Diego Finol
Katy,TX
Summary
Dedicated Customer Service professional with several years of experience. Solid team player with a positive demeanor and proven skills in establishing rapport with clients. Committed to maintaining professional relationships to increase profitability and drive business results.
Enthusiastic financial services expert highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Transamerica Life Insurance Company
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
Warehouse Fulfillment Associate
Amazon
08.2023 - Current
- Loaded and unloaded trucks efficiently, ensuring minimal product damage during transportation.
- Operated various types of material handling equipment safely, including forklifts, pallet jacks, and hand trucks.
- Sustained a clean and organized work environment, contributing to increased productivity and efficiency.
- Assisted in training new associates on warehouse procedures, fostering a supportive team atmosphere.
- Achieved high levels of attendance punctuality reflecting commitment towards warehouse objectives.
- Met or exceeded daily performance goals through consistent focus on task completion and time management.
- Demonstrated adaptability by cross-training in multiple roles within the warehouse, increasing overall workforce flexibility.
Sales Agent Representative
Coca-Cola FEMSA Distribution Center
05.2020 - 05.2021
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
- Resolve customer service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Collaborated with team members to develop innovative sales approaches, fostering a competitive edge within the industry.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Evaluated customer feedback regularly to identify areas for improvement in both product offerings and service delivery.
Worker-Forklift
Coca-Cola FEMSA Distribution Center
10.2019 - 04.2020
- Worked fast to complete tasks and meet daily deadlines.
- Followed instructions and procedures to complete assigned tasks.
- Maintained work areas by cleaning and straightening for maximum productivity and safety.
- Loaded, unloaded, and moved material to and from storage and production areas.
- Operated equipment and machinery safely to prevent accidents.
- Restocked items on shelves and bins to keep inventory available.
- Consistently met deadlines under pressure while maintaining high-quality work output in a fast-paced environment.
Education
Electronic Engineering -
Rafael Belloso Chacin University (URBE)
Maracaibo, ZuliaHigh School Diploma - Science
Unidad Educativa Nuestra Señora De Guadalupe
Maracaibo, Zulia07.2018
Skills
- Relationship building and management
- Investment advice
- Client Relations
- Financial Advising
- Sales and Marketing
- Process Improvement
- Negotiation Techniques
- Target Market Identification
Certification
- [Life & Health] License - Jan 2024 - Present
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Financial Advisor
Transamerica Life Insurance Company
11.2023 - Current
Warehouse Fulfillment Associate
Amazon
08.2023 - Current
Sales Agent Representative
Coca-Cola FEMSA Distribution Center
05.2020 - 05.2021
Worker-Forklift
Coca-Cola FEMSA Distribution Center
10.2019 - 04.2020
Electronic Engineering -
Rafael Belloso Chacin University (URBE)
High School Diploma - Science
Unidad Educativa Nuestra Señora De Guadalupe
Similar Profiles
DEVIN JOHNSONDEVIN JOHNSON
Insurance Agent at Transamerica Life Insurance CompanyInsurance Agent at Transamerica Life Insurance Company
Kyle RenaudKyle Renaud
Lead Sales Support Consultant at Transamerica Life Insurance CompanyLead Sales Support Consultant at Transamerica Life Insurance Company
Edward MarcanthonyEdward Marcanthony
Tax and Regulatory Analyst at Transamerica Life Insurance CompanyTax and Regulatory Analyst at Transamerica Life Insurance Company
Rui XiongRui Xiong
Coordinator at Transamerica Life Insurance CompanyCoordinator at Transamerica Life Insurance Company
Krystal OlobayoKrystal Olobayo
House Sitter, Baby Sitter at My MotherHouse Sitter, Baby Sitter at My Mother