SHAWN STEWART
Homewood,AL
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Semi Retired
Self
11.2020 - Current
- Self-motivated entrepreneur, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Passionate about learning and committed to continual improvement.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Associate
Southern Financial Consultants Inc
03.2012 - 11.2020
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Oversaw compliance audits, ensuring adherence to regulatory standards and best practices.
- Implemented financial planning recommendations.
- Created strategies to develop and expand existing customer sales, which resulted in an increase in annual sales.
- Led financial analysis projects to enhance client investment strategies.
Principle Agent
Alabama Insurance Agency
02.2009 - 01.2019
- Managed client relationships, ensuring satisfaction and retention through personalized service.
- Developed comprehensive insurance packages tailored to individual client needs and preferences.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Promoted client retention through high-quality service and follow through.
Mortgage Broker/ President/ Owner
The Advisor Mortgage Group of Alabama
01.2005 - 01.2009
- Evaluated client financial situations to recommend optimal mortgage products.
- Developed tailored mortgage solutions to meet diverse client needs.
- Guided clients through loan application processes, ensuring compliance with regulations.
- Collaborated with lenders to secure favorable terms for clients' mortgages.
Loan Originator
The Advisor Mortgage Group
01.2003 - 01.2005
- Originated mortgages in the Western Pennsylvania market.
Senior Business Development Manager
Checkpoint Car Care
01.2003 - 01.2004
- Business start-up manager.
- Grew the brand and services in the Pittsburgh Automotive market.
- Implemented successful sales strategies and tactics.
Property Manager
Dempsey Construction Co
01.2001 - 01.2003
- Liaison between builder, developer, property owners and home owner associations.
- Offered solutions through mediation techniques.
- Managed teams of subordinates.
Professional Athlete
3-D Racing
01.1996 - 01.2001
- Raced in professional sanctioned events throughout North America.
- Top 10 Professional Ranking in California.
Education
B.A - Exercise Science
Fort Lewis College
Durango, CO01.1995
Skills
- Small business development
- Product line expansion
- Business operations organization
- Market research and analysis
- Customer-oriented
- Finance background
- Long-term care expert
- Commercial insurance
- Teamwork and collaboration
- Risk management expertise
- Retirement planning
- Calm under pressure
- Problem resolution
Accomplishments
- Created strategies to develop and expand existing customer sales, resulting in year over year increase in annual sales.
- Multiple awards for performance
- Organizational Development
Certification
- Licensed Non-electrical Explosives/Blaster- 1995 expired
- Licensed EMT - 1995 expired
Timeline
Semi Retired
Self
11.2020 - Current
Associate
Southern Financial Consultants Inc
03.2012 - 11.2020
Principle Agent
Alabama Insurance Agency
02.2009 - 01.2019
Mortgage Broker/ President/ Owner
The Advisor Mortgage Group of Alabama
01.2005 - 01.2009
Loan Originator
The Advisor Mortgage Group
01.2003 - 01.2005
Senior Business Development Manager
Checkpoint Car Care
01.2003 - 01.2004
Property Manager
Dempsey Construction Co
01.2001 - 01.2003
Professional Athlete
3-D Racing
01.1996 - 01.2001
B.A - Exercise Science
Fort Lewis College