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Click here or scroll down to respond to this candidateCandidate's Name
Irvington, NJ Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEFinancial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills. Insurance PlanningAnti-Money LaunderingRetirement planningEstate PlanningCustomer Relationship BuildingFinancial ServicesRisk ManagementFinancial Product SalesLife InsuranceCost-benefit analysisAnalytical ThinkingRisk MitigationStatistical AnalysisBusiness ConsultingGAAP Accounting StandardsFinancial Services Professional, 08/2022 - Current New York Life Insurance Co Edison, NJConducted detailed financial reviews for business clients to sell appropriate products to fit clients needs Delivered informative presentations on various financial topics, educating clients on sound investment practicesImplemented risk management strategies to minimize potential losses in volatile market conditions Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferencesCollaborated closely with tax professionals to optimize strategies for minimizing tax liabilities Participated in continuous professional development programs to stay current with industry trends and best practicesDeveloped customized retirement planning solutions, helping clients achieve their long-term financial objectivesCollaborated with cross-functional teams to develop innovative financial products tailored to diverse client needsConducted thorough market research to identify lucrative investment opportunities for clients' PROFESSIONAL SUMMARYSKILLSPROFESSIONAL EXPERIENCEportfoliosWorked with clients to develop financial planning strategies and solutions through evaluation of financesBartender, 10/2018 - CurrentOceanos Restaurant Fair Lawn, NJManaged cash handling duties responsibly, ensuring accurate accounting at the end of each shift Performed opening and closing duties, printing sales reports, setting up for incoming shifts, preparing cash drawers, and taking inventoryDeveloped loyal clientele by consistently delivering outstanding service and engaging in friendly conversationAssisted with staff training, sharing expertise in bartending techniques and customer service best practicesEducated customers on drink options, making personalized recommendations based on preferences or dietary restrictionsHandled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors Administrative Assistant, 03/2012 - 03/2013MetLife Insurance Company Paramus, NJAnswered multi-line phone system, routing calls, delivering messages to staff and greeting visitors Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systemsDelivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationshipsEnsured accurate record-keeping with diligent data entry and database management for vital company informationImproved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when neededScheduled office meetings and client appointments for staff teams Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.Bachelor of Science: Finance, 05/2020Kean University - UnionLicensed Life and Health AgentPassed SIEEDUCATIONCERTIFICATIONSSeeking Series 6 and 65.Haitian-CreoleADDITIONAL INFORMATIONLANGUAGES |
