Anahi Ramirez
Sparks,NV
Summary
Dynamic Broker with a proven track record at Primerica, specializing in portfolio management and business development. Excelled in building robust client relationships and negotiating favorable terms, enhancing portfolio performance through strategic investment recommendations. Skilled in compliance adherence and communication, consistently driving revenue growth and team collaboration.
Overview
6
6
years of professional experience
Work History
Broker
Primerica
Sparks, NV
04.2024 - Current
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
- Recorded supporting documentation for phone calls and written correspondence.
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
- Prepared contracts and related documentation according to strict standards.
- Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.
- Enhanced client portfolio performance with strategic investment recommendations based on thorough market analysis.
- Maximized team performance by leading motivation initiatives and setting clear, achievable sales targets.
- Drove revenue growth, negotiating favorable terms with new financial products providers.
- Fostered team environment that encouraged knowledge sharing and collaboration, leading to improved brokerage services.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Met with members to understand goals and recommend solutions to fit specific needs.
Host
CJ Palace
Sparks, NV
08.2022 - 12.2023
- Provided exceptional customer service by attentively listening to guest needs and promptly addressing any concerns or issues.
- Answered customer questions about hours, seating, and menu information.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Enhanced customer satisfaction by promptly greeting and seating guests upon arrival.
- Consistently upheld company standards and policies, contributing to a positive reputation for the establishment among guests and peers.
- Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
- Answered phone calls to take orders, give information and document reservations.
Sales Associate
Savers Thrift Store
Reno, NV
10.2018 - 08.2020
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Monitored sales trends to adjust sales strategies and meet changing customer demands.
Education
High School Diploma -
Earl Wooster High School
Reno, NV07.2020
Skills
- Compliance requirements
- Workplace training
- Business relationship building
- Negotiation expertise
- Compliance adherence
- Documentation expertise
- Sales strategy development
- Software aptitude
- Contract drafting
- Technical aptitude
- Buyer vetting skills
- Communication proficiency
- Trustworthiness
- Documentation
- Portfolio Management
- Multitasking
- Professionalism
- Business Development
- Communication Skills
Timeline
Broker
Primerica
04.2024 - Current
Host
CJ Palace
08.2022 - 12.2023
Sales Associate
Savers Thrift Store
10.2018 - 08.2020
High School Diploma -
Earl Wooster High School