Result-driven with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
New York Life Insurance Co
08.2022 - Current
Increased client satisfaction by providing tailored financial advice and investment recommendations.
Streamlined financial processes for improved efficiency and reduced errors in transactions.
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Collaborated with team members to achieve sales targets and improve overall branch performance.
Obtained the Series 7 and Series 63
Lead Sales Associate
Leslie's Pool Supplies, Service & Repair
05.2018 - 07.2022
Increased sales revenue by developing and maintaining strong relationships with clients.
Delivered excellent customer service for repeat business and referrals.
Trained new sales associates to ensure consistent performance across the team.
Managed inventory effectively, minimizing stock-outs and overstock situations.
Sales Associate
Sun And Ski Sports
10.2021 - 03.2022
Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
Education
Bachelor of Science - Business Administration And Management
Farmingdale State College
Farmingdale, NY
05.2022
Skills
Sales Quota Achievement
Financial Product Sales
Communication
Financial Services
Account Maintenance
Life Insurance
Problem Solving
Timeline
Financial Services Representative
New York Life Insurance Co
08.2022 - Current
Sales Associate
Sun And Ski Sports
10.2021 - 03.2022
Lead Sales Associate
Leslie's Pool Supplies, Service & Repair
05.2018 - 07.2022
Bachelor of Science - Business Administration And Management
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
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