Eduardo Rodriguez
Financial Advisor
Fort Worth,Texas
Summary
PERSONAL PROFILE Dedicated Tarrant County resident with 5 years of experience in customer service, a year in telemarketing. Pursuing a career in the Business/Corporate industry while going to school to obtain a degree. Accomplished Regional Manager with 2 year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge, to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Looking for growth and opportunities to advance in any company I work with. My Phone Number is: (817)657-6454
Overview
5
5
years of professional experience
Work History
Financial Advisor
Primerica
Fort Worth, TX
07.2020 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Delivered strategic investment advice for individual and corporate clients.
- Facilitated presentation and recommendation of services by optimizing client relationships.
Store Manager
CBD American Shaman
Fort Worth, TX
01.2018 - 07.2020
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
Welder Helper
Mid America
01.2018 - 12.2018
- Fetched materials, equipment and tools for welding professionals.
- Removed trash and excess materials to clean up work areas.
- Set up and operated shielded metal arc and gas metal arc welding equipment.
Telemarketer
DSS Research
07.2017 - 06.2018
- Handled high-volume telemarketing operations with expert use of client management software and computer dialing.
- Asked pertinent questions to understand customer requirements.
Customer Service, Food Runner, Server
Movie Tavern
07.2013 - 05.2016
- LIght kitchen prep - Certified server trainer - Served quality, Conducted questionnaires outbound through the phone - Worked as a Team member in a cohesive environment
Education
High School Diploma -
North Side High School
01.2011 - 01.2015
Associate of Business Administration - Business Administration
EDUARDO RODRIGUEZ
TCC 1 2016 - Current
Skills
SKILLS AND ABILITIESundefined
Timeline
Financial Advisor
Primerica
07.2020 - Current
Store Manager
CBD American Shaman
01.2018 - 07.2020
Welder Helper
Mid America
01.2018 - 12.2018
Telemarketer
DSS Research
07.2017 - 06.2018
Customer Service, Food Runner, Server
Movie Tavern
07.2013 - 05.2016
High School Diploma -
North Side High School
01.2011 - 01.2015
Associate of Business Administration - Business Administration
EDUARDO RODRIGUEZ
1 2016 - Current
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