DANIEL WARREN
Brooklyn,NY
Summary
A financial services consultant develops a dynamic, growing portfolio of clients by bringing in new accounts, and leveraging relationships to maximize sales goals. Focused on engendering customer loyalty by identifying needs, and devising customized solutions. Successfully using strong sales skills and building collaborative, long-lasting partnerships. Seasoned Financial Services Representative with relevant experience in providing clients with tailored financial solutions and credit-building advice. Strengths include strong client relationship management and knowledge of products and services. Previous work resulted in improved client satisfaction, and increased retention through personalized client care.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Clear Path National
New York, New York
03.2024 - Current
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Led client meetings to review financial goals, performance, and adjust strategies as needed.
- Held financial conversations with clients and prospects to determine needs, and provide appropriate solutions.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Participated in regular meetings with senior management personnel regarding operational procedures.
Financial Consultant
Strategic Financial Solutions
New York, New York
09.2023 - 01.2024
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Led client meetings to review financial goals, performance, and adjust strategies as needed.
- Held financial conversations with clients and prospects to determine needs, and provide appropriate solutions.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Led in team consolation to deal efficiency and retention
Front Desk Administrator
Brooklyn Martial Arts
Brooklyn, New York
06.2021 - 07.2023
- Supervised administrative staff, delegating tasks and managing workload distribution.
Education
Associate - Journalism
Hillsborough Community College
Tampa, FLSkills
- Instructional Assistance
- Communication/Presentation
- Sales and Marketing
- Client relationship management
- Office Management
- Research and analysis
- Financial management
- Credit analysis
- Sales CRM efficiency and navigation
Timeline
Financial Services Representative
Clear Path National
03.2024 - Current
Financial Consultant
Strategic Financial Solutions
09.2023 - 01.2024
Front Desk Administrator
Brooklyn Martial Arts
06.2021 - 07.2023
Associate - Journalism
Hillsborough Community College
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