Elijah Addison
Austin
Summary
I have a passion for building relationships with customers and providing a personalized experience for each and every one of them. I am moving to be closer to family and I plan to reside in Austin, TX permanently. My goal is to advance to a management role in the future because I believe in servant leadership, and I love helping people excel. I have a proven track record in enhancing customer relationships and financial planning, showcasing exceptional customer service and problem-solving skills. I have achieved top client satisfaction and loyalty in my current position. Mastered regulatory knowledge, evidenced by rapid completion of SIE, Series 6, 63, and 26 licenses.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sales Associate
Sewell INFINITI of Dallas
12.2022 - 01.2025
- Built relationships with customers to encourage repeat business.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Create customers for life by making every interaction memorable and intentional.
- Educate customers and build value in the company, the brand, and myself
Financial Services Representative
PFS Investments
05.2018 - 12.2023
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Completed my SIE, Series 6, and Series 63 all within 1 month (May 2019) and completed my Series 26 four months later.
Assistant Store Manager
ALDI
11.2019 - 05.2022
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Participate in the interviewing process for hiring new associates
- Oversee and communicate job responsibilities and performance expectations to team leaders and store associates
Education
No Degree - Business, Finance, Real Estate
Mt. San Jacinto College
San Jacinto, CASkills
- Customer service
- Problem-solving skills
- Time management
- Relationship building
- Sales expertise
- Written and oral communication skills
- Teamwork and collaboration
Certification
SIE (05/02/19)
Series 6 (05/16/19)
Series 63 (05/30/19)
Series 26 (09/23/19)
CA Real Estate (09/20/18)
Timeline
Sales Associate
Sewell INFINITI of Dallas
12.2022 - 01.2025
Assistant Store Manager
ALDI
11.2019 - 05.2022
Financial Services Representative
PFS Investments
05.2018 - 12.2023
SIE (05/02/19)
Series 6 (05/16/19)
Series 63 (05/30/19)
Series 26 (09/23/19)
CA Real Estate (09/20/18)
No Degree - Business, Finance, Real Estate
Mt. San Jacinto College
Similar Profiles
Diego SanchezDiego Sanchez
Valet at Sewell Infiniti of DallasValet at Sewell Infiniti of Dallas
Ryan OchoaRyan Ochoa
Service Porter at Sewell Infiniti Of DallasService Porter at Sewell Infiniti Of Dallas
Jhared JonesJhared Jones
Sales Intern at Sewell Cadillac of DallasSales Intern at Sewell Cadillac of Dallas