Andrea Gonzales
Houston,TX
Summary
Proven Financial Services Professional and Educator with a track record of exceeding sales target while leveraging exceptional relationship-building and comprehensive product knowledge. Skilled in strategic planning and persuasive influence, adept at fostering team collaboration and leadership. Excelled in retirement planning and customer service, significantly growing client base through innovative solutions and effective problem-solving. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.
Overview
20
20
years of professional experience
Work History
Financial Services Professional
Self-employeed
06.2020 - Current
- Consistently exceeded sales targets by leveraging strong relationship-building skills and comprehensive product knowledge.
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
- Enhanced portfolio performance for high net worth clients through diligent risk assessment and asset allocation.
- Participated in continuous professional development programs to stay current with industry trends and best practices.
- Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
- Successfully managed a diverse range of client accounts while maintaining strict adherence to regulatory guidelines.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
- Negotiated favorable terms for clients during transactions, securing optimal results for all parties involved.
- Collaborated with cross-functional teams to develop innovative financial products tailored to diverse client needs.
- Increased client satisfaction by providing comprehensive financial advice and personalized investment strategies.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Actively participated in networking events within the community, generating new business leads and increasing overall brand awareness.
- Mentored junior team members, fostering a positive work environment that encouraged professional growth and development.
- Implemented risk management strategies to minimize potential losses in volatile market conditions.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Supported business development efforts by fostering strategic partnerships within the community promoting brand recognition.
- Conducted regular reviews of client accounts to ensure alignment with stated objectives or changing circumstances requiring adjustments in strategy.
- Assisted clients in navigating complex tax laws and regulations, minimizing liabilities and maximizing savings opportunities.
- Maintained up-to-date knowledge of industry developments and regulatory changes to provide informed guidance to clients.
- Coordinated with external partners such as tax professionals, attorneys, and insurance agents to provide comprehensive services for clients'' needs.
- Maintained strict adherence to industry regulations and company policies, ensuring a high standard of professionalism and ethical conduct.
- Implemented comprehensive financial plans for individuals and families, addressing short-term needs while considering long-term goals.
- Contributed toward creating positive work environment by participating in team-building activities and assisting colleagues with challenges as needed.
- Facilitated educational seminars on various topics related to personal finance, empowering attendees with valuable knowledge for decision-making purposes.
- Collaborated with team members to develop new strategies for client acquisition, leading to increased market share.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
Educator
Aldine ISD
08.2008 - 05.2024
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had equal opportunity for success.
- Assessed student performance regularly using both formative and summative assessments to inform future lesson planning.
- Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
- Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
- Mentored new teachers, sharing best practices and providing guidance to help them adapt to their new roles successfully.
- Promoted digital literacy by integrating technology into curriculum.
- Designed and implemented differentiated instruction strategy to meet diverse learning needs, enhancing educational outcomes.
- Developed and executed formative and summative assessments to monitor student progress, adjusting teaching strategies accordingly.
- Fostered positive learning environment that encouraged student curiosity and critical thinking.
- Implemented classroom management plan that reduced disruptions, creating more conducive learning environment.
- Shifted between formal and informal methods of teaching to keep students engaged.
- Prepared quizzes, tests and examinations to gauge how well students were learning.
- Participated in department meetings to provide input to colleagues about student achievement and improvement.
- Created lessons and online testing materials to facilitate remote learning.
- Designed detailed learning plans for struggling students based on test, homework and assignment records.
- Adapted teaching methods and materials to meet students' varying needs.
- Created and developed lesson plans to meet students' academic needs.
Membership Sales Representative
Better Business Bureau
03.2005 - 07.2008
- Enhanced customer satisfaction with personalized service, understanding individual needs, and offering appropriate membership plans.
- Increased customer satisfaction by efficiently handling inbound and outbound sales calls.
- Navigated multiple software platforms concurrently while engaging customers in conversations, enhancing multitasking skills in fast-paced environment.
- Enhanced team productivity by collaborating on strategies to improve call center performance metrics.
- Boosted revenue by identifying up-selling and cross-selling opportunities during customer interactions.
- Managed escalated calls professionally, resolving complex issues effectively while maintaining rapport with callers.
- Strengthened customer loyalty through empathetic listening and understanding individual requirements.
- Utilized CRM systems proficiently to track customer interactions, ensuring accurate records for future reference and followups.
- Demonstrated flexibility by adapting to shifting call center priorities and adjusting strategies accordingly for optimal outcomes.
- Maintained high-quality standards through thorough knowledge of products, services, and company policies.
- Contributed to positive work environment by assisting colleagues with problem-solving and skill development.
- Adapted communication style according to diverse clientele backgrounds for better connection and rapport building during calls.
- Achieved top performer status consistently due to excellent sales results and customer feedback ratings.
- Reduced average call times by quickly addressing customer inquiries and resolving issues proactively.
- Exceeded monthly sales targets through effective prospecting, lead generation, and closing techniques.
- Set up appointments with interested customers according to schedule availability.
- Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
- Negotiated pricing and payment terms with customers when possible to close deals.
- Educated customers on product and service benefits, explaining features and answering questions.
- Documented customer interactions and transactions, maintaining accurate records of all dealings.
- Utilized sales techniques to build customer interest and close sales.
- Explained product prices and packages as well as answered questions and addressed concerns of customers.
- Pitched products and services to potential customers, securing new deals and sales opportunities.
- Provided information about available products and services, membership details, and purchase advantages.
- Made average of 100 outbound and inbound calls per day.
- Overcame objections using friendly, persuasive strategies.
- Observed and learned changing customer requirements and adapted sales strategies as needed.
- Followed up with customers to confirm satisfaction with purchases and resolve last-minute issues.
- Developed long-term relationships with customers by providing exceptional service and tailored solutions.
Education
Master of Arts - Counseling
Prairie View A&M University
Prairie View, TX06.2005
Bachelor of Arts - Psychology
Baylor University
Waco, TX05.1995
Skills
- Oral and Written Communication
- Presentation
- Public Speaking
- Training and Coaching
- Strategic Planning
- Data Gathering and Evaluation
- Persuasion and Influence
- Creative Problem Solving
- Office Suites
- Motivation
- Commitment
- Goal Setting
- Sales and Marketing
- Retirement planning
- Financial Services
- Customer Service & Relationship Building
- Problem-solving abilities
- Critical Thinking
- Team Collaboration & Leadership
Timeline
Financial Services Professional
Self-employeed
06.2020 - Current
Educator
Aldine ISD
08.2008 - 05.2024
Membership Sales Representative
Better Business Bureau
03.2005 - 07.2008
Master of Arts - Counseling
Prairie View A&M University
Bachelor of Arts - Psychology
Baylor University