David Flores
Miami,FL
Summary
Financial services professional with years of client-facing experience, specializing in proactive outbound outreach, consultative conversations, and needs-based financial solutions. Skilled in asking open-ended questions to uncover client goals, identifying wealth opportunities, and referring qualified clients to financial advisors. Known for building trusted relationships, maintaining compliance standards, and driving growth through disciplined follow-up and referral excellence. Creating long-term value by aligning financial solutions with client goals through consultative sales.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Service Representative
TD Bank
Palmetto, Florida
08.2023 - Current
- Conduct high-volume outbound and inbound client outreach to identify financial needs, provide solutions, and schedule advisory consultations.
- Utilize open-ended, consultative questioning to uncover client goals related to banking, investments, credit, and long-term planning.
- Identify, qualify, and refer wealth management opportunities to licensed financial advisors, supporting branch referral and growth objectives.
- Coach and support team members through post-interaction follow-ups and wealth referral debriefs, sharing best practices to improve opportunity identification and referral quality
Financial Service Associate
TD Bank
Miami, FL
04.2022 - 08.2023
- Provided a value-added approach to meet customers' personal financial needs by analyzing and profiling customers, and cross-selling financial products.
- Determined whether members were eligible for new services.
- Opened new checking, savings, and lines of credit for customer accounts.
- Cross-sold bank products by answering inquiries, informing customers of new services, and promotions.
- Served a large number of customers during high-volume shifts and remained composed and professional in stressful situations.
- Cashed customer checks, verified identification, and checked account balances in accordance with bank policy.
- Advised customers on the best products available based on their individual circumstances.
Sony Sales Representative
Best Buy
Miami, FL
10.2020 - 02.2022
- Improved overall customer purchasing experiences to promote steady revenue.
- Developed customized sales techniques to successfully sell and upsell electronics and warranty services to new and existing clients.
- Sold various products by explaining unique features and educating customers on proper application.
- Educated customers on special pricing opportunities and company offerings.
- Promoted specific item options to drive sales and achieve add-on purchases.
Education
Associate of Arts - Business Administration
Miami Dade College
Miami, FL06.2019
Bachelor of Arts - Business Ad /Operations Management And Supervision
Miami Dade College
Miami, FLSkills
- Retail sales customer service
- High-volume outbound calling
- Proactive client outreach
- Needs discovery and qualification
- Value-based selling
- Excellent communication skills
- Adaptive team player
- Client relationship building
- Analytical thinking
- Time management
- Financial product sales
Certification
Life Annuities 2-14 ; Securities Industry Essentials (SIE) Exam - In Progress (scheduled January 2026).
Timeline
Financial Service Representative
TD Bank
08.2023 - Current
Financial Service Associate
TD Bank
04.2022 - 08.2023
Sony Sales Representative
Best Buy
10.2020 - 02.2022
Associate of Arts - Business Administration
Miami Dade College
Bachelor of Arts - Business Ad /Operations Management And Supervision
Miami Dade College