Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Registered Representative
Primerica
SACRAMENTO, CA
09.2018 - Current
Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
Analyzed past sales data and team performance to develop realistic sales goals.
Managed entire sales cycle across customer accounts, proposing and closing sales to achieve total revenue growth, profit and customer satisfaction plans.
Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
Identified potential new sources for business through cold calling approximately 50 leads per day
Interviewed clients to better understand financial positions and assets ready for investment
Shared details regarding financial products and services with clients
Set up appointments with potential and current customers to promote new products and services
Monitored service capabilities and collaborated cross-functionally to meet needs and resolve escalated issues
Medication Technician
HANK FISHER PROPERTIES
SACRAMENTO , CA
04.2008 - 11.2015
Reviewed patient progress to document effects of any prescribed medication.
Administered psychotropic medications and anxiety education to patients to provide mental health care.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
Turned and repositioned patients to prevent bedsores.
Obtained biological specimens for ordered tests and prepared for laboratory transport.
Unpacked, sorted, counted and labeled all incoming medications to keep optimum inventory levels.
Maintained best-in-class standards for individualized care in 40-bed unit by continuously checking in with patients and families and quickly providing care
Education
Some College (No Degree) - Business Management
FAR EASTERN UNIVERSITY
PHILIPPINES
Skills
Detail-Oriented
Problem Solving
Customer Service
Financial product knowledge
Relationship building
Account management
Customer engagement
Industry networking
Customer Relations
Account servicing
Certification
Licensed [Life Insurance and Variable contracts with the following states CA,NV,AZ,IL ] - [PRESENT ]
Licensed passed the following investment exam series SIE, Series 6, 63 and 26