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Sole Proprietor/ Financial Coach Resume Example

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SOLE PROPRIETOR/ FINANCIAL COACH
Professional Summary

Talented at monitoring daily operations, overseeing bookkeeping, and handling logistics. Consistently saved costs while increasing profits. Experienced in hiring, mentoring and training teams.

Strategic in developing policies, managing staff and [Action]. Focused on motivating staff and working with diverse personality types to drive improvements.

Experienced in customer service with over 20 years of experience in various industries. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements.

Enthusiastic Team Leader eager to contribute to team success through hard work, attention to detail and excellent organizational skills.

Skills
  • Business owner
  • Call center
  • Coaching
  • Quality control
  • Customer service
  • Seminars
  • Supervision
  • Supervising
  • Troubleshooting
  • Operations management
  • Processes
  • Consultation
  • Clients
  • Delivery
  • Employee relations
  • Financial
  • Managing
  • Staff Management
Work History
Sole Proprietor/ Financial Coach06/2020 to Current
Company Name – City, State
  • Coaching clients in saving, preserving, and growing wealth through goal-oriented planning.
  • Consulted with customers to assess needs and propose optimal planning solutions.
Business Owner / Independent Distributor12/2012 to 02/2020
Company Name – City, State
  • Managing daily operations for sales, orders, and delivery of bread products to grocery stores and restaurants •Developing and maintaining relationships with key customer contacts, insuring quality control and customer satisfaction •Ordering product based on customer's needs, maintaining ample product and minimizing costly stale product.
  • Monitoring processes and analyzing sales trends to provide business consultation to customers.
  • Handling all other day-to-day responsibilities of a business owner.
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
  • Identified prospect needs and developed appropriate responses along with information on suitable products and services.
  • Increased overall sales by [Number]% through effective displays and merchandising.
  • Communicated with suppliers daily about inventory needs and sales success.
  • Supported customers continuously from sales process to product set-up and use.
  • Addressed each customers' needs and wants to recommend suitable product options.
  • Kept detailed records of inventories, completed sales and customer information to enhance customer experiences.
  • Conferred with existing and potential customers to assess requirements and propose optimal [Type] solutions.
  • Serviced existing accounts on regular basis to maximize revenue.
Team Leader08/2016 to 11/2018
Company Name – City, State
  • Providing coaching, developing strengths and improving weaknesses for team in call center •Collaborating with other Team Leaders to determine clear goals and evaluate progress of team •Handling inbound escalation calls for resolution for customer service and technical troubleshooting •Coaching team members in handling inbound calls with a “one-call” resolution •Cultivate employee engagement and positive employee relations environment.
  • Cross-trained and provided back up for customer service managers.
  • Adhered to rigorous standards for customer service, merchandising and operational safety.
  • Established open and professional relationships with team members which helped resolve issues and conflicts quickly.
  • Facilitated training for associates through daily coaching and regular performance appraisals.
  • Optimized customer support by establishing collaborative service environment.
  • Positioned as go-to person for up to 200 staff members, troubleshooting complex administrative and training issues promptly.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
Onsite Facility / Property Manager08/2008 to 08/2012
Company Name – City, State
  • Providing onsite operations management and supervision for a residential resort-style facility.
  • Responding to homeowner's needs and requests for community with over 300 homes •Recruiting, supervising, and scheduling staff of up to 12 seasonal employees with varied job functions.
  • Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
  • Managed operations and leasing of upscale community of nearly [Number] executive apartment homes.
  • Handled disciplinary actions, performance appraisals and terminations of company staff.
  • Coordinated with janitorial and engineering staff on maintenance and upkeep.
  • Established strong, professional relationships with [Job title]s and residents by promoting team collaboration and delivering exemplary service.
  • Managed projects and events for [Type] and [Type] functions.
  • Scheduled outside contractors for major maintenance issues.
  • Planned special events such as lotteries, dedications and project tours.
  • Communicated effectively with owners, residents and on-site associates.
Education
Financial Coaching Master Training Crestcom Management Seminars Training – 2010-2011 Certified Manager of Community Associations (CMCA) Training –
Certificate of Ordination, Calvary Chapel Jacksonville2003Mount San Antonio College- City, State
Affiliations
  • Toastmasters
  • Board President of Arbor Villas HOA
  • Financial Coaching at CFC church
Certifications
  • Financial Coach Master Training
  • Crestcom Management Seminars Training
  • Certified Manager of Community Associations Training
  • Certificate of Ordination, Calvary Chapel Jacksonville
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Resume Overview

School Attended

  • Mount San Antonio College

Job Titles Held:

  • Sole Proprietor/ Financial Coach
  • Business Owner / Independent Distributor
  • Team Leader
  • Onsite Facility / Property Manager

Degrees

  • Financial Coaching Master Training Crestcom Management Seminars Training – 2010-2011 Certified Manager of Community Associations (CMCA) Training –
    Certificate of Ordination, Calvary Chapel Jacksonville 2003

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