Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong communicating skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Consultant
Primerica
09.2023 - Current
Engaged regularly with customers via phone calls or face-to-face meetings providing sound advice on all aspects of finance related topics
Explained to clients personal financial advisor's responsibilities and types of services to be provided
Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or evaluation of severance packages
Answered clients' questions about purposes and details of financial plans and strategies
Recommended financial products, such as stocks, bonds, mutual funds, and insurance
Recommended to clients strategies in cash management, insurance coverage, investment planning, and other areas to help them achieve financial goals
Recruited and maintained client bases
Contacted clients periodically to determine changes in financial status
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives
Identified financial needs of customers through effective questioning and listening techniques
Reviewed financial documents and provided advice to clients on their investments, tax planning, retirement and estate planning
Provided consulting services to businesses regarding budgeting, cash flow management, capital acquisitions and other financial matters.
Educated clients on various investment options, empowering them to make informed decisions about their finances.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Lash Technician
Belle Ame Studio
02.2023 - 09.2023
Stayed current on latest and diverse types of last extensions and different application processes.
Kept workspace clean, organized and well-stocked for upcoming appointments.
Educated clients on how to clean and maintain lash extensions.
Used advanced tools and techniques to create beautiful, custom lash looks.
Taught clients how best to care for lash extensions and prevent problems.
Improved appointment booking efficiency with effective time management and organization skills.
Enhanced client satisfaction by providing customized lash extension services tailored to individual preferences.
Educated clients on proper at-home maintenance for extended wear of their lash extensions or other treatments performed.
Created unique looks matching individual client preferences and budgets.
Followed strict safety standards to protect clients from injury or infection.
Received consistently positive reviews from clients due to attention to detail, personalized care approach, and outstanding results achieved .
Assisted with marketing efforts including social media posts showcasing before-and-after transformations, helping attract new clientele.
Supported fellow technicians by sharing best practices, troubleshooting issues together, and contributing to a collaborative work environment.
Worked with high attention to detail to complete precise, long-lasting lash looks.
Managed appointment scheduling and client database in a user-friendly software system, streamlining operations for both staff and clientele.
Reduced product waste by effectively managing inventory levels, ensuring an adequate supply while minimizing excess.
Maintained regular client list and successfully handled walk-in customers.
Office Administrative Assistant
Fix Plumbing & Drains, US
06.2014 - 09.2023
Dispatched workers as needed to job sites
Responded to emails and other correspondence to facilitate communication and enhance business processes
Reviewed and balanced daily bank deposits and deposit report
Completed accurate daily report documents, memos and invoices
Organized envelopes, postage and mail correspondence for staff
Maintained office supplies inventory by checking stock and ordering new supplies
Entered data into system and updated customer contacts with information to keep records current
Coordinated interview appointments for supervisor
Recorded daily financial transactions using Quickbooks and handled payments of accounts
Confirmed appointments, communicated with clients and updated client records
Answered large volume of incoming calls daily to resolve customer issues and schedule appointments
Provided clerical support to company employees by copying, faxing and filing documents
Managed multiple tasks and met time-sensitive deadlines
Prepared on call employee work schedules for team members.
Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
Barber/Cosmetologist
Great Clips Hair Salon
03.2021 - 07.2021
Maintained a clean and hygienic work environment by regularly sanitizing tools, equipment, and workstations.
Developed long-lasting relationships with clients, resulting in a high rate of customer retention and loyalty.
Answered incoming telephone calls and scheduled appointments for clients.
Built strong and lasting rapport with clients through consistent delivery of requested services and exceptional results.
Styled hair according to customer preferences.
Consistently received positive performance reviews from guests.
Educated clients about products and self-maintenance for healthy hair based on needs and preferences.
Consulted with clients to assess personal style preferences and unique needs.
Distributed business cards outside of salon to generate new business.
Completed safety training and certifications to minimize risk of infection or injury to customers.
Worked closely with salon management to develop marketing materials like promotional flyers and social media content that showcased the unique services offered.
Kept shop neat, professional and welcoming to guests of different backgrounds.
Completed quality haircuts and styling for men, women and children.
Shampooed, conditioned, and rinsed guests' hair using salon-exclusive products while educating clients on product benefits to increase product sales.
Helped clients feel relaxed and improved experiences with use of scalp massage and related treatments.
Worked with relaxers and other chemicals to change texture of clients hair.
Education
High School Diploma -
Chula Vista High School
Chula Vista, CA
06.2011
Skills
Client consultation
Keyboarding skills
Document Preparation
Confidentiality understanding
Complex Problem-Solving
Multi-Line Phone Systems
Accounts receivable and payable
Meeting planning
Certification
Life Insurance License
Licensed Cosmetologist
Licensed Barber
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Financial Consultant
Primerica
09.2023 - Current
Lash Technician
Belle Ame Studio
02.2023 - 09.2023
Barber/Cosmetologist
Great Clips Hair Salon
03.2021 - 07.2021
Office Administrative Assistant
Fix Plumbing & Drains, US
06.2014 - 09.2023
Life Insurance License
Licensed Cosmetologist
Licensed Barber
High School Diploma -
Chula Vista High School
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