Experienced financial representative and securities broker with over 6 years of experience in the financial industry. Excellent reputation for resolving problems and improving customer satisfaction.
• Operate a successful small business specializing in the cultivation and sale of premium quality microgreens
• Establish an online presence through the creation and management of a responsive e-commerce website
• Manage all aspects of business operations including cultivation, harvesting, packaging, sales, and customer service
• Utilize digital marketing strategies such as Facebook advertisement campaigns to enhance brand visibility and attract new customers
• Received the Excellence in Service Award for achieving top client satisfaction in the company
• Presented with the Excellence in Action Award for attaining outstanding efficiency metrics
• Advised high-net-worth clients on comprehensive investment strategies, wealth management, and financial planning solutions.
• Conducted thorough financial analysis and market research to identify investment opportunities and mitigate risks.
• Collaborated with internal teams including research analysts, financial planners, and estate planning specialists to deliver financial solutions.
• Spearheaded first team to integrate chat services with inbound phone responsibilities
• Recognized multiple times by management for achieving outstanding customer service
• Educated clients on various investment products, retirement planning strategies, and wealth management services tailored to their financial goals
• Promoted collaborative approach and supported the success of other team members
• Trained and provided feedback to new financial representatives
• Demonstrated high level of productivity by averaging sixty customer calls per day
Series 7 & 63