Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Eric Stevens

Eric Stevens

Eden,MD

Summary

Personable and dedicated Financial and Sales Representative with extensive experience. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Financial Advisor (Remote)

Clarity Financial Advisors
Salisbury, MD
01.2018 - Current
  • Consult with clients to assess and meet short- and long-term financial goal.
  • Answer clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Advise customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Provide ethical and objective financial planning advice to clients.
  • Grew assets under management through referrals and new business opportunities.

Produce Manager

Albertsons
Seattle Division , WA
09.1996 - 04.2020
  • Trained all newly promoted managers as the lead (D.O.P), Department Operation, and Profitability Trainer for the Seattle Division
  • Built relationships with vendors through frequent communication regarding orders and shipments.
  • Reviewed financial statements, and sales or activity reports, to measure productivity or goal achievement.
  • Implemented campaigns and promotions to help with developing and driving sales.
  • Monitored progress by establishing plans, budgets, and measuring results.
  • Delegated work to team members, setting priorities, and goals.
  • Maximized profit by coordinating efficient team workflows, minimizing waste, and controlling shrinkage.

Education

Cascade High School
Everett, WA
06.1995

CAP - Albertsons Career Advancement Program
Division Office
01.1999

Skills

  • Critical Thinking
  • Understanding Customer Needs
  • Strong Communication and Interpersonal Skills
  • Building Customer Loyalty
  • Goal Setting
  • Time Management
  • Troubleshooting
  • Coaching and mentoring
  • CRM Software
  • Public Speaking and Presentation Skills

Certification

  • Licensed Financial Advisor
  • NEA - National Education Association Endorsed Teacher Retirement Specialist
  • Member of FINRA in good standing.
  • Licenses currently held Series 63 - Uniform Securities Agent State Law Examination, Series 6 - Investment Company Products/Variable Contracts Representative Examination, SIE - Securities Industry Essentials Examination.

Timeline

Financial Advisor (Remote)

Clarity Financial Advisors
01.2018 - Current

Produce Manager

Albertsons
09.1996 - 04.2020

Cascade High School

CAP - Albertsons Career Advancement Program

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