Alyssa Marin

Accomplished Senior Sales Assistant at Cetera Financial Group, adept in Customer Relationship Development and CRM Software Proficiency. Spearheaded initiatives generating $800,000 in revenue, exceeding sales targets at Webster Investments. Proven track record in Financial Strategy Development and leadership, achieving sustainable growth and operational excellence.

• Series 7, Active
• Series 63, Active
• Series 65
• Notary Public Certification, Active

LinkedIn Ceertifications

• Time Management Fundamentals, 2023
• Executive Leadership, 2023
• Portfolio Project Management Foundations, 2023
• Administration Foundations, 2023
• Communication Foundations, 2023

• Cetera Financial Group, East Hartford, CT, Senior Sales Assistant, 01/2023, Present, Provide exceptional customer service through effective verbal and written communication to ensure satisfaction., Support in gathering and organizing information and documentation for new accounts, transfers, and administrative procedures., Communicate with clients and advisors to address time-sensitive tasks, such as Required Minimum Distributions (RMDs) to assure compliance and punctual completion., Maintained accurate and updated information in customer management systems for seamless data administration., Generated $800,000 in revenue through strategic development and successful implementation of annuity products., Assisted team of advisors to achieve long-term sustainable growth by providing comprehensive administrative support and managing daily, monthly, and annual tasks.
• Webster Investments, Wallingford, CT, Registered Relationship Specialist | LPL Financial, 01/2019, 12/2023, Oversaw and streamlined all operational account activities, such as opening new accounts, managing cash flow, facilitating transfers, and conducting routine account maintenance to assure seamless transactions and maintain client satisfaction., Provided comprehensive education to customers regarding full range of account services, cutting-edge capabilities, and emerging technologies, including eSignature, paperless statements, and intuitive client portals to optimize experience and foster deeper engagement., Optimized operational efficiency for seamless daily operations by coordinating appointments, phone responses, and client meeting materials., Collaborated with internal departments for prompt service delivery aimed at exceeding clients' expectations through dedicated ownership., Attained and surpassed established sales targets and objectives within designated timeframes, while contributing to continual success and growth of business.
• Webster Bank, Waterbury, CT, Assistant Manager, 01/2019, 12/2020, Facilitated in development and execution of personal and staff development goals., Modeled behavior aligned with Webster Sales and Service Process by setting example., Managed daily expenses to support year-over-year profitability in line with branch P&L statement., Enforced strict adherence to bank policies to ensure secure environment and prevent fraudulent activities., Approved fee waivers and rebates in accordance with established bank guidelines., Led and guided branch team members to attain impressive results through strategic planning., Exceeded individual development objectives and targets by showcasing commitment to excellence., Achieved consistent sales goals, surpassed retention targets, and maintained exceptional customer service standards., Enhanced employee performance management and counseling processes by delivering valuable input and recommendations.
• Webster Bank, Waterbury, CT, Senior Universal Banker, 01/2017, 12/2019, Assessed client needs and aligned with bank's diverse product range., Demonstrated operational excellence aimed at contributing to favorable risk assessments and audits within banking center., Organized educational hurdles for colleagues to deepen comprehension of critical materials., Assisted Banking Center Manager and Assistant Manager in day-to-day operations and leadership., Owned customer and banker experience to resolve issues, manage escalated customer concerns, and facilitate team., Engaged in collaborative brainstorming sessions with emphasis on devising innovative solutions for continuous improvement., Surpassed sales goals to promote offerings, encompassing deposit accounts, loans, credit cards, and safe deposit boxes.