STEPHAN TAIT
Margate
Summary
Results-driven sales professional with 7+ years of experience in prospecting, pipeline development, and consultative sales across financial services, retail, and operations. Skilled at generating leads, conducting discovery calls, and delivering tailored solutions that drive revenue growth. Consistently recognized for exceeding sales quotas, improving client acquisition, and converting prospects into long-term customers. Seeking to apply proven sales expertise as a Sales Development Representative at a growth-focused technology company.
Overview
12
12
years of professional experience
Work History
Financial Planner
NPC Financial
02.2025 - Current
- Built a pipeline of 50+ high-net-worth clients through referrals, networking, and outbound outreach.
- Achieved a 90% conversion rate from consultation to proposal.
- Generated $500K+ in new client assets within the first 6 months.
- Strengthened client retention with quarterly reviews and proactive communication.
Marketing & Operations Manager
Supreme Builders Group LLC
01.2016 - Current
- Generated $500K+ in new contracts via lead generation and marketing.
- Negotiated contracts, raising profit margins by 10% annually.
- Expanded visibility in competitive market with outreach strategies.
Financial Professional
Infinite Capital Solutions
10.2024 - 02.2025
- Prospected 100+ leads monthly through cold calls, LinkedIn outreach, and events.
- Booked 15-20 qualified appointments per week, exceeding goals by 25%.
- Maintained a 35% close rate through consultative sales presentations.
- Increased new client acquisition by 20% in 3 months with lead-gen strategy.
Beauty & Fragrance Specialist
Bloomingdale's
10.2024 - 02.2025
- Exceeded sales targets by 20% monthly through client engagement.
- Built a repeat customer book of 200+ clients for ongoing sales.
Sales Manager
Axiom Payment Systems
07.2024 - 10.2024
- Directed a sales team of 8, boosting team performance by 30% within 90 days.
- Drove $1M+ in payment processing contracts through outbound campaigns.
- Closed high-value accounts contributing to 40% regional revenue growth.
- Implemented CRM tracking that improved follow-up efficiency by 25%.
Car Consultant
Rick Case Automotive
01.2021 - 01.2024
- Ranked top 10% of sales consultants, averaging 15-20 sales monthly.
- Converted 60% of test drives into purchases.
- Increased annual sales by 20% through repeat and referral business.
- Upsold warranties and protection packages with finance team.
Customer Service Representative
TD Bank
09.2018 - 11.2021
- Achieved 120%+ of monthly cross-sell targets for banking products.
- Processed high-volume transactions with 99% accuracy and compliance.
- Increased product adoption by 15% quarterly via financial reviews.
Electronics Team Lead
Target
01.2015 - 01.2018
- Led a team of 10+ associates, growing sales 15% year-over-year.
- Improved upsell rates by 20% through staff training.
- Recognized as a Top Sales Performer for exceeding targets.
Team Leader / Customer Service Rep
McGraw-Hill
10.2013 - 06.2015
- Handled 200+ daily customer inquiries with 95% satisfaction score.
- Led 6 reps, improving efficiency and response times by 15%.
- Reduced recurring user issues by 20% through technical support.
Education
High School Diploma -
Boynton Beach Community High
Boynton Beach, FLSkills
- Prospecting & Lead Generation
- CRM & Pipeline Management
- Discovery Calls & Needs Analysis
- Consultative & Solution Selling
- Sales Presentations & Negotiation
- Market Research & Opportunity Analysis
- Client Relationship Management
- Data-Driven Decision Making
- Team Leadership & Coaching
Timeline
Financial Planner
NPC Financial
02.2025 - Current
Financial Professional
Infinite Capital Solutions
10.2024 - 02.2025
Beauty & Fragrance Specialist
Bloomingdale's
10.2024 - 02.2025
Sales Manager
Axiom Payment Systems
07.2024 - 10.2024
Car Consultant
Rick Case Automotive
01.2021 - 01.2024
Customer Service Representative
TD Bank
09.2018 - 11.2021
Marketing & Operations Manager
Supreme Builders Group LLC
01.2016 - Current
Electronics Team Lead
Target
01.2015 - 01.2018
Team Leader / Customer Service Rep
McGraw-Hill
10.2013 - 06.2015
High School Diploma -
Boynton Beach Community High