Dawson Bertrand
Harwich,Massachusetts
Summary
Self-motivated and easy to work with. I always try to be the hardest worker in the room. I am driven to be the best I can be and enjoy continued learning and the improvement of my craft. I am honest and trustworthy, and value integrity and helping others.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Co
Hyannis, MA
02.2024 - 08.2024
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Underwent extensive training and studying to pass the SIE Exam and prepared for Series 6 Exam.
- Trained in Prospecting and acquiring new clients
- Knowledgeable about life insurance, health insurance, annuities, and securities products.
Parts Manager
Outermost Harbor Marine
Chatham, MA
09.2022 - 04.2024
- Responsible for managing about 1 million dollars worth of inventory
- Collaborated with service managers to ensure timely completion of repairs and maintenance, increasing overall customer satisfaction.
- Annual physical inventory counts to compare to the General Ledger
- Analyzed sales data to identify trends, optimizing inventory levels accordingly and minimizing stockouts or overstock situations.
- Provided excellent customer service by assisting customers with locating specific parts or guiding them through the ordering process.
- Developed strong relationships with suppliers to negotiate better pricing, ultimately reducing costs for the company.
Package Handler
UPS
South Yarmouth, MA
07.2021 - 07.2022
- Effectively managed time in personal and professional life while working 2am-10am 6 days per week while still attending college during the day and maintaining a high GPA.
- Improved package handling efficiency by implementing proper sorting and organizing techniques.
- Contributed to increased productivity by working effectively in high-pressure situations as a result of the COVID-19 Pandemic. Daily volume consistently outpaced the facilities effective output.
- Maximized space utilization within trucks through effective stacking and arranging of packages, minimizing shipment delays.
Sales Associate
Goose Hummock Shops
Orleans, MA
06.2016 - 07.2021
- Developed in depth product knowledge of top fishing industry brands including Shimano, Daiwa, Penn, Okuma etc.
- Knowledgeable of local Freshwater and Saltwater fishing practices, gear, techniques
- 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.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience.
- Utilized cross-selling techniques to introduce customers to complementary products, increasing average transaction size.
- Streamlined processes within the store''s operations by organizing merchandise layouts for easy access.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
Bachelors of Music - Jazz Studies
Western Connecticut State University
Danbury, CT05.2022
High School Diploma -
Bacon Academy
Colchester, CT06.2018
Skills
- Product Sales
- Salesforce
- Customer Service
- Problem-Solving
- Excellent People Skills
- POS System Operation
- CDK Global Lightspeed
- Life and health insurance
- Holistic financial planning
Certification
- Life and Health Insurance License
- SIE licesne
Timeline
Financial Advisor
New York Life Insurance Co
02.2024 - 08.2024
Parts Manager
Outermost Harbor Marine
09.2022 - 04.2024
Package Handler
UPS
07.2021 - 07.2022
Sales Associate
Goose Hummock Shops
06.2016 - 07.2021
Bachelors of Music - Jazz Studies
Western Connecticut State University
High School Diploma -
Bacon Academy
Similar Profiles
Sheena A. SmithSheena A. Smith
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
Rajeev SharmaRajeev Sharma
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.
Nichole GillenNichole Gillen
Senior Specialist at New York Life Insurance CompanySenior Specialist at New York Life Insurance Company
GERRIAH PIGGEEGERRIAH PIGGEE
Absence Management Specialist at New York Life Insurance GroupAbsence Management Specialist at New York Life Insurance Group
ANGELIKA CAFAROANGELIKA CAFARO
Human Resource Expert at TargetHuman Resource Expert at Target