Evgenia Cepero
New York
Summary
Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
10
10
years of professional experience
Work History
Financial Representative
Northwestern Mutual
11.2023 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
Assistant Manager
Bastet Enterprise
09.2018 - 04.2023
- Implemented a new sales training program for new and existing employees
- Lead a team of 15 sales associates
- Met with customers and made sure each customer's questions and needs were met throughout the entire sales process.
Bartender/Bar Manager
DT Kirbys
03.2014 - 07.2018
- Mixology and preparation
- A knowledge of trending drinks or obscure concoctions set bartenders apart
- Trained all new hires
- Increased number of regulars by building rapport
- Provided highest quality of service with each customer.
Education
Computer Science -
Purdue University
West Lafayette, IN05.2014
Skills
- Customer service
- Cash Flow analysis
- Retirement planning
- Wealth Management
- Customer Needs Assessment
- Computer literacy
- Communication skills
- Time management
- Leadership
- Guest services
- Management Experience
Timeline
Financial Representative
Northwestern Mutual
11.2023 - Current
Assistant Manager
Bastet Enterprise
09.2018 - 04.2023
Bartender/Bar Manager
DT Kirbys
03.2014 - 07.2018
Computer Science -
Purdue University
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