Michael Schaedel | Oldsmar, FL
Wealth management professional with deep expertise in consultative selling and delivering profitable investment solutions. Documented track record of sales growth through relationship development, needs identification, and introducing investment solutions that achieve client goals. Clear and concise communication across teams that optimize collaboration, partnerships and revenue growth.
Competitive and driven to achieve successful outcomes; prepared to take on new challenges and rise to the occasion.
Goal and team oriented; successful in partnering, coaching and developing processes that achieve business outcomes.
Commitment towards quality outcomes and taking on stretch opportunities to help the company achieve its goals.
Consultative Selling | Relationship Building | Financial Planning | Wealth Management | Retirement Planning | CRM Salesforce | Coaching & Training | Team Leadership | Lead Generation | Investment Management
The EMAC Group | Palm Harbor, Fl 2017-Present
Building quality relationships with both Lenders and upper management to assist in professional placements while also coaching on best practices to recruit and hire top loan officers.
# 1 producer of both placements and coaching within 2 months of joining company
Helped build and roll out new website and curriculum for coaching branch managers
Trained branch managers all over the country to be better leaders and recruiters within the mortgage industry
Fidelity Investments | Tampa & Jacksonville, FL 2008 – 2017
Financial Consultant (Sept 2014 – Sept 2017)
Primary point of contact for over 1,000 high net worth clients with liquid assets over $500k ($650 million AUM). Developed long-term relationships through financial planning, wealth management education, and technology channels to manage investments. Collaborated and led associates to ensure a positive customer experience and meet client’s investment needs.
Increased book of business from $300 million AUM in 2014 to over $650 million AUM in 2017.
President Circle Award 2016 (Top 2% Nationally) out of 3,500 Financial Consultants.
Consistent annual achievement of “Achiever Bonus”.
Built a significant book of clients through retention, referrals, local market development and proactive outreach tactics.
Consistently exceeded business goals, including client loyalty surveys, acquisition, development and retention.
Coached new and underperforming consultants on product knowledge, sales strategies and technologies to achieve goals.
Selected by senior management to join the South Eastern Leadership Team; provided leadership in the areas of strategic planning, team performance and goal achievement strategies.
Developed the “Standard of Excellence Strategy” in collaboration with senior management; created a road map and standard for consultants to increase appointments, referrals, and sales through data, tools and technology.
Investment Consultant (2013 – 2014)
Developed financial plans customized to the needs of clients with less than $350k in liquid assets through a wide range of products and services; educated clients on the values and differences of investment solutions. Prospected/cold called unengaged households to provide insights on financial planning, investment solutions and secure sales appointments.
Served as a mentor to new representatives; provided sales coaching, role playing, CRM training, and product training.
Recognized as a top producer and consistently in the top 10% of the region.
Retirement Solutions Specialist (2012 – 2013)
Provided education and guidance to clients with inactive 401k plans as well as positioning Fidelity’s’ value proposition. Sold Fidelity’s offering (brokerage, managed accounts, annuity, life insurance, long-term care and financial planning) over external competitors to retain relationships and assets.
Recognized in the top 5% of performance.
Investment Solutions Representative (2011 – 2012)
Served as the point of contact for new and existing customers; utilized effective sales calls (inbound/outbound) techniques and profiling to recommended investment solutions.
Defined customer needs and cultivated relationships, while guiding investment strategies: mutual funds, fixed income products, and discretionary money management services.
Financial Representative (2008 – 2011)
Educated and assisted clients in identifying products and services that met their financial investment goals; facilitated accurate and efficient mutual fund and stock trades.
Exceled in identifying sales opportunities and driving an efficient and positive customer service experience.
EDUCATION & LICENSING:
B.S., Applied Economics; double minor in Business Administration & Communication | Florida State University
Series 7,63,66 Securities Licenses; Florida 2-15 Insurance
Certified Financial Planner (CFP) | Certification Coursework Completed | Exam Pending