Sean Douglas
Ocoee
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
18
18
years of professional experience
Work History
Account Executive (Remote)
BHG Financial
07.2025 - Current
- Developed tailored sales presentations to address client needs and enhance engagement.
- Managed client accounts, ensuring satisfaction and retention throughout the loan servicing process.
- Collaborated with cross-functional teams to streamline sales processes and improve response times.
- Analyzed client assets, income, debts, and credit reports to determine the most suitable financial and loan products for their needs.
- Exceeded sales targets consistently through strategic planning and execution.
Financial Broker (remote)
AmOne
03.2020 - 07.2025
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with other departments to promptly process loan applications.
- Developed and maintained relationships with customers, lenders and other third parties.
- Proactively identified solutions for customers experiencing credit issues.
- Top generating sales revenue
Client Acquisition Agent
American Express, AMEX
01.2015 - 01.2020
- Defined contract terms to secure business relationships.
- Analyzed creditworthiness of loan applicants and determined credit risk of loan requests.
- Verified application and account details to accurately asses credit and financial risks of potential clients.
Sales Representative
Acorn Stairlifts
03.2013 - 03.2015
- Built relationships with customers and community to promote long term business growth.
- Promoted company programs for warranty sales and seasonal promotions to boost sales.
- Boosted sales by executing targeted advertising strategies.
Small Business Consultant
Chase Bank
03.2008 - 04.2013
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with other departments to promptly process loan applications.
- Developed and maintained relationships with customers, lenders and other third parties.
- Proactively identified solutions for customers experiencing credit issues.
- Top generating sales revenue
Education
Bachelor of Science - Information And Communication Technology
Seminole State College of Florida
Sanford, FLSkills
- Relationship building and management
- Trend forecasting
- Problem-solving
- Report generation
- Account management
- Client relationship building
- CRM software expertise
- Objection handling
- Strategic prospecting
- Extensive Salesforce knowledge
- Microsoft office proficient
Timeline
Account Executive (Remote)
BHG Financial
07.2025 - Current
Financial Broker (remote)
AmOne
03.2020 - 07.2025
Client Acquisition Agent
American Express, AMEX
01.2015 - 01.2020
Sales Representative
Acorn Stairlifts
03.2013 - 03.2015
Small Business Consultant
Chase Bank
03.2008 - 04.2013
Bachelor of Science - Information And Communication Technology
Seminole State College of Florida