Elijah D. Ochoa
Lincolnton
Summary
Financial professional with experience in financial planning, investment strategies, and client relationship building. Strong focus on team collaboration and achieving results with flexibility to adapt to changing needs. Experienced in portfolio management, risk assessment, and wealth preservation. Reliable and results-driven, with client-centric approach and excellent communication abilities. Passionate for building strong client relationships and delivering personalized financial plans.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent Financial
11.2021 - 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Expanded client base by generating referrals from satisfied clients and conducting targeted outreach initiatives.
- Worked closely with other team members to create a cohesive and supportive work environment that fostered collaboration and shared success.
Associate Financial Representative
Thrivent Financial
08.2021 - 11.2021
- Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
- Conducted thorough research on market trends, enabling informed decision-making for clients'' investments.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with more senior advisors on complex cases, contributing valuable insights and expertise.
Catering Sales Manager
Noble Food and Pursuits
04.2018 - 05.2020
- Grew Sales by 400k over 12 months
- Created and trained team on marketing strategies to meet sales goals
- Maintained accurate records of client meetings, booked events, and financial transactions using CRM software.
- Strengthened client relationships through consistent communication and excellent customer service.
Catering Sales Manager
Project 658
10.2016 - 04.2018
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Maintained accurate records of client information using CRM software, allowing for efficient tracking of leads and communication history.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Catering Sales Manager
Unique Southern Estates
03.2015 - 12.2015
Staff Member, Special Events Coordinator
Iris Ministries Mozambique
05.2014 - 12.2014
- Coordinated all special events for a base 600 adults
- Organized and executed all weddings, holiday gatherings, graduation ceremonies, staff dinners and retreats
- Catered private dinners for guest speakers and the base directors on a weekly basis
Education
Bachelor of Science - Sports Entertainment and Event Management, Concentration: Entrepreneurship
Johnson & Wales University
Charlotte, NC12.2015
Skills
- Consultative Communication
- Relationship building and management
- Financial planning
- Sales expertise
- Analytical thinking
- Relationship building
- Retirement planning
- Problem-solving
- Sales and marketing
- Investment advice
- Critical thinking
- Client relationship management
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
- Insurance Licenses, Life, Health, and Annuities – NC Department of Insurance.
Timeline
Financial Advisor
Thrivent Financial
11.2021 - Current
Associate Financial Representative
Thrivent Financial
08.2021 - 11.2021
Catering Sales Manager
Noble Food and Pursuits
04.2018 - 05.2020
Catering Sales Manager
Project 658
10.2016 - 04.2018
Catering Sales Manager
Unique Southern Estates
03.2015 - 12.2015
Staff Member, Special Events Coordinator
Iris Ministries Mozambique
05.2014 - 12.2014
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 66 License - North American Securities Administrators Association and FINRA.
- Insurance Licenses, Life, Health, and Annuities – NC Department of Insurance.
Bachelor of Science - Sports Entertainment and Event Management, Concentration: Entrepreneurship
Johnson & Wales University
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