Brent Stewart
Penfield,NY
Summary
Account executive with a track record of achieving top rankings in new business development. Increased client assignments by 466% through effective sourcing strategies and relationship management. Consistently exceeded sales targets while cultivating strong partnerships with key decision-makers.
Overview
12
12
years of professional experience
Work History
Strategic Account Executive
TLF Graphics
Rochester, New York
09.2023 - Current
- Achieved number one ranking in new business for 2023 through 2026.
- Grew client assignments by 466% through strategic lead sourcing and relationship building.
- Presented impactful product offerings and marketing materials to prospective clients.
- Developed relationships with key decision makers at target accounts to enhance collaboration.
- Facilitated regular client check-ins to address concerns and ensure satisfaction.
- Researched and identified new sales opportunities to increase revenue and market share.
- Sourced new leads via cold calling campaigns and referrals to expand client base.
Sales
Paychex
Rochester, NY
10.2022 - 10.2023
- Developed key customer relationships to increase sales.
- Presented products and services to prospective and existing customers to meet client needs.
- 760% of annual sales quota.
- Consistently top monthly rep.
- Outbound prospecting calls.
- Build relationships with business owners.
- Work within base to increase their product options.
Private Wealth Advisor
Securities America
Rochester, NY
12.2019 - 10.2022
- Analyze client portfolios on regular basis.
- Analyze tax returns for business and individual clients.
- Built and presented investment proposals for clients.
- Made proactive adjustments to portfolios due to market trends.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Monitored and analyzed short- and long-term performance of investments against targets.
- Worked with $60,000,000 book of business with high net worth individuals, building rapport and relationships through consistent quality interactions.
- Sold and managed multi million dollar insurance policies.
Licensed Advisor
Citizens Investment Services
Rochester, NY
05.2017 - 12.2019
- Close investment sales to meet and exceed branch goals as a branch leader in investments.
- Develop and qualify prospect lists for myself and colleagues.
- Write investment sales from wealth transfer products, annuities and mutual funds.
- Work with all branch partners to cross sell bank products when applicable in a referral role.
- Work with high net worth clients.
- Analyze bank and lending statements.
- Prospect new and existing clients with daily outbound calling.
- Consistently a top performer in the region, finishing number two in sales (NY, NH and VT) for the past two years.
- Due to my success, I train all newly hired Licensed Bankers in my region.
- Submitted applications to credit analysts.
- Provided expert financial advice on mortgage and both educational and personal loans.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Processed challenging loan applications for first-time borrowers, self-employed applicants and borrowers with problematic credit histories.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Banker
Citizens Bank
Rochester, NY
05.2016 - 05.2017
- Generate new business and personal clients through cold calling and lead generation.
- Provide personal financial counseling, assist with lending services and build relationships with existing customers to sustain high satisfaction ratings.
- Assist personal and business customers during loan and account opening process.
- Greeted and provided quality daily banking transactions through exceptional customer service.
- Submitted applications to credit analysts.
Sales Manager
Erie Construction
Rochester, NY
05.2015 - 05.2016
- Plan territory for canvassers.
- Enter all generated leads into company system.
- Accounts payable and receivable.
- Field and class training.
- Formalized sales process to enhance operations and promote acquisition of new customers.
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
- Supported all sales team members to drive growth and development.
Sales and Marketing
Erie Construction
Rochester, NY
01.2015 - 05.2015
- Each day I was required to go door to door and close cold clients on appointments for the next day on products that range from windows, roofing, siding and bathrooms remodeling.
- Accomplishments.
- I consistently hit my sales quota each quarter.
Education
Erie Community College
Buffalo, NYAdditional Information
- Certifications and Licenses , Series 63 Present Life Accident and Health Insurance Present Series 6 Present Series 7 Present Assessments Sales Skills — Highly Proficient
Timeline
Strategic Account Executive
TLF Graphics
09.2023 - Current
Sales
Paychex
10.2022 - 10.2023
Private Wealth Advisor
Securities America
12.2019 - 10.2022
Licensed Advisor
Citizens Investment Services
05.2017 - 12.2019
Banker
Citizens Bank
05.2016 - 05.2017
Sales Manager
Erie Construction
05.2015 - 05.2016
Sales and Marketing
Erie Construction
01.2015 - 05.2015
Erie Community College