Alexandria Arietta
San Diego,CA
Summary
A results-driven Associate Financial Representative with a strong background in sales and a deep understanding of client loyalty development. Proven success in delivering tailored financial solutions to clients, backed by a solid foundation in financial planning, investment strategies, and wealth management. A dependable professional with excellent communication and interpersonal skills, known for consistently fostering client engagement and retention through relationship building, active listening, and addressing each client’s unique financial needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Financial Representative
Primerica
08.2024 - Current
- I bring in new clients and assist providing life insurance packages to customers
Branch Intern
ABC Supply Co.
05.2024 - 08.2024
- 10-week program that encompasses job shadowing, practical learning, training modules, presentations, and project work
- I use a POS system to make purchase orders, quotes, customer orders, picket tickets, etc
Marketing Intern
Mind4Youth
San Jose, CA
02.2024 - 03.2024
- This internship teaches how to utilize content creation platforms such as Canva, how to reach out to external organizations, and how to analyze market trends to promote social media
ADMINISTRATIVE ASSISTANT
Law Offices of David Arietta
01.2019 - 08.2022
- My work includes assisting with the drafting of various estate planning documents such as powers of attorney, health care directives, wills, and trusts
- I research title records and prepare cover letters for recording of deeds
- I assist with inputting client data into bankruptcy software
Education
Bachelor of Arts (B.A.) - Marketing & Sales Management -
San Diego State University
05.2026
Skills
- Communication skills
- Problem-solving
- Insurance knowledge
- Teamwork
- Inside sales
- Outside sales
- Networking
- Interpersonal skills
- POS systems
- Microsoft Excel
- Social media marketing
Additionalinformation
Women in Business Club, 08/01/22, Present, This organization promotes women for career opportunities and provides education and training for business majors
Awards
- California Life Insurance License, 2024
- Scholarship Recipient of the Ligure Club, 2022
- Scholarship Recipient of the Italian Catholic Federation, 2022
Relatedexperience
- Associate Financial Representative, Primerica, 08/01/24, Present, I bring in new clients and assist providing life insurance packages to customers. Required skills: excellent customer service skills, entrepreneurial mindset, strong leadership & decision-making, ability to develop, manage, and drive growth
- Branch Intern, ABC Supply Co., 05/01/24, 08/01/24, 10-week program that encompasses job shadowing, practical learning, training modules, presentations, and project work. I use a POS system to make purchase orders, quotes, customer orders, picket tickets, etc.
- Marketing Intern, Mind4Youth, San Jose, CA, 02/01/24, 03/01/24, This internship teaches how to utilize content creation platforms such as Canva, how to reach out to external organizations, and how to analyze market trends to promote social media
Certification
- Life Insurance License - 2024
- Scholarship Recipient of the Ligure Club - 2022
- Scholarship Recipient of the Italian Catholic Federation - 2022
Timeline
Associate Financial Representative
Primerica
08.2024 - Current
Branch Intern
ABC Supply Co.
05.2024 - 08.2024
Marketing Intern
Mind4Youth
02.2024 - 03.2024
ADMINISTRATIVE ASSISTANT
Law Offices of David Arietta
01.2019 - 08.2022
Bachelor of Arts (B.A.) - Marketing & Sales Management -
San Diego State University