Shaun Aguilar
Melissa,TX
Summary
Seeking a role to inspire and empower clients to become financially literate and empowered. Help clients strategically implement plans to achieve their desired financial goals. I want to bring value in training new talent and to lead others in the future. I bring a wealth of Knowledge and experience in leadership in the financial industry.
Strategized successful financial planning with clients. Helped customize the best strategic comprehensive plan for clients and maintained strong client relationships to develop lasting referral sources. Entrepreneurial spirit with a passion for Mentorship and training. Successfully managed all parts of running an independently owned business using hiring, training and action planning. Successful in motivating professionals using positive recognition as well as holding team members accountable to the required expectations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Executive Marketing Director
Global Financial Impact
02.2024 - Current
- Assisted clients in understanding financial products, enhancing their investment knowledge and satisfaction.
- Collaborated with team members to streamline operational processes, improving overall service delivery efficiency.
- Conducted regular account reviews to identify opportunities for product alignment with client needs.
- Developed training materials for new hires, enhancing onboarding experience and accelerating learning curve.
- Delivered exceptional customer service by addressing client inquiries and resolving financial issues efficiently.
- Conducted comprehensive interviews, assessing skills and cultural fit for diverse roles.
- Facilitated training sessions on best practices in interviewing and candidate selection for hiring teams.
- Leveraged LinkedIn recruiter tool to broaden network connections and identify passive candidates.
Investment Advisor Representative/Senior Marketing Director
Transamerica Financial Advisors/World Financial Group
03.2016 - 02.2024
- Provided ongoing portfolio management and performance reviews for clients.
- Mentored Financial Professionals on compliance, best practices, and client engagement techniques.
- Present company overviews and other Events to generate client leads.
- Educated clients on financial products and investment strategies for informed decision-making.
- Conducted recruiting events to help expand business in multiple states.
- Created Marketing campaigns to reach out to target markets.
- Developed customized financial plans aligning with client goals and risk tolerance.
Investment Advisor Representative/Senior Marketing Director
Transamerica Financial Advisors/World Financial Group
01.2016 - 02.2024
- Provided ongoing portfolio management and performance reviews for clients.
- Mentored Financial Professionals on compliance, best practices, and client engagement techniques.
- Present company overviews and other Events to generate client leads.
- Educated clients on financial products and investment strategies for informed decision-making.
- Conducted recruiting events to help expand business in multiple states.
- Created Marketing campaigns to reach out to target markets.
- Developed customized financial plans aligning with client goals and risk tolerance.
Merchandise Team Manager
Macys
09.2015 - 10.2016
- Planned workload for incoming receipts and strategized resources to complete operational tasks.
- Worked with District t Merchandise Manager to implement Merchandising and Marketing strategies to increase sales.
- Managed workload budgets and staffing to run an effective efficient business.
Sales Manager
Macys
09.2006 - 08.2015
- Manage 30 Sales/Support Associates in 3.6 million dollar Business.
- Responsibilities include facilitating orientation classes, driving sales using planning and strategizing, product knowledge training, merchandising, and analyzing sales reports.
- Communicated with Regional Vice President, District Merchants, Merchandise Managers, Assistant Store Managers, and Store Manager to plan successful company initiatives.
Education
Bachelor of Science - Business Administration, Concentration in Marketing
San Jose State University
01.2009
Skills
- Excellent communication and listening skills
- Mentorship and trainer
- Client relationship management
- Team leadership
- Financial product knowledge
- Recruiting
- Entrepreneurial spirit
- Strategize financial plans for individuals and business owners
- FINRA Series 6,63 and 65 Life and Health Licenses
- Leadership
- Skilled Multi-tasker
- Presentation Skills
- Marketing Campaigns
- Portfolio management
- CRM management
- Sales expertise
Certification
- FINRA Series 6,63 and 65 Licensed
- Life and Health Licensed in CA, TX, FL, NC, SC, VA, GA, MN, TN, LA, OK,
Timeline
Executive Marketing Director
Global Financial Impact
02.2024 - Current
Investment Advisor Representative/Senior Marketing Director
Transamerica Financial Advisors/World Financial Group
03.2016 - 02.2024
Investment Advisor Representative/Senior Marketing Director
Transamerica Financial Advisors/World Financial Group
01.2016 - 02.2024
Merchandise Team Manager
Macys
09.2015 - 10.2016
Sales Manager
Macys
09.2006 - 08.2015
Bachelor of Science - Business Administration, Concentration in Marketing
San Jose State University