careful use of sign-in and sign-out pages, allergy and medical forms and exchange of contact information.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Maintained productivity and quality standards at all times.
- Provided information about company products and services, and capitalized on upsell opportunities.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Handled customer inquiries and suggestions courteously and professionally.
Education
Bachelor of Business Administration in Finance, Minor in Marketing -
C.T. Bauer College of Business, University of Houston
Houston, TX08.2023
Associate of Arts - Business Administration
Santa Rosa Junior College
Santa Rosa, CA12.2022
Associate of Arts - Social And Behavioral Sciences
Santa Rosa Junior College
Santa Rosa, CA12.2021
Skills
- Budget Forecasting Expertise
- Financial Management
- Accounts Payable and Receivable
- Financial Planning
- Financial Statements
- SAP Expertise
- Tax Preparation
- Strategic Planning
- Accounting and Bookkeeping
- Financial Portfolio Management
- GAAP Accounting Practices
- Audit Financial Records
Certification
- General Lines – Life, Accident, Health, and HMO
- Commercial Entrepreneurship Certification
Honors And Awards
- Transfer Excellence Scholarship: Fall 2021 – Spring 2023 (University of Houston)
- Dean’s Highest Honors: Fall 2020, Spring 2021 (Santa Rosa Junior College)
- Alves Family Scholarship: Spring 2019 (Santa Rosa Junior College)
Timeline
Financial Professional
Increase Financial, LLC
07.2023 - Current
Private Wealth Management Intern
The Mather Group, LLC
05.2022 - 08.2022
Front Desk Assistant
Rockwell Career Center - University of Houston
08.2021 - 05.2022
Assistant Fitness Manager
24 Hour Fitness
07.2019 - 10.2020
Master Trainer
24 Hour Fitness
05.2018 - 07.2019
Personal Trainer
24 Hour Fitness
10.2016 - 05.2018
Service Representative / Kids Club Attendant
24 Hour Fitness
06.2015 - 10.2016
Bachelor of Business Administration in Finance, Minor in Marketing -
C.T. Bauer College of Business, University of Houston
Associate of Arts - Business Administration
Santa Rosa Junior College
Associate of Arts - Social And Behavioral Sciences
Santa Rosa Junior College
- General Lines – Life, Accident, Health, and HMO
- Commercial Entrepreneurship Certification
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