Summary
Overview
Work History
Education
Skills
Timeline
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Alex Blanco

Miami

Summary

I am a very goal-oriented individual well-versed in acquiring and maintaining client relationships. I have been in the sales industry long enough to know the proper way to motivate a prospective client to work with me through active listening, building rapport, and communicating the solution to their problem in a way that is clear and effective so both parties move forward in a better place than they started.

I am hard-working, a quick learner, passionate about people, and results-driven in a way you would not imagine.

Overview

4
4
years of professional experience

Work History

Client Associate

Knight Strategic Wealth
12.2022 - Current
  • Facilitated new client onboarding process and investment account setup.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.

Solar Energy Specialist

ADT Solar
04.2021 - 11.2022
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Provided first-rate service to all customers and potential customers.
  • Built rapport with customers and assessed needs to make product recommendations and upsell.
  • Demonstrated product features, answered questions and persuasively overcame objections.
  • Drafted, finalized and submitted paperwork to complete sales.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Managed customer accounts to secure customer satisfaction and repeat business.

Customer Relations Associate

Brightline
12.2020 - 03.2021
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.

Sales Associate

Baires Communication
05.2019 - 11.2020
  • Solved customer challenges by offering relevant products and services.
  • Engaged with customers to build rapport and loyalty.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.

Education

Associate of Science - Business Administration And Management

Tallahassee Community College
Tallahassee, FL
08.2019

Skills

  • Excellent Verbal Communication Skills
  • Sales Contracts
  • Active Listening
  • Reading Comprehension
  • Client Correspondence
  • Client Presentations
  • Developing Financial Plans
  • Prospecting Clients
  • Client Acquisition
  • Planning for Retirement
  • Client Meetings

Timeline

Client Associate

Knight Strategic Wealth
12.2022 - Current

Solar Energy Specialist

ADT Solar
04.2021 - 11.2022

Customer Relations Associate

Brightline
12.2020 - 03.2021

Sales Associate

Baires Communication
05.2019 - 11.2020

Associate of Science - Business Administration And Management

Tallahassee Community College

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Alex Blanco