Ernesto Ayala
Miami,FL
Summary
Dynamic Registered Financial Representative with PRIMERICA FINANCIAL SERVICES LIMITED, skilled in cash flow management and relationship building. Successfully developed personalized financial plans, enhancing client satisfaction and investment strategies. Proven ability to mentor teams and streamline operations, fostering a collaborative environment while addressing client needs with exceptional service.
Overview
3
3
years of professional experience
2
2
Certification
Work History
Registered Financial Representative
PRIMERICA FINANCIAL SERVICES LIMITED
05.2023 - Current
- Consulted clients on financial product options to align with individual goals and needs.
- Developed personalized financial plans to enhance client investment strategies and risk management.
- Educated clients on market trends and investment opportunities, fostering informed decision-making.
- Implemented efficient workflow processes within the team, streamlining operations and improving productivity.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Assisted in conducting comprehensive financial assessments to identify client strengths and weaknesses.
- Developed strong relationships with clients through regular communication and updates on their financial status.
- Enhanced client satisfaction by providing personalized financial advice and investment recommendations.
- Provided exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Mentored junior staff members, fostering professional development and building a cohesive team environment.
- Negotiated contracts and terms of sale with potential customers.
Education
Series 6 Professional Certification - Finance
Kaplan University
Davenport, IA12-2024
High School Diploma -
Miami Coral Park Senior High School
Miami06-2023
Life Insurance Professional Certification - Insurance
Exam FX
Remote05-2023
Skills
- Cash flow management
- Retirement planning
- Attention to detail
- Relationship building
- Analytical thinking
- Customer needs assessment
- Written communication
- Time management abilities
- Team building
- Active listening
- Team leadership
- Team collaboration
Accomplishments
- Supervised team of 10 staff members.
Certification
- Licensed Insurance Agent - 2023
- Licensed Series 6 representative - 2024
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
French
Elementary
Japanese
Elementary
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Part TimeFull TimeLocation Preference
RemoteHybridTimeline
Registered Financial Representative
PRIMERICA FINANCIAL SERVICES LIMITED
05.2023 - Current
Series 6 Professional Certification - Finance
Kaplan University
High School Diploma -
Miami Coral Park Senior High School
Life Insurance Professional Certification - Insurance
Exam FX