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Click here or scroll down to respond to this candidateCandidate's Name
Street Address -000-000 emailPROFESSIONAL SUMMARYExperienced professional with 25 years in customer service in office and home settings, in addition to using telephone, email and CRM systems to provide follow-up consultation, respond to concerns, questions and complaints to meet customer satisfaction.ACCOMPLISHMENTS Provided staff training in customer service and product knowledge to meet the needs of clients and, address concerns and complaints Provided client consultation to assist them in the decision-making process for investment and/or sales process Established professional relationships with clients to build trust via one-one consultation, expressing interest in meeting their needs by providing product knowledge and diverse solutions based on those needs Strong oral and written communication skills based on intent listening to establish clients needs and provide persuasive solutions Superior interpersonal skills to motivate, develop team spirit, and work cohesively with team members to meet the goals and objectives of the organization Strong in-person and telephone presentation skills Ability to gather information from clients, analyze situations and understand client needs to develop solutions and/or offer best product as well as suggest added products Quick and accurate response to clients concerns, complaints, and questions Full use of CRM systems to maintain accurate client files, continuous client communication, meet company expectations, and my own goals and expectationsPROFESSIONAL HISTORYFinancial Advisor, Stress Free Retirement Advisors 11/2020- PresentFamily Service Counselor, Parklawn Corp., Union, NJ 3/2020-11/2020National Sales Representative, Mobility Partners of Houston, TX 7/2019 - 2/2020Veteran Sales Specialist, Freedom Motors, Battle Creek, Michigan 2/2016 - 6/2019Senior VP Investment Sales, Newbridge Financial Securities, Boca Raton, FL 10/2013-10/2015Sales Rep, CBG Financial Group, Boca Raton, FL 5/2010-10/2013Sales Rep, Newbridge Financial Securities, Boca Raton, FL 2/2008-5/2010Financial Advisor, Citibank Smith Barney, Boca Raton, FL 12/2002-2/2007Financial Advisor, Washington Mutual Bank, Lake Worth, FL 8/2001-12/2002Tax Supervisor, ADT Security Services/TYCO Intl, Boca Raton, FL 1/1997-5/2000Candidate's Name _(Continued)AWARDS & RECOGNITIONS#1 Salesperson 2019, Mobility Partners of Houston#2 Salesperson 2018, Freedom Motors#1 Financial Service/Insurance Products 2012, CBG Financial GroupEDUCATIONBachelor of Science in Accounting, Interamerican University of Puerto RicoBachelor of Science in Business Administration, Interamerican University of Puerto RicoSKILLSBilingual (English/Spanish)Outlook, Word, Excel, CRM systems |
